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柏瑞投资发表《2019 年全球投资展望》
One of the defining characteristics of the current business cycle – other than its close-to-record length – is the volatility of global macroeconomic conditions. The specter of disruption is now more real than ever, regardless of the source – geopolitics, technological innovation, or business investment. These dynamics are leading to rising dispersion among assets, underscoring the need for investors to be highly selective.
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