Visions of Lower Rates and a Soft-Landing Economy

Equity investors are imagining multiple rate cuts ahead — but downplaying the growth slowdown risks.

Key Takeaways

• Asia Still A Favored Investment Destination: We released our updated Strategizer model earlier this week, and once again, as has been the case for well over a year, it showed the region of the investing world with the best return potential to be Asia. With today’s +1.1% advance in the MSCI Asia-Pac index, it has now finished with a seven-day winning streak — the longest stretch since July.