Expert's View 名家觀點
七月 1 , 2017
Are Markets Too Complacent? 市場情緒是否過於自滿? by Charles Cheng, CFA 鄭又銓, CFA In our previous letter, we discussed how we are probably yet not close to the end of the current economic upcycle. Financial markets seemingly have also ta […]
六月 1 , 2017
Why the credit cycle matters for every type of investor 為何信貸週期對於各類型投資者都至關重要 by Charles Cheng, CFA 鄭又銓, CFA As we approach close to ten years since the last major economic downturn, and with world stock markets at historical highs, th […]
五月 1 , 2017
Actively Passive or Passively Active? 主動地被動還是被動地主動? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 。 A longtime investing trend that is accelerating is the shift of investors from actively managed funds to p […]
四月 1 , 2017
Trending Up (But for How Long)? 上升的經濟(將持續多久)? by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 Despite the volatile political situation in several countries around the world, the global economy has been resili […]
三月 1 , 2017
Making Sense of the Dollar 了解美元對投資的意義 by Charles Cheng, CFA – Clarity Investment Partners 鄭又銓, CFA -可承資本 As the world’s reserve currency, the US Dollar’s movements can have a widespread impact on investors all over the world, e […]
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 […]
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」。
不知形象廣告點閱率是多少?
近期迴響