Norway: The Fed is gradually approaching rate cuts, bullish on securitized assets and preferred securities

The Federal Reserve is gradually approaching rate cuts, with Norwe Chief Investment Officer bullish on securitized assets and preferred securities. The cooling of US economic data and easing inflation pressures reflect that the Federal Reserve is gradually approaching a rate cut phase. The market expects the possibility of a rate cut to reach 100% after the September meeting. Investors may consider transferring some assets out of short-term bonds and cash, using diversified bonds as a supplement. Securitized assets and preferred securities are investment opportunities worth paying attention to. Preferred loans and high-yield corporate bonds continue to perform well. Investors should consider extending the investment duration and seek value in specific fixed income markets