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 我们依然认为,全球政府将对经济实行软著陆,而经济增长的放缓速度,将足以维持货币政策宽松,但又未至于对企业盈利造成打击。