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Willkommen >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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28 July 2008 |
Credit faces new headwinds but it proves more resilient | |
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July/August 2008 |
| Brazil: Harvesting Growth |
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Fixed income: ECB hikes rates and Fed on hold |
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Equities: Eurozone equities under pressure |
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Sectors: Overweight defensive stocks in Europe |
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Currencies: Latin America: prudential management of capital flows |
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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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