j.p. 摩根-全球资产配置-2017.3.3-59页.pdf

Completed 03 Mar 2017 12:33 AM EST Disseminated 03 Mar 2017 12:33 AM EST Global Asset Allocation 03 March 2017 Global Asset Allocation Outlook Global Asset Allocation AC Our macro outlook is now one of a world economy cruising at a pace of Jan Loeys only 0.2% above its potential rate, with balanced risk. This implies only (1-212) 834-5874 jan.loeys@jpmorgan.co slight inflation pressure and no reason for central banks to get into a hurry, J.P. Morgan Securities LLC even as the Fed is about to move on its third hike this cycle. A neither-too- John Normand hot-nor-too-cold economy raises the odds of a much longer-lived global (44-20) 7134-1816 expansion, even as the current one is already longer than average. j