Top Tweets for #SKAGENConference
"The US has used technology as a chokepoint against Chinese companies to maintain economic dominance, starting with ZTE sanctions in Trump’s first term."
@edwardfishman at #skagenconference
General Sir Carleton-Smith spoke of Northern European countries rearming and military alliances being redrawn out of necessity - something the US has pushed for for the last two decades but more assertively now.
#skagenconference
"Consensus expectations for US market is 2% GDP growth and higher inflation over the next 18 months. Risk of recession is relatively high at 30%, some headwinds are expected. The risk of recessions in Europe is lower at 20%." Torsten Slok at #skagenconference
📸 Ilja C. Hendel
Underfolllowed, misunderstood companies outside the index vortex often present compelling investment opportunities. Jennifer Wallace, Founding Partner & CIO, Summit Street Capital. #skagenconference
ESG is a way to drive long-term sustainable company returns but ESG data alone is often too simplistic – it should be the start of the conversation rather than the end goal. @aedmans at #skagenconference
📷 Ilja C. Hendel
What did we predict last year for 2024 and how correct were we? Chairman Tim Warrington opened our New Year's Conference 2025 💫
#skagenconference @TCStJWarrington
@skagenfondene now streaming the #skagenconference and part of the magic is behind the scenes. Hybrid conferences are like sausages, best not to see how they are made if you want to enjoy them.
We have hosted our #skagenconference every year since 2004. On 9 January 2025, the event will try to help investors make better decisions in the global financial markets.
@gave_vincent, @dgardner, @aedmans, @davidein and more - programme and registration: https://t.co/ZRXEWYGV8F
Are you looking to make better investment decisions in 2025? Then join our New Year's Conference on 9th January 💫
@gave_vincent, @dgardner, @aedmans, @davidein #skagenconference is free to attend, see the full programme and reserve your place here ➡️ https://t.co/lEXzOGMKQ2
Det er bare til å begynne å glede seg!
En stjernespekket talerliste for #skagenconference 9. januar 2025 er klar 🌟
Konferansen er digital, og det er gratis å delta 🙌
Bli kjent med talerne og sikre din plass her ➡️ https://t.co/R07Gm8NaQt
- Jeg likte spesielt godt innleggene til @crmiller1 om #chipwar og @KeyuJin om Kina, sa @olavchen da vi tok en prat med han under Nyttårskonferansen. Vil du også se?
Her finner du opptakene fra dagen 👉 https://t.co/mxsn17i35m
#skagenconference
Glad @stuartkirk__ enjoyed the #skagenconference
I certainly enjoyed his insights and generosity with his time
Takeaways 👇 https://t.co/Wiy2ftstNE
“The #StockMarket should be used to invest in physical assets and solve the world's problems rather than as a vehicle for financial engineering. The current capital cycle favours #valueinvesting over growth.” Russell Napier at #skagenconference
“Technologies exist to localise entire supply chains – ‘regionalised hubbing’ reduces emissions and has implications for economic growth and currency flows. This has profound implications for markets and creates opportunities for active managers.” @RanaForoohar #skagenconference
“Stock market dispersion is beginning to rise which means active managers have more opportunities to create alpha than they have had for decades. Now is the time to give stock pickers a chance.” @stuartkirk__ #skagenconference
📷Ilja C. Hendel
Jonas Edholm: “Smaller companies are trading at record lows relative to their own history but also the largest stocks - we should be talking about the Magnificent Gap rather than the Magnificent Seven!” #skagenconference 📷Ilja C. Hendel
På @skagenfondene Nyttårskonferanse. Chris Miller, professor og forfatter av boken Chip War: Kina klarer ikke produsere de mest avanserte chipene. Kina får heller ikke kjøpe de mest avanserte fra USA, Europa eller Taiwan. Likevel bruker Kina like mye penger på chiper som olje.
- Same procedure as every year, sier Tim og ønsker velkommen til den 21. Nyttårskonferansen 💫
Du kan følge konferansen live her, om du vil: https://t.co/0id2FTbAC6
📷 Ilja C. Hendel
#skagenconference
Nå er alt klappet og klart til Nyttårskonferansen 2024 🌟
Velkommen med! #skagenconference
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