Rising Investment and Loose Fiscal Policy Pushing Long-Term Real Interest Rates Higher: Franklin Templeton / is on Nostr

Institutional investors adapting to post-pandemic global economy

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2024-07-02 15:58:29

The Impact of the New Normal Interest Rate Regime on Real Estate Performance
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#e06557d3 ver:0.11
The end of the "new normal" interest rate regime is impacting real estate performance. Rising interest rates, geopolitical conflicts, and a shift towards state-led growth in China are contributing to this change. While the bond market is experiencing pain, the return of normal interest rates indicates a stronger economy. However, investors should adjust portfolios and consider alternatives to riskier stocks. Rising investment and loose fiscal policy are pushing long-term real interest rates higher, but efforts to control the budget deficit seem implausible. Interest rates may rise in a cyclical pattern, but the path remains lower in the long-term. #InterestRates #RealEstate #Economy...
#newstr #InterestRates #NewNormal #RealEstate #EconomicOutlook
https://here.news/story/e06557d3?ver=0.11

2024-07-02 15:57:47

The Impact of the New Normal Interest Rate Regime on Real Estate Performance
===============
#e06557d3 ver:0.11
The end of the "new normal" interest rate regime is impacting real estate performance. Rising interest rates, geopolitical conflicts, and a shift towards state-led growth in China are contributing to this change. The bond market is experiencing pain as rates return to normal, causing losses for investors. However, this transition signifies a step towards a healthier economy. Real estate investors should adjust portfolios accordingly. Rising investment and loose fiscal policy are pushing long-term rates higher, while persistent deficits put upward pressure on rates. Interest rates may rise in a cyclical pattern, but the path remains lower in the long-term. #InterestRates #RealEstate #Economy...
#newstr #InterestRates #NewNormal #RealEstate #EconomicOutlook
https://here.news/story/e06557d3?ver=0.11

2024-06-14 12:56:20

Diverging Views on the Path of Interest Rates in the Long-Term
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#e06557d3 ver:0.1
The era of low interest rates is ending as rising rates, constrained fiscal space, and geopolitical conflicts reshape the global economy. The bond market is experiencing pain as rates return to normal, causing losses for investors. However, this shift signifies a stronger economy and a step towards a healthier future. There is wide variation in economic forecasts, leading to a richer discussion. Rising investment and loose fiscal policy are pushing rates higher, while increasing debt and deficits actually lead to lower rates. The path of interest rates remains lower in the long-term. #InterestRates #Economy #Bonds...
#newstr #InterestRates #FiscalDeficits #EconomicGrowth #Inflation
https://here.news/story/e06557d3?ver=0.1

2024-05-28 05:00:55

Rising Investment and Loose Fiscal Policy Pushing Long-Term Real Interest Rates Higher: Franklin Templeton
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#e06557d3 ver:0.09
Rising investment and loose fiscal policy are pushing long-term real interest rates higher, marking the end of the "new normal" era of low rates. This shift has implications for inflation, tech start-ups, housing, and government deficits. While the bond market may experience short-term disruptions, it signifies a step towards a healthier economy. The pandemic economy has brought back higher inflation and interest rates, leading to diverse economic forecasts and exposing unseen risks. Investors should consider capturing yield in their portfolios and explore alternatives to riskier stocks. Rising investment and loose fiscal policy are driving the trend towards higher interest rates, with factors such as infrastructure investment, geopolitical tensions, and the green energy transition playing a role. The need to fund large fiscal deficits puts upward pressure on interest rates. Institutional investors are adapting to navigate these new conditions. #interestrates #inflation #economy #investing...
#newstr #InterestRates #Investment #FiscalPolicy #ProductivityGrowth #SecularStagnationTheory #UsGovernment #BudgetDeficit
https://here.news/story/e06557d3?ver=0.09