Robeco：2026年投资展望报告：同步转变（英文版）

Our thesis of a synchronized shift has strong reminiscences with 2017 when the global economy, especially emerging markets, enjoyed a temporary upswing on the back of easy financial conditions, a depreciating dollar, stabilizing energy prices and a re-accelerating global economy with improving business and consumer confidence. Our metric shows that around 2017 more than 80% of G19 economies accelerated at an above 2% pace in terms of real GDP.