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Artwork for 小老闆的二三事

小老闆的二三事

展新投顧

小老闆是展新投顧創辦人黃大展的別名,曾是野村投信機構法人部業務主管、柏瑞投信投資顧問部主管、復華投信債券研究處主管。從投資研究到服務專業機構客戶,經歷多次市場起伏,他的資歷豐富且深入了解投資人面對的難題! Facebook追蹤>>小老闆的二三事 展新投顧訂閱介紹>>https://www.navigate.com.tw/ 展新證券投資顧問股份有限公司 111年金管投顧新字第001號 服務信箱: eservice@navigate.com.tw 客服電話:(02)2727-1558 營業地址:台北市信義區忠孝東路5段508號14-1樓 免責聲明:本公司與所推介分析之個別有價證券無不當之財務利益關係,本節目資料僅供參考,投資人應獨立判斷,審慎評估並自負投資風險。 -- Hosting provided by SoundOn

PublishesWeeklyEpisodes16Founded7 months ago
Language
Korean
Number of ListenersCategories
BusinessInvesting

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Artwork for 小老闆的二三事

Latest Episodes

近期美國經濟數據強勁,降息的時間點不斷地往後延,導致美國10年期公債殖利率突破4.6%,2年期殖利率接近5%,讓債券價格又跌到甜甜價,你是否又開始想逢低買入債券了呢?小老闆應網友要求,本集將解析比較投資債券的3種方式,包含單一債券、債券型基金,現在正流行的債券型ETF,以及為什麼建議選擇「債券型基金」。 more

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5 days ago
YouTube

台股加權指數近期不斷的創新高,有種歡慶天天上漲的感覺,在此時我們回顧3月的績效,大盤大漲了7%,反觀台股共同基金平均績效卻落後大盤6.5%,怎麼會出現報酬率如此大的差異?這樣單月落後幅度在過去14年裡只發生3次,前2次和這一次都是發生在大盤狂漲的背景下,小老闆歸納出3大共同點,希望能藉由歷史經驗,提醒投資人多加留意這次的「警訊」。 more

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12 days ago
YouTube

全球股市在AI助攻下,2024年第1季表現依舊強勁,但在通膨數據回落,但回落速度不如預期、經濟數據佳和優異的企業財報…等等因素,影響FED什麼時候開始降息和降息的幅度,這樣一來一往,小老闆怎麼看第2季的市場呢?本集將從解析總體經濟、成熟股市(美股、日股)、台股、各類債市的投資看法,而實際操作上的建議和各類資產配置比重,請參考訂閱服務-領航方案裡的「多重資產投組建議」🔗https://bit.ly/3PRouez ,避免忽而All in,忽而全部空手,導致期望落空的窘境。 more

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19 days ago

小老闆擁有20多年的金融業資產管理相關經驗,在創立展新投顧之前,曾是野村投信機構法人部業務主管、柏瑞投信投資顧問部主管、復華投信債券研究處主管,在復華擔任經理人期間更是獲獎連連!這些資歷練就投資研究、產品開發,到業務推廣的能力,這些能力的養成,就從第一份在保險公司國外投資部門的工作,提供「貝萊德紐約總部的受訓」的機運開始… more

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a month ago
YouTube

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4.9 out of 5 stars from 31 ratings
  • 喜歡自傳旅程

    講出大家都有的自卑心理:英文自覺欠佳、國外模式環境的壓力、累積專業能力不足的堅忍歷程⋯在在令人共鳴!而且覺得:原來不是我太弱,原來不是不能示弱,其他人也有類似的感覺!然而,努力下去會過去的!! more

    Apple Podcasts
    5
    諶老師
    Taiwana month ago
  • 值得一聽的專業知識

    跟著專業人士學財經知識,很棒!

    Apple Podcasts
    5
    琳達K
    Taiwan4 months ago

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#35 Taiwan/Business/Investing
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#119 Taiwan/Business

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