Investment Perspectives: Exploring investment opportunities in a declining interest rate environment

Investment Perspectives from RSMR

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?