Investment Insights

Talking Heads – The case for sovereign debt in multi-asset portfolios – and for gold

10min | 06/25/2024|

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Description

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolios, Risks to such a scenario include doubts about the sustainability of high government budget deficits. The resulting search for alternative stores of value could well continue to favour gold.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am

Hosted on Ausha. See ausha.co/privacy-policy for more information.

Description

The scaling back of expectations for the number of interest rate cuts from the US Federal Reserve in 2024 has been a feature so far this year. As Mark Richards, Head of Flexible and Absolute Return, points out to Daniel Morris, Chief Market Strategist, such action from the Fed could boost the performance of government bonds in multi-asset portfolios, Risks to such a scenario include doubts about the sustainability of high government budget deficits. The resulting search for alternative stores of value could well continue to favour gold.

For more insights, visit Viewpoint: https://viewpoint.bnpparibas-am.com/
Download the Viewpoint app: https://onelink.to/tpxq34
Follow us on LinkedIn: https://bnpp.lk/am

Hosted on Ausha. See ausha.co/privacy-policy for more information.

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