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随着经济逐步走出2020年新冠肺炎疫情的阴影、需求持续稳步复苏,2021年全球经济增速有望回升至4.2%。各主要发达经济体面对零/负利率常态化,意味着股市依然能够带来可观的投资收益。从回报前景来看,股票依然是最富吸引力的资产类别。此外,预计未来一年,新兴市场资产 (包括债券和股票) 将有不俗表现,美元则难以扭转弱势格局。

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