花旗银行：2016年投资主题报告（英文版）

花旗银行 2016年投资主题报告(Late-cycle investing)目录：2 Foreword Eduardo Martinez Campos3 Late-cycle investing Steven Wieting7 Portfolio perspectives8 Our highest conviction views for 201614 Asia Ken Peng and Kris Xippolitos18 Europe Jeffrey Sacks and Kris Xippolitos22 Latin America Renato Grandmont and Kris Xippolitos25 North America Christopher Dhanraj and Kris Xippolitos28 Global alternatives Daniel O’Donnell and Eric Siegel31 Growth, governance and grinding geopolitics: political outlook 2016 Tina Fordha