市場觀測站EP184│資產集中之痛政策鬆綁開了一扇新的門另類資產撐住投組防線 Ft.富蘭克林證券投顧研究部資深副總經理羅尤美

市場劇烈波動成為投資人的最痛。財管專家警告，資產的集中度是投資組合的最大威脅，且傳統資產的台股、新台幣、ETF配置讓避險功能大失靈。專家建議，要靠另類投資管控風險，導入「40％股、30％債、30％另類資產」的黃金配置，利用私募股權、私募債權等與公開市場「低相關」的特性，優化投組效率，在市場下行時提供下檔保護。金管會推動的亞資中心及高雄專區鬆綁措施，讓另類投資從法人專屬走向零售化，為資產配置帶來新思維。 🎙️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：富蘭克林證券投顧研究部資深副總經理 #羅尤美 🖊本集重點： 🔥亞資中心政策鬆綁，私募大門開啟 🔥股債連動加劇，傳統60/40配置遇挑戰 🔥私募一級、二級市場，J曲線與盲池風險大不同 🔥非流動性換溢酬，鎖定成熟資產、加速現金流 🔥績效落差如天堂地獄，嚴選經理人成勝敗關鍵 🔥三大策略，穩健跨入另類投資新藍海 ☆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 -- Hosting provided by SoundOn

Episode metadata supplied by the publisher feed · Published Aug 1, 2026

Embed this episode

Attribution link and audio player

Ready to play

市場觀測站EP184│資產集中之痛政策鬆綁開了一扇新的門另類資產撐住投組防線 Ft.富蘭克林證券投顧研究部資深副總經理羅尤美

0:00 25:24

1×

No transcript for this episode yet

We transcribe on demand. Request one and we'll notify you when it's ready — usually under 10 minutes.

Share this episode

Similar Episodes

No similar episodes found.

Similar Podcasts

The Course Mentors Podcast The Course Mentors Hey there, future course creator! Ever feel like turning your know-how into an online course is like trying to solve a Rubik's cube blindfolded? Well, grab your headphones because "The Course Mentors Podcast" is here to be your secret weapon! Meet Aimee and Odette (that's us!), your new best friends in the course creation world. We've been in the trenches for over a decade, and for the last five years, we've been rocking the online course space. Now we're here to spill all our secrets in bite-sized, 15-20 minute episodes that'll fit perfectly in your coffee breaks. No fluff, no filler - just real, actionable advice that'll take you from "um, what's a landing page?" to "holy moly, I just hit six figures!". We're talking everything from crafting your course to marketing it like a pro and building a business that'll have you pinching yourself. Whether you're dreaming of ditching the 9-to-5 grind, adding a sweet extra income str

Frequently Asked Questions

How long is this episode of 工商時報Podcast?

This episode is 25 minutes long.

When was this 工商時報Podcast episode published?

This episode was published on August 1, 2026.

Can I download this 工商時報Podcast episode?

Yes. Use the download control on the episode player to save the publisher-provided media file.

URL copied to clipboard!