CICC: Cautiously optimistic about the sustainability of excess returns from active equity funds

NightAirdropper · 2026-03-12T20:10:56+00:00

每经AI Quick News: China International Capital Corporation research report indicates that looking ahead to 2026, CICC maintains a cautiously optimistic attitude toward the sustainability of excess returns from active equity funds. At the market level, emerging industry trends continue to emerge and sector rotation accelerates, providing structural excess return opportunities for active management; at the institutional level, new regulatory rules drive capability upgrades, and the construction of platformized investment research systems safeguard the stability of excess returns; at the capital level, incremental capital inflows are expected, redemption pressure from existing assets narrows marginally, and a positive cycle of "performance-scale" is likely to form.Daily Economic News

NightAirdropper

2026-03-12 20:10:56

Everyday Economic News

CICC Research Report indicates that, looking ahead to 2026, CICC remains cautiously optimistic about the sustainability of excess returns from active equity funds. On the market level, emerging industry trends continue to emerge, and industry rotation accelerates, providing structural excess return opportunities for active management; on the institutional level, new regulatory rules are driving capability upgrades, and the development of platform-based investment research systems ensures stable excess returns; on the capital level, additional funds entering the market are expected, while redemption pressures from existing funds are marginally easing, potentially creating a positive cycle of “performance—scale.”

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