PICTECT：Regime Shifts and Lower Returns

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目录如下（共48页）：

CONTENTS
FOREWORD
The next 10 years: regime shifts and lower returns
THE UNEXPECTED IN EXPECTED RETURNS: 10 OBSERVATIONS
1. SECULAR OUTLOOK
      1.1 Identifying economic regimes and structural breaks
      Economic regimes and regime shifts
      Inflation and its drivers
      1.2 Secular stagnation meets the innovation shock
      1.3 The emerging market factor
      1.4 Monetary policy–looser for longer, but no ‘quantum leap’
2. EXPECTED RETURNS
      2.1 Expected returns over the next 10 years
      2.2 Expected returns: general principles
      2.3 Expected returns: highlights per asset class
Annex


2017Q1-PICTET-Horizon-Regime Shifts and Lower Returns.pdf (1.51 MB, 需要: 3 个论坛币)

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关键词：Returns Shifts regime RETURN lower