2013年7月全球资产配置策略
作者:爱德蒙得洛希尔资产管理(Edmond de Rothschild Asset Management)资产配置及主权债务主管Benjamin Melman
语言:英文
主要观点:
- Preference for equities over the medium term
- Move from neutral to positive on European and Japanese equities
- Move from neutral to positive on European bonds
- Still negative on US bonds
- Focus on US dollar maintained