Expert's View 名家觀點
二月 1 , 2017
Gold, Inflation, Rates 黃金,通脹,利率 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 With stocks at multi-year highs and bonds with low yields in what looks to be a rising interest rate environment, increasing att […]
一月 1 , 2017
How much should we worry about Stagflation? 關於滯漲我們要擔憂多少? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 Heading into 2017, there are a couple of major uncertainties confronting investors. After years of slug […]
十二月 1 , 2016
Trump’s effect on the economy 川普對於經濟的影響 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 On November 8th, Donald Trump won a upset victory in the US Presidential election. Many investors are now trying to figu […]
十一月 1 , 2016
More on the Upcoming US Election 再來談一談即將到來的美國大選 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 The upcoming US election is perceived as biggest source of potential market volatility in the near term. […]
十月 1 , 2016
How Scenario Analysis Can Help Save Your Portfolio 情景分析模型如何為你的投資組合保駕護航 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 As 2016 is winding down, we are reminded of past events with current or upcoming a […]
九月 1 , 2016
The Upcoming US Election and the Market 即將到來的美國大選和市場 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 Last month we wrote about the difficulties of trying to invest based on predicting the outcomes of major ev […]
八月 1 , 2016
Four lessons to be learned from Brexit 英國脫歐後學到的四點 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 When British voters voted to leave the European Union in the referendum on June 23rd, the reaction of f […]
七月 1 , 2016
Jobs and Interest Rates 就業率與基準利率 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 On June 15th, the US Federal Reserve Open Market Committee met and decided to leave their benchmark rate unchanged at 0. […]
六月 1 , 2016
What can we learn from the big endowment funds? 我們可以從大學捐贈基金學到什麼呢? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 The large university endowment funds are considered some of the most sophisticated and success […]
五月 1 , 2016
When should investors worry about growth? 投資者應何時擔心增長率? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 In last month’s ‘Expert’s View’, “How much should investors worry about growth? […]
四月 1 , 2016
How much should investors worry about growth? 對於經濟增長率,投資者應擔心多少? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 On March 10th, the IMF revised down their growth estimates for the global economy from 3.6% to 3 […]
三月 1 , 2016
What now for the Fed? 美國聯準會的下一步? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 On December 16, 2015 the US Federal Reserve raised their target rate from 0 to 1/4% to 1/4% to 1/2% due to what they believed was an i […]
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