Our Asset Allocation Chart Pack has been updated with the latest data and our analysis of recent developments.
We expect the fortunes of 'safe' assets to improve over the rest of this year, largely informed by our belief that investors are underestimating how quickly and/or how far central banks will cut interest rates over the next couple of years. And while we think 'risky' assets may tread water over the coming months, we forecast strong returns over both 2024 and 2025 as monetary policy eases and economic growth rebounds.
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