The document provides an overview of investment strategies and asset-class perspectives, focusing on both liquid and illiquid alternative investments. It includes a breakdown of strategy percentages for liquid alternatives and asset class percentages for illiquid alternatives. The report discusses macroeconomic trends affecting these investments, such as monetary-policy divergence and U.S. dollar strength, and provides insights into real estate and private equity markets in the U.S., Europe, and China.
documents/vol00010-efta01458602-pdf.pdf
{"title":"Investment Traffic Lights and Asset-Class Perspectives","document_date":"2015-10","document_type":"tabular","key_locations":["United States","Europe","China","Shenzhen","Shanghai","Beijing"],"document_subtype":"investment report","key_organizations":["Deutsche Asset & Wealth Management Investment GmbH","Deutsche Bank AG Filiale London"],"reference_numbers":["DB-SDNY-0118585","SDNY_GM_00264769","EFTA01458602"]}