《瑞银环球展望- 2008年》认为预料中明年的全球经济增长放缓可能导致投资风险加剧,令许多资产类别的回报更趋温和,且环球股票表现将超越债券以及某些非传统资产
Editorial 4
Key investment views 5
Investment strategy
Choppy waters ahead 6
Economy
Slower growth with contained inflation 8
Currencies
Currency regimes on the move 11
Equities
Large-cap developed equities favored 14
Bonds
Quality matters again 17
Nontraditional asset classes
– Real estate
Downturn for non-listed investments 20
– Commodities
Temporary weakness amid slowdown 21
– Hedge funds
Solid results during 2007 22
Financial markets
Past performance and expected returns 24
Publication details 25
[此贴子已经被wesker1999于2007-12-21 0:21:57编辑过]