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LSTA Issues Guide on Sustainable Loan Principles in Fund Finance | Kramer Levin Naftalis & Frankel LLP

LSTA Issues Guide on Sustainable Loan Principles in Fund Finance | Kramer Levin Naftalis & Frankel LLP
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馮志源教你挑到會賺錢的基金 - 財經


新手入門第一步 目標「優於定存」
馮志源認為,剛入門的新手,第一步不是找會賺錢的基金,而是設定自己的投資目標。
目標訂出來之後,第二步才進入挑選基金。基金的種類很多,有股票型、債券型、平衡型、貨幣基金或不同主題式的基金,投資人必須適時做一點功課,才能了解不同基金的屬性。
馮志源說自己會看一些「宏觀的東西」,首先是把全球的新聞攤開來,觀察過去兩個星期或一個月哪個市場表現比較好,「是美國?亞洲?還是歐洲?」再看看有沒有特殊事件發生,從中挖掘可投資的市場或主題式基金。
舉例來說,去(二○二○)年三、四月疫情爆發,美股數度熔斷,當時他判斷美國是科技的中心,不管疫情如何轉變,物聯網、5G都是未來的趨勢,投資組合就以美股、生技、科技為主軸。
大方向確立後 從細部挑選基� ....

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