Peter Bates

Jul 19, 2024 | moneymarketing.co.uk | Peter Bates |Vicky Pearce |Tony Wickenden |Salome Asabre

The investment environment is changing. The post‑global financial crisis era of low rates and abundant liquidity is being replaced by one of higher rates, greater divergence of returns and more volatile markets. We believe this period of transition will continue in the second half of 2024. Challenging market conditions will require investors to be more valuation‑sensitive than in recent times, when a rising tide lifted all boats.