This report examines shifting investment dynamics as central banks lower rates and investors seek alternatives to money-market funds.
Key Insights:
• Declining Interest Rates: ECB deposit rate has fallen from 4% to 3% and is expected to reach 2% by year-end.
• Reinvestment Risk: Money-market funds face declining yields, making diversification essential.
• Multi-Asset Approach: Bonds, equities, and alternative assets provide stability amid economic uncertainty.
• Market Volatility: US elections and policy shifts could impact asset correlations.
Read the full report for detailed insights into navigating today’s evolving investment landscape.