瑞信-2019股票策略研究:主题、行业和风格
报告摘要-342页
The economic shocks of 2018 – China and Europe – are now largely in the price, hence we raise mining to benchmark and have turned more positive on European cyclicals to now be benchmark, focusing on domestic plays (though we stay underweight of US cyclicals).
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桥水-2019全球展望
报告摘要-34页
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瑞信-2019全球股票投资策略
报告摘要-101页
This fifth edition of our primer for thematic investing highlights the prospects of eight themes that we believe offer structural 'GDP-plus' top-line growth. The macro cycle suggests that such growth remains a scarce commodity.
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摩根斯坦利-北美量化策略报告
报告摘要-18页
We polled attendees at our Quant Conference and compared responses with those from 2017. Adoption of machine learning has increased and there is more optimism about passive investing, but quant headcount growth slowed. We polled the audience at our 6th Annual Morgan Stanley Quantitative Research and Investment Conference
1、AlternativeData
2、MachineLearning
3、PassiveInvesting
4、QuantamentalTrends
5、ESG/SRI
6、Factortiming
7、Risks
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瑞银- 2018全球量化报告
报告摘要-45页
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瑞银-散户投会影响中国股市吗?
报告摘要-22页
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