忠亮
由财视中国主办的“第十二届HED峰会”于2021年11月16日在深圳举行。大会得到深圳市投资基金同业公会、东证期货、国泰君安、兴业证券家族财富办公室、雷根集团、雷根基金、山金期货、广州碳排放权交易所、广发证券、银河期货、冠通期货、冠力金融、海证期货、华鑫证券、兴证期货、中国国际期货、欧交所、稻沣投资、东睿投资、华金期货、OPIM以及中国家族财富研究院的大力支持，近300位来自银行、保险、资管、母基金、公募基金、私募基金、券商、期货、交易所、信托、投顾等公司的嘉宾莅临现场。
招商基金研究部首席经济学家李湛博士认为：今年市场的起起伏伏，站在岁末年初的时点看明年，主要的关键词还是两个，一个是“类滞胀”，一个是“投资”。在主题为“如何把握2022年度宏观策略主线”演讲中李湛博士还表示，均衡市场判断有两类投资机会，“一类是目前处于快速发展过程中、政策支持力度大、十四五规划明确表态要加快发展的行业，像能源类自主可控类的。另外一类是目前行业和公司的回调比较充分，同时具备长期的投资价值的防御性行业和价值型公司，主要有财富管理优势的券商、银行以及消费低估值价值类公司。
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