Guide to riding through US Fed rate cuts

Chapters:

00:00 – Introduction
01:40 – Historical rate cut cycles & asset class performance
04:50 – Why you should reassess your cash vs bonds investments
09:42 – What are the risks and returns of fixed income compared to cash?
13:26 – How to start investing in fixed income
15:36 – When should you move to fixed income?
18:20 – Are equities still a better option?
24:17 – Q&A: The market is expecting the Fed to cut more, around 200 basis points by next year. How much has this been priced into the bond market?
26:46 – Q&A: Is the rate cut bullish or bearish given our current economic climate?
30:48 – Q&A: What does locking in bond prices mean? How does it work for bond funds versus individual bonds?
36:16 – Q&A: How will a 50 basis points cut and a total of 100 basis points by the end of the year affect technology and Magnificent 7 stocks? How about small caps?
39:21 – Q&A: Are REITs already overpriced? Which REITs are good to invest in right now?
41:06 – Q&A: What is the outlook for private credit given the rate cut?
44:19 – Q&A: With further cuts into 2025, how does that impact dividend stocks?
46:06 – Q&A: How will the Fed's expected rate cuts into 2025 impact the 30-year bond price?
49:00 – Q&A: Is it still good to buy bonds given high long-term interest rates due to decoupling, budget deficits, and de-dollarisation?
50:39 – Q&A: How would you position the Passive Index Collection against other Fund Smart fixed income funds presented earlier?
52:09 – Q&A: Investment-grade and high-yield spreads are trading tight. Would you still encourage investors to long bonds?
54:38 – Q&A: Is it better to buy US government bonds or investment grade corporate bonds?
57:10 – Q&A: How should Singapore-based investors think about US dollar weakening?
58:52 – Q&A: Do we foresee the default rate rising in private credit?

Featuring Hugh Chung and Yulin Liu from Endowus Investment Office, this webinar walks investors through the Fed’s decision and its implications for investors, suggesting ways for investors to strategically optimise their portfolios.

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