高盛：2012年12月全球资产配置研究报告（免费）

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Table of Contents
Adding risk: Upgrading equities to overweight, downgrading cash 3
Our forecasts 5
Charts we are watching 6
Key themes and recommendations 7
Equities: Upgrading our 3-month view to overweight 8
Government bonds: Negative returns, especially over 12 months 9
Corporate credit: Sound fundamentals but limited return potential 10
Commodities: Roll yields to provide a larger part of returns 11
FX: We expect the euro to strengthen vs. the dollar 12
How we construct our asset classes 13
Disclosure Appendix 14

2012-12-01_高盛高华_增加风险敞口：上调股票至高配，下调现金配置.pdf (727.26 KB)

2012-12-4 15:31:24 上传

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关键词：研究报告 资产配置 Fundamentals Fundamental Commodities especially potential 研究报告 limited provide