_戦略骨子有_short版_202206_Discussion_Material_債券株式為替アップデート済__202206.pdf

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1. copyright © 2022 Pragmaworks Inc. All Rights Reserved D i s c u s s i o n M a t e r i a l June 5 , 2022
2. A p p e n d i x . P r a g m a w o r k s
3. 3 PW with Covid19 - - PW 2020 2021 2021     ETF 1.    2.     3.   3-5  4.   USD     1. REIT  REIT  2.  3.   4. PE   
4. 4 株式(Equity) 1. 2. FRB 10 3. FRB 1. 2. 3. 2 4. PL CF BS 5. Peak out 2022 ※ Bold
5. 5 債券(Fixed Income) 1. 6 ,7 FOMC 0.5 9 2. FRB (QT) 6 3. QT 4. CPI 1. 2. FRB ⇔ 3. QT 4. 5 1. 2. CoCos 6% 3. 3-5 Tier2 4% 4. QT 10 IG 5% 通貨(Currency) 1. FED 2. 3. 1. USD USD 2. USD 1. 2.
6. 6 ご留意いただくポイント 2020 6 1 免責事項