跨资产-2026 年我们关注的跨资产主题-Cross-Asset Dispatches-Cross-Asset Themes We're Watching in 2026

January 9, 2026 06:19 PM GMT Cross-Asset Dispatches M Global Idea Cross-Asset Themes We're Watching in 2026 2026 should bring more differentiated performance, with equities leading. Stretched valuations matter, but we think growth-inflation tensions, the renewed debate on US exceptionalism, and slow normalization in cross-asset correlations will be important to keep an eye on. Key Takeaways Recent Research: Cross-Asset Brief: What's the Impact of the Fed's Decision to Restart Asset Purchases? Key Debates in ...