FAO: Global food prices rose to a more than three-year high in April amid the shadow of conflict.

① According to the United Nations Food and Agriculture Organization, global food prices rose to their highest level in more than three years in April, reaching 130.7 points, due to the situation in the Middle East; ② The vegetable oil price index increased by 5.9% month-on-month, reaching its highest level since July 2022; ③ Despite supply disruptions, the global agri-food system remains stable overall, with only a moderate increase in grain prices. However, the area planted with wheat is expected to decrease by 2026.

cls.cnMay 9 11:46

Not all funds with outstanding performance attract investors, according to the latest survey: where do funds prefer to flow?

① The first fund to double in value within the year has seen a surge in scale, with high-performing funds showing varied capital inflows; ② The capacity of distribution channels impacts scale conversion, giving larger companies a more pronounced advantage; ③ Multiple top-performing products have suspended large-scale subscriptions to control size and prioritize investor experience.

cls.cnMay 9 09:07

[USDA Monthly Report Preview] Has the Super El Niño Phenomenon Begun? Will the May Report Become the Trigger Point for U.S. Soybean 'Weather Speculation'?

The USDA May report will be released at midnight (Beijing time) on Wednesday, May 13th. This article highlights the key points of focus for this month's report.

Golden10 DataMay 8 16:57

In May, nearly 90 new funds were issued, with 46 fund management companies taking action. The key terms are: ETFs, fixed income plus, and technology.

① In May, 85 new funds were issued, with equity products taking the lead and ETFs being the main focus of allocation; ② The issuance of fixed-income-plus products was active, including seven bond-oriented FOFs, and a distinctive ETF-FOF was launched; ③ Industry-themed new issuances accounted for over 30%, with a strong emphasis on technology.

cls.cnMay 8 08:42

Is it difficult to achieve the simple goal of earning money steadily and sustainably? Yun Lei from Southern Asset Management provides answers on global asset allocation.

①Yun Lei believes that asset allocation is the core of investment advisory services, with the most fundamental understanding being the clarification of income-generating and non-income-generating assets; ②He argues that scientific asset allocation revolves around three core issues: the expected rate of return on assets, volatility levels, and portfolio construction; ③He emphasizes that scientific allocation cannot mechanically apply existing models but requires keen identification of shifts in pricing logic and the reconstruction of asset correlations.

cls.cnMay 7 15:12

What’s Next After May Day? Institutions Provide Insights on Allocation Strategies for A-Shares and Hong Kong Stocks

① Some institutions have warned that the current market exhibits structural overheating risks, and a balanced allocation is recommended; ② The Politburo meeting, first-quarter earnings verification, and external risks have become the core dimensions for institutional interpretations of the May market trend; ③ The Hong Kong stock market is in a recovery phase, with institutions unanimously optimistic about opportunities in the AI industrial chain.

cls.cnMay 5 20:17