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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 31 Oct 2016 本本本本本本本本本本本本

柏瑞週報20161031

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PineBridge Investments, Taiwan31 Oct 2016

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I.II.III.IV.

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Bloomberg2016/10/28%

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33

Bloomberg2016/10/28JPJACI% FED

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Bloomberg2016/10/28%

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Bloomberg2016/10/28%

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MOVEVIXBloomberg2016/10/2811 bps1.85%12.76%VIX21.36%16.190.54%

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77

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8

1027127619171610270.379 2016/10/27

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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

2016/10/27 - 10274.5102710.017

(10)

(10)

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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

1010ISMGDP10PMI

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-

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: Bloomberg: 2016/10GDPGDP2.9%1.4%2014

%

%

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1513

: EIABloomberg: 2016/10YoY()YoYYoY()*

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: EIABloomberg: 2016/101~3YoYFED(%)CPI1~3(%)

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PineBridge Investments IP Holding Company Limited()

10101310414410 (02)2516-7883407386128(04)2217-81688026171(A5) (07)335-5898 TR 105159

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()Rule 144A

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