2026+全球年中投资展望+Global+Mid-Year+Outlook+2026.docx

2026+全球年中投资展望+Global+Mid-Year+Outlook+2026.docx

2026+全球年中投资展望+Global+Mid-Year+Outlook+2026.docx

GlobalMid-Year

Outlook

2026

RonaldTemple,CFA

ChiefMarketStrategist

ExecutiveSummary

Aswereachthemidpointof2026,theglobalinvestmentlandscapelooksmeaningfullydifferentthanatthestartoftheyear.Irancontinuesto

dominateheadlines—butthemoreconsequentialshifts

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