Our forecasts 6
Key themes and recommendations 7
Themes and basket implementations 11
Our sector views 12
Commodities: Structurally stable, but cyclically tight markets support returns 14
Industrial metals 16
Precious metals 17
Agriculture 17
Credit: The search for yield is finding less and less 18
Global Bonds: Macro factors should take centre stage again 22
FX: Key FX risks into early next year 27
How we construct our asset classes 32
Disclosure Appendix 34
2012-10-20_高盛高华_GOAL:全球资产投资机会定位.pdf
(2.93 MB)


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