The Infinity Multi-Asset Portfolio showcased strong performance across major asset classes, driven by expectations of lower interest rates and moderate inflation. Over the past year, financial markets have rallied, delivering robust returns in both equities and fixed income. Portfolios have outperformed their benchmarks over the three- and five-year horizons, with a focus on strategic security selection and asset allocation. Looking ahead, the team anticipates further rate cuts, particularly in the US and Australia, and plans to increase exposure to cyclical and interest-rate-sensitive sectors. They are cautiously approaching emerging markets, given China’s growth challenges and the upcoming US presidential election. Fixed income is expected to provide mid-single-digit returns through 2025.
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