The writer is co-head of investment and group chief investment officer at SchrodersEquity markets have largely made a strong start to 2024 as investors rushed to price in a monetary policy pivot — in the form of anticipated rate cuts — from central banks. That has left valuations looking stretched across asset classes.
本文作者是施羅德(Schroders)聯(lián)席投資主管、集團首席投資官
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