2026年中全球投资展望报告 Global Mid-Year Outlook 2026.docx

2026年中全球投资展望报告 Global Mid-Year Outlook 2026.docx

2026年中全球投资展望报告 Global Mid-Year Outlook 2026.docx

Globa

GlobalMid-Year

Outlook

2026

RonaldTemple,CFA

ChiefMarketStrategist

ExecutiveSummary

Aswereachthemidpointof2026,theglobalinvestmentlandscapelooksmeaningfullydifferentthanatthestartoftheyear.Irancontinuesto

dominateheadlines—butthemoreconsequentialshiftsarest

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