Research Briefing | Mar 20, 2024

Quick Take – low quality stocks to benefit from a soft landing

We think lower quality stocks such as small caps will be the key beneficiaries of our soft-landing view. These stocks have been the most vulnerable to rising yields over the past year but are likely to fare better as the major central banks begin to cut rates around the middle of the year.

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Asset Management asset management newsletter Central banks Equities Investment returns Rates Stocks

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