PowerPoint Presentation
PineBridge Investments, Taiwan13 Jun 2016
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PPIFOMC6/146/15MSCI6/15AMSCI
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2
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Bloomberg2016/06/11%-
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Bloomberg2016/06/11% -
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Bloomberg 2016/06/11JPJACI% -
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Bloomberg2016/06/11%-
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MOVEVIXBloomberg2016/06/11-6bps1.64%11.11%VIX26.43%17.0311.75%(Bloomberg2016/06/11)
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Bloomberg2016/06/112016/06/090.74%11bps554bps51915.810.6(2016/06/09)-bps
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99*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
0.74%2.2bps394bps5196.030.2%(2016/06/09)
-bpsBloomberg2016/06/112016/06/09
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1010
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: ()2016/6/6() Deutsche Bank Research2016/5/23
Why Brexit?GDP0.6%
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1512
BBC News2016/6/10
47
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: Financial Times2016/6/6
6/10ORB55%45%45:4311%
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40% Deutsche Bank Research2016/5/23
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GDP()Office of National Statistics2014/8/19() Deutsche Bank
Research2016/5/23
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1515JP Morgan2016/6/1
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: () Bloomberg, 2011/06/102016/06/10()
Bloomberg2015/12/312016/06/10
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5:5.5% 2016/05/17
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2016/05/17
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5:
2016/05/17
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--5:17
2016/05/17
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PineBridge Investments IP Holding Company Limited()
10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5)
(07)335-5898 TR105088
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()Rule 144A
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