Janus Henderson：2024年市场导航：投资展望-连锁反应研究报告（英文版）

The global economy and financial markets entered 2024 in a fragile state. Expectations for a dovish policy pivot were pushing up valuations across asset classes, disregarding the risk posed by sticky inflation. Fast forward several months, and underneath noisy market reactions to nearly every data release, a consistent signal of a resilient and likely improving economy can be heard. However, with central bank policy still uncertain, geopolitical headwinds continuing, and election outcomes yet