【2025年最新】政府系ファンドが中国市場に熱視線—アクティブ運用で収益機会を狙う（インベスコ調査）
政府系ファンドが中国市場への投資戦略を強化中だ。インベスコの最新調査で明らかになった注目のトレンドを徹底解説。
■ 中国市場に注ぐ熱いまなざし
流動性の高い中国市場が、アクティブ運用によるアルファ獲得の場として急浮上。機関投資家たちが虎視眈々と機会をうかがっている。
■ アクティブ運用が主戦場に
パッシブ運用では得られない上乗せリターンを求めて—政府系ファンドの運用担当者たちが深夜のトレーディングフロアでコーヒーを飲み干す日々が続いている。
（そろそろ「今回は違う」と言い出すタイミング？市場関係者ならではの皮肉をひとつ添えて）
Libby George
トムソン・ロイター
Libby George is a LOndon-based journalist on the Reuters emerging markets team. She was part of a team named as Pulitzer finalists in 2023, and who won the Selden Ring Award for International Investigative Reporting, for a series of stories revealing abuses by Nigeria’s military. After launching her career as a political journalist in Washington, D.C., she joined Reuters in 2015 covering oil, and from 2019-2023, she was senior correspondent and acting bureau chief based in Lagos, Nigeria.
トムソン・ロイター
Marc Jones is a senior global markets correspondent based in London with a focus on economics, central banks, policyMakers, and crises. Previously he worked in Frankfurt covering the European Central Bank at the height of the euro zone turmoil, the UK companies desk during the initial phase of global financial crash. He started his Reuters career on the sports desk covering everything from soccer to cycling.
