For many investors, the hottest topic this year is undoubtedly the US interest rate cycle. Will the US interest rate cycle come to an end? When will it end? If it continues, how many more times will it increase? Two times? Or several times?In the current market conditions, what opportunities are there and what areas should we pay attention to? To help investors clarify these questions, we held an investment seminar on July 20, inviting top global investment institutions to exchange investment insights and share their views with investors. Regarding the US interest rate cycle, PIMCO expert provided the following insights for reference.PIMCO's 3 important points:
PIMCO experts believe that whether the US interest rate cycle continues in the second half of 2023 is not important, as what is important is that interest rates are about to peak.
PIMCO experts expect that the easing cycle will begin in the first or second quarter of next year. Past data has shown that during the easing cycle, debt performance is better than fixed deposits, and investors can pay attention to bond funds.
If investors are concerned about an economic recession, they can pay attention to high-rated bonds, with an annualized dividend yield of about 4%-5%.
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