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| 文件名: 2012-01-14_高盛高华_GOAL：全球资产投资机会定位.PDF | |
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目录
Uncertainty remains 3 Sovereign concerns created another volatile quarter 3 Uncertainty remains 3 Our current allocation: Near term neutral, longer term pro-risk 4 Equities: Neutral near term, overweight long term 6 Themes and basket implementations 9 Our sector views 10 Commodities: More room to navigate in 2012 12 Corporate Credit: A stormy but relatively safe harbor 16 Government Bonds: Growth shifts and credit shifts 20 FX: Higher EUR/$ medium to longer term, lower very short term 24 Disclosure Appendix 28 |
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