WILL THE GLOBAL ECONOMY ACHIEVE A SOFT LANDING?

In the discussion, participants explore various economic and financial topics, emphasizing the importance of investment for growth across the economy. They highlight the role of sectors like biotech and AI, noting that high interest rates affect valuations. The conversation also touches on the impact of geopolitical tensions on global FDI, with neutral regions attracting more investment. The discussion acknowledges the challenges posed by high borrowing costs for small and mid-cap companies in the US, which dampen growth. Additionally, the role of fiscal spending and government deficits is debated, with concerns about their sustainability. The participants express optimism about AI's potential, provided it is widely adopted across industries. They also discuss the structural changes in financial markets and the need for risk management. Finally, the conversation addresses the geopolitical landscape and its implications for the global economy.