
Investment Perspectives from RSMR
The Investment Perspectives podcast from RSMR helps financial advisers understand the economic landscape by analysing current events from an expert investment perspective.
With two decades of experience delivering independent fund ratings to advisory businesses, our forward-looking research process is dedicated to constant market monitoring and assessment. Our investment team is a fountain of knowledge and as Client Engagement and Marketing Manager at RSMR, I’m always looking for ways to get RSMR commentary out there. Tailored for professional financial advisers, our monthly podcasts aim to inform and provoke thought.
Each month I talk to one of our team about a pertinent global event or topic, delving into discussions about implications through an investment perspective lens. The podcast not only features insights from our accomplished investment team but also perspectives from our account management team – a unique angle fueled by their direct interactions with financial advisers.
Investment Perspectives from RSMR
Investment Perspectives: Exploring investment opportunities in a declining interest rate environment
Many of us have felt the pressure of prevailing high interest rates over the last few years but it looks like there is light at the end of the tunnel so it’s time to consider whether the message has changed from central banks and what the expectations and implications of the new lower rate environment will be.
- The trajectory is that interest rates will continue to fall but at what pace?
- How can we protect our investments in the current economic environment and where are the openings?
- When it comes to expenditure on AI, have the baked in expectations of growth in some of the mega caps gone too far and what will the actual return on investment be?