What will falling US interest rates mean for my portfolio?
Автор: Fidelity International
Загружено: 2026-01-30
Просмотров: 515
Описание:
What happens if the Federal Reserve makes good on White House demands for lower interest rates but inflation holds up? Fidelity portfolio managers Becky Qin and Philip Fielding discuss the potential for a period of financial repression in the United States and what it will mean for investors, while Senior Sovereign Analyst Andressa Tezine explains the political risks of an election year in Brazil.
00:00 Intro
01:13 Financial repression and the row over Fed independence
04:59 The emerging markets paradox
07:16 US inflation outlook
08:25 Impact of the US dollar on emerging markets
10:00 Investing under financial repression
14:29 Emerging markets changes
20:25 Brazil in focus
27:39 What other countries look attractive?
29:43 Emerging markets risks
34:05 To sum up
#investing #federalreserve #interestrates #useconomy #multiasset #fidelityanswers #emergingmarkets #fixedincome
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