景顺:2025年全球经济将重新加速 减息有助于风险资产

智通财经网
10 Dec 2024

智通财经APP获悉,景顺环球首席市场策略师Kristina Hooper表示,世界许多央行在控制通胀方面取得成功,为刺激增长而采用宽松货币政策。她认为,2025年经济增长会重新加速。新兴经济体会受惠于发达经济体的减息周期,同时减息有利于风险资产,软着陆之下认为风险资产可能在明年表现良好。美元以及其他货币的关系也更加不均衡,美国股票方面科技股表现良好,希望可以对中小型股敞口更大一些。美国的关税政策...

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