高盛：Global tegy Paper_ The tegic Balanced Bear — A Fmework for LongTerm 60_40 Returns and tegic Tiltg(2)
ray dalio·2024-06-01 16:01
更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 PORTFOLIO STRATEGY RESEARCH May 28, 2024 | 9:07PM BST GLOBAL STRATEGY PAPER NO. 68 The Strategic Balanced Bear Christian Mueller-Glissmann, CFA +44 20 7774-1714 A Framework for Long-Term 60/40 Returns and Strategic Tilting christian.mueller-glissmann@gs.com Goldman Sachs International Andrea Ferrario +44 20 7552-4353 andrea.ferrario@gs.com Goldman Sachs International Cecilia Mariotti +44 20 7552-0450 cecilia.mariotti@gs.com Goldman Sachs International Marcus von Scheele +44 20 7 ...