在全球以美元为主的量化政策推动之下,货币向西方实体经济流动的趋势,远没有向金融投资领域流动的趋势强。我在跟境外的投资机构交流的过程中,有一个清晰的感觉,全球的资产管理机构在配置资产时,在PE方面的配置比重有逐步提高的趋势。这主要是因为全球全融危机以后,在全球以美元为主的量化政策推动之下,货币向西方实体经济流动的趋势,远没有向金 Driven by the global dollar-based quantitative policy, the tendency of the currency to move towards the real economy in the West is far from being strong in the area of ​​financial investment. I am in the process of communication with overseas investment agencies, there is a clear feeling that the global asset management agencies in the allocation of assets, the proportion of the allocation of PE there is a gradual increase in the trend. This is mainly due to the fact that under the global crisis of global financial crisis and driven by the global dollar-based quantitative policy, the trend of money flowing to the real economy in the West is far from being reduced to gold