City Office REITNYSE: CIO

City Office REIT (CIO) came out with quarterly funds from operations (FFO) of $0.27 per share, missing the Zacks Consensus Estimate of $0.28 per share. This compares to FFO of $0.34 per share a year ago.

Yves Bonzon, chief investment officer at Julius Baer, says the current valuation of the U.S. market reflects the high ray of confidence in a "pretty benign" outcome for the economy over the next few quarters.

Thomas Rupf of VP Bank discusses investment strategy in the current macro environment.

Stefan Hofer from LGT Bank Asia says resolving the supply glut in the Chinese housing market is a key signal for investors to be structurally long Chinese stocks.

Bob Elliott of Unlimited discusses his asset allocation amidst Fed rate cuts that would "add fuel to the fire" and increase the risk of the U.S. transitioning to credit and borrowing-driven growth.

Clients should be wary of the craze for private markets because the "hangover phase" facing a sector pumped up by low rates and high fees will leave it lagging the returns of public equities, the CIO at Swiss private bank Julius Baer said.

Eric Ross from Cascend Securities says the future growth of AI will be lumpy rather than stable as only a handful of companies are able to make the hefty investment in AI.

David Katz, chief investment officer at Matrix Asset Advisors, joins 'The Exchange' to discuss his picks in the markets, how to position for the future, and more.

Brendan Ahern, KraneShares CIO, joins 'The Exchange' to discuss what to make of China's stimulus boost, possible buying opportunities, and more.