목  차

[ 요 약 ]                                                      1

Ⅰ. 해외경제동향                                              13

1. 세계경제                                                 13

2. 주요국 경제                                              16

Ⅱ. 국내경제동향                                              30

1. 경제성장                                                 30

2. 산업 및 고용                                             33

3. 물가                                                     43

4. 대외거래                                                 49

5. 통화량 및 자금흐름                                       53

Ⅲ. 금융시장동향                                              56

1. 주식시장                                                 56

(1) 국내주식시장                                           56

가. 상장주식총괄                                         56

나. 매매동향                                             58

다. 투자여건                                             59

라. 수익성 분석                                          61

마. 파생상품시장                                         64

(2) 해외주식시장                                           65

가. 주요국 주가지수 동향                                 65

2. 외환시장                                                 67

(1) 환율동향                                               67

(2) 외환거래동향                                           70

(3) 외환보유액                                             73

3. 채권시장                                                 75

4. 대체투자시장                                             87

(1) 국내동향                                               87

(2) 해외동향                                               89

Ⅳ. 연기금동향                                                91

1. 해외연기금동향                                           91

2. 국내공적연기금 동향                                     100

(1) 국민연금                                              100

(2) 공무원연금                                            105

(3) 사학연금                                              108

3. 국내 퇴직연금 및 개인연금동향                           112

(1) 퇴직연금                                              112

가. 적립금 규모 (운용관리계약 기준)                     112

나. 적립금 운용현황                                     115

다. 가입자 현황                                         117

라. 계약체결 현황 (계약건수 기준)                       119

마. 도입사업장 현황 (지방관서 규약신고 기준)            122

(2) 개인연금 적립금 현황 및 추이                          124

참고자료                                                     127