WHITEPAPERS

FINDING ATTRACTIVE RETURNS IN A LOW RATE ENVIRONMENT

There is a strong case for interest rates remaining structurally lower for a protracted period of time. In our Part II Whitepaper, we consider the consequences on asset prices – in particular on equity prices. We believe the equity market offers investors attractive risk-adjusted returns on average and that equity risk is being priced differently between certain geographies and sectors. This raises the prospect of attractive opportunities ahead.

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