2026 全球策略会议-资产配置展望-Global Strategy Conference 2026 — Asset Allocation Outlook

GOAL: Asset Allocation Goldilocks Re-Cycling January 2026 Christian Mueller-Glissmann, CFA Head of Asset Allocation Goldmans Sachs International christian.mueller-glissmann@gs.com +44-20-7774-1714 This report is intended for distribution to GS institutional clients only. Investors should consider this report as only a single factor in making their investment decision. For Reg AC certification and other important disclosures, see the Disclosure Appendix, or go to www.gs.com/research/hedge.html. This report i ...