Discussing the impact of interest rate cuts on the market, the importance of caution in portfolio management, and adapting to changing financial landscapes. The chapter explores investment preferences of high net worth individuals, family offices, and generational wealth, emphasizing the need for control in portfolios through alternatives like real estate, private equity, and hedge funds. It also highlights clients' interest in diverse investment topics like Nvidia, AI, and fixed income, discussing strategies for gaining exposure to private equity and AI while managing market uncertainties.
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Bloomberg Intelligence Chief US Interest Rate Strategist Ira Jersey and Sylvia Jablonski, CEO at Defiance ETFs, discuss Federal Reserve officials penciling in just one interest-rate cut this year and forecasting more cuts for 2025, reinforcing policymakers’ calls to keep borrowing costs high for longer to suppress inflation. Alexandra Browne, Chief Development Officer at Lido Advisors, talks bout handling the rate environment and navigating portfolios. Bloomberg Intelligence Senior Semiconductor Analyst Kunjan Sobhani shares his thoughts on Broadcom earnings and outlook.
Hosts: Carol Massar and Tim Stenovec. Producer: Paul Brennan.
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