Schroder Investment: Expecting 1-2 interest rate cuts by the Federal Reserve this year, investors should adopt a dumbbell investment strategy

Schroder Investment predicts that the Federal Reserve will cut interest rates 1-2 times this year. They recommend investors to adopt a dumbbell investment strategy, diversifying investments in stocks, bonds, and commodities to reduce volatility. In the face of new variables in monetary policy and geopolitics, they emphasize the importance of seeking growth while balancing the allocation of income-generating assets. They are optimistic about the potential of the artificial intelligence and semiconductor sectors, while also recommending utility and energy infrastructure stocks for security and returns