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Is #China authoritarian socialism? Not the first one to pose the question, but won't be the last either Vikram Mansharamani #PortfolioForum

Global REITS returns affected by office vacancies. Normal vacancy is around 5% presentation by Resolution Capital Portfolio Construction Forum

Coming up - Jonathan Pain will present "History is echoing – this is a year to be tactical" at #PortfolioForum Markets Summit 2024 #JoinTheDebate

No US/China war over Taiwan. #Trump to win election. Trump to do deal with China. Jonathan Pain #PortfolioForum

#China is in trouble. Will try to export their way out of it. Jonathan Pain #PortfolioForum

Australia’s population growth expected to be 13.4% higher to 2031 compared to other countries Therefore #housingshortage for the next 10years. Opportunities for private credit Portfolio Construction Forum

The axis of autocracy is real (russia,china,iran,nth korea). This is our time to make a stand. Jonathan Pain #PortfolioForum

Our final session of #PortfolioForum Markets Summit 2024 will see our expert panel discuss the key takeouts from the day - History doesn’t repeat, but it rhymes! Key takeouts #JoinTheDebate

#ArtificialIntelligence being used to create new intel & materials for never thought of goods/services #PortfolioForum

#asteroidmining is already happening. #solar #spacewars Will Australia get onto this? Pippa Malmgren #PortfolioForum

#AI is optimising for 2 things. Efficiency and cost. Not trust or ❤️ Pippa Malmgren #PortfolioForum

Trust is at the heart of any tech you use to interface with cos it will correlate +/- with your expectations Dr K Hunt #PortfolioForum

#armistice between russia ukraine will be the peace dividend that will see #markets 📈 Pippa Malmgren #PortfolioForum

#inflation is an emergent phenomenon of a capitalist economy. #central banks are obsessed with flattening it like a surfer expecting all waves to be perfect Wayne Fitzgibbon #PortfolioForum

Operational and complexity risk are the focus of banking regulators now C Stracke PIMCO #PortfolioForum

30% of companies over 30 years provide 90% of returns. Public market fund data. Nick Griffin Munro Partners #PortfolioForum

Quote of the day ✅️ "in (funds) research, you're paid to be sceptical and the longer you're in it the more sceptical you become" David Wright Zenith #PortfolioForum

#investment philosophies need to consider that your client too will read it and therefore need to understand it Katherine Hunt #PortfolioForum

#investment practitioners need to retrain their brains and develop skills from other disciplines like #anthropology for different perspectives and context Tassos Stassopoulos #PortfolioForum

#ethnographic interviews/study finds hardest working people are #singlemothers and #youngpeople from disadvantaged communuties Tassos Stassopoulos #PortfolioForum