This week we published our semi-annual market outlook which analyses key market trends across commodities, equities and cryptocurrencies over the next 12 months, plus how investors might apply these insights to a multi-asset portfolio in the near term.
Interest rates have been the dominating force amongst all asset classes for the past year, but as inflationary pressures wane and economies slow down, we’ve reached an inflection point. Following the sharpest rate hiking cycle in modern history, markets are spoiling for the first cut which is locked in1 for the 17-18 September Federal Reserve meeting.
In this outlook, we examine the implications of a more dovish rate environment for major asset classes which will also have to contend with prevalent geopolitical risks and the outcome of another fractious US election.
Read the outlook >
Source
1 https://www.ft.com/content/9a91b649-a701-4cc0-a0c0-3ab0b7be214d
Historical performance is not an indication of future results and any investments may go down in value.
