Summary: Here are my three takeaways from a recent leadership conference. Europe is going to perform better than we expect. Interest rates will be low for a long time as inflation remains minor since costs are coming down due to technological advances. In the past, the free market was seen as the cure to all problems, but after the GFC we are seeing more government involvement in the market.
Key take-out: Listen to what company directors are saying and assess whether the companies you have invested in have a plan to cope with, and take advantage of, widespread technological change.