
About this episode
2022 年,聯準會強力升息,對於今年的股債齊跌,許多人疑問股債配置失靈了嗎?2023 年應該怎麼規劃資產配置?驅動生產力循環的科技產業,還有新的動能嗎?
也許我們正迎接嶄新多頭的起點,不妨搶先了解跨產業、跨主題的投資趨勢!
本集節目我們讓外部洞見來發力,邀請野村投信投資策略部副總經理樓克望 Chris 以及 JC 財經觀點 Jenny 深入講解資產配置及科技產業趨勢!
📌 高利率與升息路徑解讀
📌 股債配置怎麼做?
📌 14 種「次世代股票」趨勢
📌 科技巨頭前景怎麼看?
📌 2023 黑天鵝與市場風險
【以下是贊助訊息】
2023 投資更有力?多元資產新境界
双債策略力抗波動,次世代多重主題股票瞄準趨勢
「野村環球時機多重資產策略」懂趨勢X會進化
👉了解更多 Go>> https://namfund.tw/4lx96j
(野村投信贊助播出)
訂閱 JC 財經觀點 Podcast
👉 https://pse.is/4nst2h
🎧 錄音時間:12/7 1530
💻 特別來賓:
野村投信投資策略部副總經理樓克望 (Chris Lo)
JC 財經觀點 Jenny
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