목 차

<FOCUS> 금융위기와 민간 연금시장··························1

요 약 ·················································· i

Ⅰ. 해외경제동향 ·········································· 1

1. 세계경제 ·············································· 1

2. 주요국 경제 ············································ 6

Ⅱ. 국내경제동향 ········································· 24

1. 경제성장 ············································· 24

2. 산업 및 고용 ·········································· 26

3. 물가 ················································· 33

4. 대외거래 ············································· 38

5. 통화량 및 자금흐름 ···································· 43

Ⅲ. 금융시장동향 ········································· 46

1. 주식시장 ············································· 46

2. 외환시장 ············································· 57

3. 채권시장 ············································· 65

4. 대체투자시장 ·········································· 76

Ⅳ. 연기금동향 ··········································· 83

1. 해외연기금 동향 ······································· 83

- ii -

2. 국내공적연기금 동향 ··································· 93

1) 국민연금 ············································· 93

2) 공무원연금 ············································ 98

3) 사학연금 ············································ 101

3. 국내 퇴직연금 및 개인연금동향 ························· 107

참 고 자 료 ············································ 121