Our Insights

August 26, 2021
Featured Insight

Which Way for Interest Rates

Movements in interest rates will be the most important determiner of overall investment portfolio performance over the next few years assuming there is no surprise recession or other unexpected shock. Extremely high valuations for equity markets are most often justified via a comparison with very low interest rates and therefore any meaningful increase in interest rates will likely trigger lower share prices. In this Insight we consider why interest rates remain low despite strong growth and what the medium term outlook is.

Which Way for Interest Rates
August 26, 2021

Movements in interest rates will be the most important determiner of overall investment portfolio performance over the next few years assuming there is no surprise recession or other unexpected shock. Extremely high valuations for equity markets are most often justified via a comparison with very low interest rates and therefore any meaningful increase in interest rates will likely trigger lower share prices. In this Insight we consider why interest rates remain low despite strong growth and what the medium term outlook is.

Which Way for Interest Rates
August 26, 2021

Movements in interest rates will be the most important determiner of overall investment portfolio performance over the next few years assuming there is no surprise recession or other unexpected shock. Extremely high valuations for equity markets are most often justified via a comparison with very low interest rates and therefore any meaningful increase in interest rates will likely trigger lower share prices. In this Insight we consider why interest rates remain low despite strong growth and what the medium term outlook is.