柏瑞週報20161011
TRANSCRIPT
PowerPoint Presentation
PineBridge Investments, Taiwan11 Oct 2016
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FED9FED
9FOMCFED (63)(9)CPI(9)
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2
2
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Bloomberg2016/10/07%
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44
Bloomberg2016/10/07% FED
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55
Bloomberg 2016/10/07JPJACI%
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66
Bloomberg2016/10/07%
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77
MOVEVIXBloomberg2016/10/07 FED12 bps1.72%3.77%VIX1.43%13.481.40%
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88
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10056411413100588101413 2016/10/05
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1010*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
2016/10/05 FED100520.712100520.2147
10
10
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1111*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
FED9FED
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2016/10/0595%95.0%15.681.616.79
9
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1313*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
CitiBloomberg2016/10/07FED98FED60%
00
FED
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1414*FLOW FOLLOW RETURN SO RETAIL REACTED ///// not interest rate risk, flow still fly to IG1, RUSSIA 2. Q2 Profit taking
Global recovery b. low default risk c. low yield envirnoment
mutual fund ETF
JPMorganBloomberg2016/10EPSQ310EPS
EPS
Q3EPSQ4EPS*S&P 500EPS*S&P 500
48.1%43.8%
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PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5) (07)335-5898 TR105123
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()Rule 144A
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