市場觀測站EP166│戰火擾亂降息路債市亂流買點浮現？feat.路博邁投信副總裁戴君玫

中東戰火拖長，油價高檔不退，各國央行降息的期待迅速反轉，債市出現劇烈修正，投資人驚覺資產配置已沒有真正的避風港。現在最重要的不是追逐高收益，而是辨認哪些債券是在反映短線恐慌，哪些則是商業模式真的出現裂痕。全球市場亂流未退，降息路徑亂了債市。金融專家提議，此時要把利率錯價與信用分化拆開來看，投資機會才會浮現。 🎙主持人：工商時報編輯部副主任兼產經研究組組長 #陳碧芬 🎙來賓：路博邁投信副總裁 #戴君玫 🖊本集重點： 2022史詩級通膨會重演？降息預期大反轉聯準會下一步的觀察重點 AI衝擊軟體業！如何分辨輸贏家？揭開私募信貸隱憂：看懂流動性風險與投資邏輯專家解析「複合債」錯價進場策略 ☆點擊查看更多收聽平台 ☆點擊瀏覽相關閱讀【📧歡迎來信】想敲碗下集Podcast主題？或與我們分享您的想法歡迎來信：[email protected] ---- 讓您掌握先機，投資無往不利 ✔瀏覽工商時報官網：https://ctee.com.tw/ ✔訂閱工商時報YT：https://pse.is/4uhbph ✔追蹤工商時報FB：https://www.facebook.com/ctee.fans/ ✔加入工商時報LINE：https://line.me/ti/p/@ccf6523h -- Hosting provided by SoundOn

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市場觀測站EP166│戰火擾亂降息路債市亂流買點浮現？feat.路博邁投信副總裁戴君玫

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