"분기별 경제 및 연기금 동향 (2009.1/4분기)
목 차
요 약 ···················································i
Ⅰ. 해외경제동향 ··········································1
1. 세계경제 ···············································1
2. 주요국 경제 ············································7
Ⅱ. 국내경제동향 ·········································23
1. 경제성장 ··············································23
2. 산업 및 고용 ··········································25
3. 물가 ·················································32
4. 대외거래 ··············································37
5. 통화량 및 자금흐름 ·····································42
Ⅲ. 금융시장동향 ·········································45
1. 주식시장 ··············································45
2. 외환시장 ··············································56
1) 환율동향 ·············································56
2) 외환거래동향 ··········································59
3) 외환보유액 ············································62
3. 채권시장 ··············································64
1) 국내채권시장 ·········································64
2) 해외채권시장 ··········································73
4. 대체투자시장 ··········································75
- ii -
Ⅳ. 연기금동향 ···········································81
1. 해외연기금 동향 ·······································81
1) 국민연금 ·············································90
2) 공무원연금 ············································95
3) 사학연금 ·············································98
3. 국내 퇴직연금 및 개인연금동향 ··························104
1) 퇴직연금 ············································104
2) 개인연금 적립금 현황 및 추이 ··························116
참고자료 ···············································119