We continue to expect a soft - landing scenario with growth falling sufficiently to enable a less restrictive monetary policy , but not enough to seriously damage corporate earnings . overall , global equities are expected to benefit from a less restrictive monetary policy 我們依然認(rèn)為,全球政府將對(duì)經(jīng)濟(jì)實(shí)行軟著陸,而經(jīng)濟(jì)增長的放緩速度,將足以維持貨幣政策寬松,但又未至于對(duì)企業(yè)盈利造成打擊。