[이슈진단] 7월 글로벌 자산배분전략ㅣ잭슨홀 미팅 때까지 선별적 & 적극적 분산 투자 (feat. 박희찬 센터장
#AI #반도체 #헬스케어2024년 7월 글로벌 자산배분전략
"잭슨홀 미팅 때까지 선별적 & 적극적 분산 투자"
출연: 박희찬 센터장 - 리서치센터
▼리서치보고서 보기▼
https://securities.miraeasset.com/bbs/download/2129151.pdf?attachmentId=2129151
00:00 타이틀
00:10 오프닝
00:44 금리 인하에 대한 연준 위원들의 생각은?
02:39 미국 서유럽 증시 차별화, 시사점은?
03:46 연초 이후 미국 시총 증가 기여율
05:50 AI + 반도체 외로 약간의 분산
07:33 한국 주식: 반도체 중심 일부 성장주와 밸류업
09:17 총선 끝난 인도 주식 선호 유지
10:17 고금리 신흥국 채권: 긍정적
12:15 추천 ETF포트폴리오
12:49 엔딩
[Executive Summary]
- 최근 미국과 서유럽 증시 차별화가 주는 시사점
- 자산시장, 적어도 잭슨홀 미팅 때까지는 기회가 커 보임
- 투자전략: 선택적이면서 적극적인 분산 투자
#글로벌자산배분 #월간전략 #미래에셋증권 #자산배분 #환율전망 #달러 #박희찬센터장 #ETF #인도 #미국
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