Jon Zehner: Final Learnings from Davos

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Jon ZehnerThis snow goose was blown off-course yesterday and I didn’t write my last blog for Davos , but I haven’t forgotten and I did want to summarize my perspectives from the last day.

As the wandering albatross/investors sessions finished on Friday, I was able to get to some of the sessions that related to other topics:

Learned the following:

Anuj Puri: Robert Shiller, David Cameron And More On China

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Anuj Puri

For me, day four at the World Economic Forum was a whirl-wind of business meetings, with media meetings and some very interesting sessions. I particularly enjoyed ‘A Journey of Discovery’ with Robert Shiller – Nobel Laureate and Yale University professor. The session’s touch-points ranged from path-breaking empirical analysis of asset prices to profound insights on risk, bubbles and other aspects of finance in society. Read More

Davos Wrap-up: 4 days, 3 themes

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Colin Dyer

At the World Economic Forum Annual Meeting last week, several colleagues and I traveled to Davos, Switzerland to join more than 2,000 other delegates for speeches, discussions, meetings and other events surrounding the conference’s theme, “Reshaping the World.”

I left Davos thinking about three themes: two positive, one less so.

The first positive theme is undoubtedly the good mood of the attendees — the best since Read More

Colin Dyer: Expanding in Africa and Avoiding Real Estate Bubbles

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Colin DyerApologies for missing yesterday’s blog posting. With the dawn-to-dusk (actually dawn-to-midnight) schedule here, I admire our colleagues who were able to post while also meeting with current and prospective clients, and occasionally, attending conference sessions to further our understanding of progress in the world.

To compensate, a longer than usual blog tonight, written at midnight, having just returned from a long formal dinner with JLL’s lead Read More

Jon Zehner: Perspectives of the long-term investor

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Jon ZehnerTo begin my last day at Davos, I will try to regain my ornithological story line, which time did not permit yesterday.  My day was largely spent in sessions with a variety of Wandering Albatrosses/Long-term Investors.  The topics discussed included:

  • What is the definition of long-term from the perspective of corporates, fund managers and capital providers?  The corporates were focused on time to transform companies, recognising Read More