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Wilkommen >Aktuelles & Dokumentation >Markets & Strategy
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Crédit Agricole Asset Management’s experts share their opinions and forecasts on the global financial markets. |
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14 November 2008 |
Risk aversion recedes from peak, but no speedy return to normal | |
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November 2008 |
| Global monetary system under pressure |
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Fixed income: Economic downturn favourable to European bonds |
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Equities: Valuations are encouraging. So why is there so much distrust? |
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Sectors: Still cautious, but more room now for stock picking |
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Currencies: Are the currencies of developing economies facing devaluation risk? |
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First Quarter 2008 |
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2008 ASIA PERSPECTIVE by Ray W. Jovanovich, Chief Investment Officer – Asia |
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CAAM Portfolio Allocation Guidelines |
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1Q08 Investment Outlook and Strategy |
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