What will falling US interest rates mean for my portfolio? скачать в хорошем качестве

What will falling US interest rates mean for my portfolio?

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