渣打银行-2024年下半年投资展望（英）.pdf

WSGlobalChiefInvestmentOffice

21June2024

GlobalMarketOutlook

Adaptingto

shiftingwinds

Thestartofmajorcentralbankratecuts

marksakeyturningpointforinvestorsas

policymakersswitchtheirfocustowards

supportinggrowth.

Weseeitasagoodtimetoadaptto

theseshiftingwindsby(i)staying

Overweightequitiesoverbondsand

cash,(ii)favouringUSequitiesglobally

an