Will investors be caught off guard if the much-anticipated interest rate turn actually happens? And which assets should definitely be in your portfolio during an interest rate turn? Jakob Tanzmeister, Multi-Asset Expert at J.P. Morgan Asset Management, joins us to provide insights. The pro reveals his assessment of the 2024 interest rate landscape, which stocks have historically benefited most from an interest rate turn, and which bonds are essential for your portfolio now. 0:00: Introduction 0:50: When will interest rate cuts happen in the USA and what are their implications for asset classes? 4:31: Why forecasting interest rate developments is so challenging 9:36: Impact of interest rate cuts on stock markets in historical context 13:45: Stocks best positioned after the end of the interest rate cycle 18:30: Why bonds are now intriguing for individual investors too 22:54: Investors can seize these opportunities now 26:00: Should Emerging Markets be in your portfolio? 27:35: Emerging market bonds entice with high returns, do they make sense? ➡️ Read FOCUS MONEY as an E-Paper for only 1 Euro per issue! Here's our exclusive subscription offer for the Mission Money community: www.Focus-abo.de/mission ➡️ Sign up for our weekly stock briefing now: https://www.mission-money.de/newsletter Have you checked out the ETF Magazine? Subscribe now for free as an E-Paper: ➡️ https://www.focus-magazin.de/etf-magazin Follow Mission Money on: ► Instagram: https://www.instagram.com/missionmoney/ ► Whatsapp Channel: https://whatsapp.com/channel/0029VaCaY4h1SWt3QLOPPg37 ► Website: https://www.mission-money.de/ ► Podcast 🎧: iTunes: https://apple.co/2O3vh59 Spotify: https://spoti.fi/2TYclbL Deezer: https://bit.ly/2RWc6va Amazon: https://amzn.to/3rAlmGv Did you enjoy the video? Don't want to miss any new recipes? Then subscribe to us: null by FOCUS MONEY"