AlTi's Curtin on Global Markets

The video discusses the Federal Reserve's potential rate hikes, influenced by economic indicators like inflation and labor costs. It explores the impact on investors, emphasizing the need for strategic planning amid market volatility. The bond market's response to Fed minutes and the implications of rising yields are analyzed. The US economic outlook suggests a possible soft landing, driven by consumer strength and investment spending. The tech sector, particularly AI, is highlighted as a long-term investment opportunity, despite current high valuations.

What role does investment spending play in the current economic scenario?

What are the long-term implications of AI and technology transformation on labor productivity?

How might the digital infrastructure layer impact the future of technology investments?