How inflation and interest rates shape fixed income and multi-asset portfolios
In the fourth video of our 2025 Investment Outlook series, Eoin Walsh from TwentyFour Dynamic Bond and Vincent Ropers of IFSL Wise Multi-Asset Growth discuss how inflation and interest rate dynamics are shaping investment strategies.
Eoin notes that while global inflation is trending toward central bank targets, policy shifts may slow the rate-cutting cycle. Meanwhile, Vincent highlights the volatility of the rates market, which has made navigation challenging but has also opened opportunities in fixed income for the first time in years.
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