Goldman Sachs: Global themes and risks 

作者：Abby Joseph Cohen; Michael A.Moran; michelle A. Kim

资源类别：报告

资源格式: PDF 74 pages 453KB

内容介绍：

Theme 1:

Inflection points in economic growth

Theme 2:

Multidecade decline in inflation is over but worries are premature in many countries

Theme 3:

Corporations have responded responsibly to solid financial conditions

Theme4:

Valuation and expected returns are favorable for many equity markets

Theme5:

The rise of volatility and risk aversion

Theme6:

The global context of decision making by corporations and investors