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ID:8224440
大小:2.18 MB
页数:28页
时间:2018-03-10
《高盛-2017投资展望图解-2017.7.19-goldman_sachs-2017_investment_outlook_chartbook(2017-07-19)》由会员上传分享,免费在线阅读,更多相关内容在行业资料-天天文库。
1、ChartbookTheLongCycleContinuesColorPaletteWeexpecttheprolongedexpansionphaseofthegrowthcycletocontinuein20170:53:95115:153:1980:63:45Primary180:204:149GSAM2017GDPForecastsbyCountry,RegionandMarket(%)Colors70:22:107GSAMConsensus2:108:1828USUKEurozoneJapanDevelopedEmergingWorldMarkets
2、Markets245:202:7765.1248:156:874.84.843.5127:154:1753.22.32.13.321.6185:204:2261.62.22.01.21.61.30.71.01.51.51.00.80.60.8127:159:150020162017201620172016201720162017201620172016201720162017217:229:202SecondaryColorsBrazilRussiaMexicoKoreaIndonesiaChinaIndia162:138:18187.57.3128:181:
3、2186.76.46.965.36.35.8250:228:1665.05.24251:205:1712.82.22.5Objectfills227:235:24421.51.51.92.72.11.51.0-0.61.3TableHighlight255:255:1530201620172016201720162017201620172016201720162017-0.8-2-3.0-4-3.320162017Source:GSAM.AsofJanuary2017.Theeconomicandmarketforecastspresentedhereinar
4、eforinformationalpurposesasofthedateofthispresentation.Therecanbenoassurancethattheforecastswillbeachieved.Pleaseseeadditionaldisclosuresattheendofthispresentation.2017GSAMInvestmentOutlook2WeBelieveEquitiesandEmergingMarketsareAttractiveColorPaletteWefavorequitiesandemergingmarketa
5、ssetsovercorporatecreditandgovernmentbonds0:53:95115:153:1980:63:45Primary180:204:149Our12-MonthCross-AssetViewsComparedto2016Colors70:22:1072016View2017ViewLessAttractiveMoreAttractive2:108:182EmergingMarketEquity245:202:77EuropeanEquity248:156:87EquityUSEquity127:154:175JapaneseEq
6、uity185:204:226EmergingMarketDebtLocal127:159:150InvestmentGradeCorporateBonds217:229:202FixedIncomeSecondaryHighYieldCorporateBondsColors162:138:181USGovernmentBonds128:181:218Commodities250:228:166RealAssetsPublicRealEstate251:205:171PublicInfrastructureObjectfills227:235:244USDol
7、larTableHighlight255:255:153EuroCurrenciesJapaneseYenChineseRenminbiSource:GSAMGlobalPortfolioSolutions(GPS)asofDecember2016andaresubjecttochange.ChartreflectsGPSrelativeassetallocationviewsandmaynotberepresentativeofeachGSAMportfolioteam’sviewonopportunitieswithinindividualmarkets.
8、2017GSAMInvestmentO
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