Will investors be caught off guard if the much-anticipated interest rate turn actually happens? And which assets should definitely be in your portfolio during an interest rate turn? Jakob Tanzmeister, Multi-Asset Expert at J.P. Morgan Asset Management, joins us to provide insights. The pro reveals his assessment of the 2024 interest rate landscape, which stocks have historically benefited most from an interest rate turn, and which bonds are essential for your portfolio now.
0:00: Introduction
0:50: When will interest rate cuts happen in the USA and what are their implications for asset classes?
4:31: Why forecasting interest rate developments is so challenging
9:36: Impact of interest rate cuts on stock markets in historical context
13:45: Stocks best positioned after the end of the interest rate cycle
18:30: Why bonds are now intriguing for individual investors too
22:54: Investors can seize these opportunities now
26:00: Should Emerging Markets be in your portfolio?
27:35: Emerging market bonds entice with high returns, do they make sense?
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