GS 高盛：全球投资策略要点02.02

World-Investment-Strategy-Highlights

-02.02 16页 pdf

Table of contents
Equities supported by valuation, sustainable returns and liquidity 4
US: Focus on themes rather than sectors 5
Europe: A 3D view 7
Japan: A better year than last 9
Asia Pacific: Too Legit to Quit 11
Goldman Sachs global asset return forecasts 13
Disclosures 15