Jupiter AM: The first rate cut may not be the deepest

Jupiter AM: The first rate cut may not be the deepest

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Ariel Bezalel, Head of Strategy, Fixed Income, has been positioning his strategy for the end of the economic cycle for some time. He explains why he is sceptical that US rate cuts can drive a sustainable rally, and why allocating to high-quality, liquid assets is more important than ever based on a number of recession warning signs.

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