Ping An of China Co-CEO: Started allocating gold at the beginning of last year, and the investment returns have met expectations

On March 27, Guo Xiaotao, Co-CEO of Ping An, stated at the company’s 2025 annual performance release that gold is an important asset class in Ping An’s overall asset allocation. Ping An has actively allocated a certain amount of gold investments since the beginning of last year. In today’s environment, the investment returns from gold have met expectations. Ping An will continue to pay attention to the trends of such assets in the future, placing them as one of the strategic assets in the overall investment asset allocation.

Guo Xiaotao mentioned that Ping An Group is long-term capital and patient capital, so in the investment process, short-term fluctuations are not important. What matters more is how to navigate through cycles and provide long-term, sustainable, and stable returns for our clients and shareholders.

He emphasized that Ping An’s investments follow five matching principles, which require that investments are closely aligned with the company’s liabilities. Whether in fixed income, equities, or other types of investments, these five matching principles serve as an important guiding philosophy.

“This year, we see a lot of uncertainties, and the entire capital market will be relatively volatile, but we believe the overall capital market will perform well throughout the year. You can also see from our investment performance that our investment team has experienced major cycles over the past decade, accumulating years of experience, and has built a solid foundation for providing stable and sustainable returns across cycles. We believe we can navigate through cycles and clarify returns in such a volatile and increasingly uncertain market,” Guo Xiaotao said.

According to him, one of Ping An’s core investment ideas this year is to seek certainty amid uncertainty. For a long-cycle patient capital like Ping An, the most important aspect of investment is to align fully with the direction of national economic development. Therefore, new productivity is a factor of certainty, the vigorous development of infrastructure is a factor of certainty, healthcare and eldercare are factors of certainty in the overall national economic development, high dividends and a strong financial nation are factors of certainty, and Healthy China is a factor of certainty. All these serve as important directions for guiding Ping An’s long-term investment asset allocation.

Pengpai News reporter Hu Zhitong

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