The writer is president of Queens’ College, Cambridge, and an adviser to Allianz and GramercyThe first half of 2023 witnessed striking economic and financial dispersion, both within countries and across them. With some of this dispersion reversed in July, there is a growing tendency to forecast convergence in the period ahead, and the favourable set of outcomes that would come with that, from better growth and inflation results to rewarding investment performance. Yet, doing so now would be premature and unwise.
本文作者是劍橋大學王后學院(Queens' College, Cambridge)院長,安聯(Allianz)和Gramercy顧問
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