7월 글로벌 자산배분전략ㅣ하반기 미국 인플레 리스크, 분산 강화ㅣ앞으로 어떤 시장을 집중해야될 것인?
2025년 7월 글로벌 자산배분전략출연: 박희찬 센터장 - 리서치센터
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[글로벌 자산배분] 7월
하반기 미국 인플레 리스크, 분산 강화
https://securities.miraeasset.com/bbs/download/2137001.pdf?attachmentId=2137001
00:00 하이라이트
00:44 인트로
01:19 글로벌 증시
02:46 연준 금리인하
05:10 인플레 전환 주목
07:57 중국 증시
11:38 한국 증시
14:25 금 비중 확대
17:33 추천 ETF 포트폴리오
18:39 엔딩
[Executive Summary]
1) 반등한 미국 증시, 하반기 인플레 리스크에 주의
2) 미국외 주식에 대한 분산 전략 유지
3) 주식외 자산에서 금, 한국채, 그리고 브라질 국채 선호
#하반기전략, #미국증시, #중국주식, #한국주식
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