Expert's View 名家觀點
九月 1 , 2023
by Charles Cheng, CFA There are so many important components to investing, such as strategy, research, risk management, macroeconomics, and personal psychology that it’s easy to lose sight of the basic details. Over time, many rou […]
八月 1 , 2023
by Charles Cheng, CFA Inflation in the US continued to fall, hitting a two year low in June of 3% year over year and both equity and fixed income markets reacted positively to the data release. Going forward, the path of futu […]
七月 1 , 2023
by Charles Cheng, CFA On June 14th, the US Federal Reserve announced a pause in interest rate hikes after a year of continuous increases. While this would normally be a dovish signal, they also signaled their expectations for addi […]
六月 1 , 2023
by Charles Cheng, CFA For the past few months equity markets have continued to recover from the inflation and rate shock of 2022. As of May 15th, the MSCI AWCI Index is up 7.8% year to date and the US S&P 500 is up 8.2%. […]
五月 1 , 2023
by Charles Cheng, CFA In March, the US Federal Reserve continued raising its key interest rate to the 5% level as part of its efforts to contain inflation. This was the ninth consecutive rate hike from the initial 0.25% level star […]
四月 1 , 2023
by Charles Cheng, CFA Causing a bit of market concern for investors in March, several banks in the US and Europe became financially distressed and required government intervention to prevent their problems from spreading throu […]
三月 1 , 2023
by Charles Cheng, CFA As financial market looks to be making somewhat of a recovery from the lows of 2022, many investors may be looking for opportunities to increase their allocations in their portfolios. For most investors, fina […]
二月 1 , 2023
by Charles Cheng, CFA As 2023 and the Year of the Rabbit is upon us, many people are again making New Year’s Resolutions for themselves such as losing weight, quitting smoking, and building habits for self-improvement. It’s also a […]
一月 1 , 2023
by Charles Cheng, CFA If AI is indeed the next “Industrial Revolution”, one of the clearest current examples is in the capabilities of Open AI, the creator of GPT III, Chat GPT, and DALL-E. What follows will be an unedi […]
十二月 1 , 2022
by Charles Cheng, CFA With markets ravaged this year by the prospects of high interest rates, particularly in the US, the November inflation data provided a welcome boost to equities. October US CPI rose 0.4% and Core CPI ro […]
十一月 1 , 2022
by Charles Cheng, CFA High inflation and sluggish growth remain the outlook for world economies in October, following the latest round of economic data. The OECD cut its forecast for global growth in 2023 to 2.2% from 2.8% pr […]
十月 1 , 2022
by Charles Cheng, CFA The bounce-back in global equities sputtered with the release of higher-than-expected core inflation data and hawkish talk from the US Fed. With the economy still slowly expanding amid the uncertainty of high […]
今年度撥款300萬元與校內合作推動TPR (Tunghai Promote),同時亦撥款1200萬供新極限進行TPR校外行銷 ,詳見「111年度TPR行銷東海」。
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