The writer is a former chief investment strategist at Bridgewater AssociatesWhile moderating inflation and more benign interest-rate expectations have helped boost markets this year, there is a more structural risk that remains under-appreciated: demographic decline.
本文作者是橋水基金(Bridgewater Associates)前首席投資策略師
您已閱讀5%(308字),剩餘95%(5677字)包含更多重要資訊,訂閱以繼續探索完整內容,並享受更多專屬服務。