Lower interest rates, geopolitical conflicts poised to shape investment decisions in 2025
Bond yields remain attractive, and India could continue to outperform, say analysts
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GLOBAL asset markets are likely to be influenced by lower interest rates and geopolitical trade tensions in 2025, with bonds and cyclical equities likely to benefit.
Policy rates have likely peaked as major central banks focus on easing, said Bhaskar Laxminarayan, Julius Baer’s chief investment officer and head of investment management in Asia.
“However, barring growth slumps or financial accidents, central banks will likely be reluctant to cut rates swiftly,” he said.
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