Interest Rates Heading Lower? 2 Picks To Not Loose Yield

Core Insights - The article emphasizes the importance of not making significant capital allocation decisions based solely on assumptions regarding future interest rate paths [1]. Group 1: Analyst Background - Roberts Berzins has over a decade of experience in financial management, assisting top-tier corporates in shaping financial strategies and executing large-scale financings [1]. - He has contributed to institutionalizing the REIT framework in Latvia to enhance the liquidity of pan-Baltic capital markets [1]. - His policy-level work includes developing national SOE financing guidelines and frameworks for channeling private capital into affordable housing [1]. - Berzins holds a CFA Charter and an ESG investing certificate, and has interned at the Chicago Board of Trade [1]. Group 2: Market Context - The article suggests that the current macroeconomic environment should be approached with caution, particularly regarding interest rate assumptions [1].