10X Investments

10X Think Indexing 2023: 2030 and beyond – Futureproofing investments

December 14, 2023 | 48m 13s

Learning: Knowledge

This interactive discussion shares expert insights on long-term investment trends from Big Tech to China, and discusses crucial topics such as debt, demographics, and deflation.

Panelists:
Anton Eser (Chief Investment Officer, 10X Investments)
Christopher Eddy (Head of Multi-Asset Funds at 10X Investments)

Moderated by:
Michael Avery

Key Takeaways:

1. Interest Rate Predictions: A notable 71% predicted global interest rates to hold steady. However, Anton Eser challenges this prevailing view, adding a thought-provoking twist to the discussion.
2. The Magnificent Seven in the S&P500: The Magnificent Seven companies make up 30% of the S&P500. Chris Eddy raises a critical question amidst the AI revolution: Will productivity gains surpass market expectations?
3. Tech Market Speculations: A noteworthy 17% of convention attendees anticipate a crash in the overvalued Tech market.

Bonus: China's Investment Landscape: Is China truly investable? 16% of Think Indexing Convention attendees express doubts. Anton Eser responds with a bold statement, declaring the Chinese Property Market as potentially the largest asset class globally.