How to play higher interest rates for longer in equities

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Having done the rounds with super fund CIOs in the past week, we can confidently say two things: higher interest rates for longer is the consensus call and listed equities are back in fashion.

Our CIOs can all see rates are coming down in some parts of the world – Europe, Canada, for example – but none of them told us to expect any dramatic changes to either Australian or US interest rates this year, pushing the bulk of the rate cuts story into 2025.

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