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本本本本本本本本本本本本 全全全全全全全全 PineBridge Investments, Taiwan 12 Sep 2016 本本本本本本本本本本本本

柏瑞週報20160912

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PineBridge Investments, Taiwan12 Sep 2016

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BOE9/1689

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2

2

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Bloomberg2016/09/09%-

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Bloomberg2016/09/09% -

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Bloomberg 2016/09/09JPJACI% -FED

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Bloomberg2016/09/09%-EIA

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MOVEVIXBloomberg2016/09/09-VIX7bps1.67%4%VIX46.08%17.51.39%(Bloomberg2016/09/09)

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: ()Bloomberg2016/09/09() National central banks, Haver and Citi Research2016/07/27-0.4%980020173

()

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: Bloomberg2016/09/09GDP1.7%ECB2016GDP1.6%ECB

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: () Citi Research2016/07/27()Goldman Sachs2016/09/0511

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QE: 2016/09/0933%(25%20%17%)ETF

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98254612321981221910 2016/09/08:

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1515*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

2016/09/08989.890.4%7.170.3%9811.70.4%-

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1616*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

PineBridge Investments IP Holding Company Limited()

10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5) (07)335-5898 TR105139

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()Rule 144A

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