Navigating Interest Rate Cuts: Strategies for Global Diversification

Honest Money

In today's episode, Warren Ingram and Rupert Hare, Head of Multi-Asset at Prescient, discuss the potential for interest rate cuts in the US and how it may impact asset allocation. They discuss the importance of diversification, preparing for different eventualities, the opportunities in global fixed income, and the potential for value in stock markets outside of the US.
Takeaways

• Interest rates are likely to come down in the US, and investors should prepare for different eventualities.
• Diversification across geographies and asset classes is important to mitigate risks and take advantage of opportunities.
• Global fixed income, which has been ignored for years, is now offering attractive returns.
• There are opportunities in stock markets outside of the US, especially in South African equities.
• Investors should consider the impact of interest rate cuts on different asset classes and adjust their allocations accordingly.

Get more insight on how Prescient Investment Management can help you here.

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Chapters

1. Investing in Uncertain Rate Environments (00:00:00)

2. Global Fixed Income and Economic Growth (00:06:37)

3. Exploring Global Investment Opportunities (00:11:30)