インフレ時代の資産防衛術。S&P500・オルカン一辺倒のリスクをどう管理すべきか？【中村仁×森永康平×加藤浩次】2Sides

[Sponsored by Bluemo Securities Co., Ltd.] Against the backdrop of the expansion of the new NISA in 2024, the inflow of funds into index investments such as the All-China Index and the S&P 500 is accelerating. On the other hand, the trend of "this one investment is enough" is beginning to be criticized for its lax risk assessment in an uncertain macroeconomic environment. This time, we welcome Kohei Morinaga, an economic analyst who develops financial education businesses, and Jin Nakamura, who founded Bluemo Securities Co., Ltd. after working at the Ministry of Finance and foreign consulting firms, to thoroughly discuss the "next step" in asset management for individual investors. Considering structural changes such as the transformation of the economic structure due to AI and the rise of geopolitical risks, we will present the limitations of index-only investing and the importance of diversification and new portfolio design as key points of discussion. Furthermore, for those struggling with their "next investment step," we will introduce a new asset management approach utilizing technology presented by Bluemo Securities. Is your asset management strategy an "unoptimized strategy" that relies on past successes? In this era of inflation, do you have a strategy to protect your assets? Let's consider this here. Free investment consultation with Bloomo: https://bloomo.co.jp/wealth-managemen... Participants ・Koji Kato ・Jin Nakamura (CEO, Bloomo Securities Co., Ltd.) ・Kohei Morinaga (Economic Analyst) Bloomo Securities Co., Ltd. Financial Instruments Business Operator, Kanto Local Finance Bureau Director (Financial Instruments) No. 3384 Member Associations: Japan Securities Dealers Association, Japan Asset Management Association #2sides #KojiKato #JinNakamura #KoheiMorinaga #NewNISA #Orcan #SP500 #Investment #AssetManagement #DiversifiedInvestment #Portfolio #newspicks