更多资料加入知识星球：水木调研纪要 关注公众号：水木纪要 June 2024 Mid-Year Investment Outlook 2024 Finding value, avoiding traps Authors In brief Karen Ward Chief Market Strategist for EMEA • As we look to the next 12 months, we expect global growth Tilmann Galler to remain robust, although its geographical composition is Global Market Strategist changing. Maria Paola Toschi • With resilient growth comes resilient inflation, but we think Global Market Strategist central bankers will be willing to tolerate some overshoot of Hugh Gimbe ...