摩根大通：2025年全球投资展望报告：发挥优势（英文版）

In our 2025 0utlook, we present a range of ideas-ourtop 25 for *25-to help you prepare for the coming yearWe believe five key themes will drive markets in 2025: Easing global policy The global economy is in a better state of balance.allowing global central banks to cut rates and supporteconomic growth. Falling policy rates could impacteverything from u.S. housing to European productivity.Among the questions we consider: Should investors follopast "easing cycle" playbooks and buy cyc