2024年中全球投资展望-16正式版

2024MMKKTGGMM00772244AA//SS--33772328404144--11//11662024(AI)PhilippHildebrandJeanBoivin——WeiLi———VivekPaul—ChristopherKaminker—28-148-9106123-43111213——45-756141572MMKKTGGMM00772244AA//SS--33772328404144--22//1166资本支出总要素生产力?2024203019701880176020108919401840(TransitionScenario)3.5010203060%100%20246Crafts(2021)Crafts(2021)3MMKKTGGMM00772244AA//SS--33772328404144--33//116661212202474MMKKTGGMM00772244AA//SS--33772328404144--44//116611003210MetaAlphabet2520200510152030美联储设定的利率将会重创经济。20247100••5MMKKTGGMM00772244AA//SS--33772328404144--55//116622005-202432161202005201020152020美联储设定的利率将会重创经济。8-9LSEGDatastream20247MSCIMSCI••6MMKKTGGMM00772244AA//SS--33772328404144--66//11663201520202025203020352040美20247••HelenJewell–7MKTGM0724A/S-3738014-7/16—2022-203016%14%12%10%8%5006%4%2%0%2022202420262028203021BGIFSemianalytics2024(Bernstein)52022/••8MKTGM0724A/S-3738014-8/16—1970-20244%4%3%2%1%0%2070-803生产力大幅提升3%2%1%1970198019902000201020201%I2070HaverAnalytics202470.1%

1.5%—••SimonaParavani-Mellinghoff—9MKTGM0724A/S-3738014-9/16—1940-20241701207020-30MacrohistoryJorda2017HaverAnalytics20246••TomDonilon10MKTGM0724A/S-3738014-10/16—2000-201986420-2—-0.50.51.52.5214080%64%Haver

20243200020192019••DavidGiordano–11MKTGM0724A/S-3738014-11/16—1970-20248575655545353002502001501005015-64197019801990200020102020/LSEGDatastream202431990Datastream••CarrieKing—12MKTGM0724A/S-3738014-12/16—12%10%8%6%4%2%200%2024610MSCI••YuichiChiguchi—13MKTGM0724A/S-3738014-13/166-1220247••••••3%2024714MKTGM0724A/S-3738014-14/1661220247ꢀ10ꢀꢁꢈꢉꢈꢀꢀꢀꢉꢈꢀ中性n15MKTGM0724A/S-3738014-15/16“”©2024BlackRock,Inc.BLACKROCK