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7min chapter
Central Banks and IPOs
Bloomberg Surveillance
Analysis of Central Bank Rate Cuts and Asset Allocation Strategies
This chapter delves into the likelihood of rate cuts by central banks like the ECB, Bank of England, and the Fed, discussing their differing economic outlooks. It also provides recommendations for asset allocation during a risk-on period, favoring equities, credit, and exploring undervalued markets such as small-cap stocks and Latin America.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode