lower interest rates means less attractive repo and deposit rates, thus expect more capital movement into assets, as the yields on MMF/deposits become less attractive

lower interest rates means less attractive repo and deposit rates, thus expect more capital movement into assets, as the yields on MMF/deposits become less attractive overall positive pressure on asset prices for the next 3 years - gold, silver and real estate (real estate is more region specific) are great assets to hold i'd be wary of US equities while it's not the top yet and they'll still move higher - you need to be on the lookout the cycle top, which will manifest in some form in the medium long-term in the next two years it's reasonable to expect a significant downturn in US equities, which may or may not be longer-lasting. it largely depends on the specific QE & other government policies taken to modulate liquidity and yields so if you're heavily exposed to US equities, it's a good idea to monitor it closely, as there's a risk of a significant downturn the biggest downside risk to US equities comes from FX, namely from the value and dominance of the US dollar: ➖ while a weaker USD is positive for cross-border USD credit/liquidity, it also makes imports more expensive for the US - and US is a net importer. increased import prices will put negative pressure on the whole economy, including publicly-traded companies ➖ less dominance/demand of USD will not only lead to less total USD abroad available to invest into the US equities, but also lead to the further development of non-USD financial markets because the capital that moves away from USD will need to get invested somewhere. China is the most obvious candidate to benefit from these developments, especially when it comes to equities and renminbi demand. i believe the EU is in a unique position to attract a lot of that USD-exiling demand, but that would require opening-up the markets and regulatory adaptations in that direction