摩根大通：2025年全球投资展望报告：乘势而上（英文版）

Easing global policy The global economy is in a better state of balance, allowing global central banks to cut rates and support economic growth. Falling policy rates could impact everything from U.S. housing to European productivity. Among the questions we consider: Should investors follow past “easing cycle” playbooks and buy cyclical assets such as emerging markets? Will dealmaking rebound? • Accelerating capital investment Policymakers are focused on bolstering growth, profitflush companie