BARCLAYS-全球投资组合经理文摘-现实检验

Cross Asset Research 4 May 2025 Global Portfolio Manager's Digest Reality Check We provide context and perspective on research across regions and asset classes, this week highlighting our thoughts on the recent outperformance in risk assets; how AI will shape the investing landscape; and we update our oil forecasts on the weakening fundamental outlook. This document is intended for institutional investors and is not subject to all of the independence and disclosure standards applicable to debt research repo ...