Remy Blaire is joined by Steve Alain Lawrence, the Chief Investment Officer at Balfour Capital, to discuss the current state of the U.S. stock market, which is hitting new record highs. As we approach the end of summer, they delve into the implications of recent inflation figures and the anticipated Fed rate cuts.
Steve shares insights on the interconnectedness of global markets, and the rise of alternative investments, including NFTs and cryptocurrencies. With bitcoin and ethereum reaching new highs, they explore what this means for investors still on the sidelines.
The conversation also touches on the importance of diversification in investment portfolios, the outlook for bonds, and the potential impact of private sector data on U.S. economic indicators.