Quick tally: Sizing up current and future investment themes
We begin the new year where 2019 left off. In my Notes & Trends for our December 2019 issue, I included a list of “food for thought” topics most keeping investors up at night, provided by members of the Editorial Advisory Board (page 35) for Institutional Real Estate Asia Pacific before the in-depth discussions they had at our annual Editorial Advisory Board meeting this past 24–26 October 2019 in Hong Kong.
The January 2020 issue not only includes a roundtable (page 21) of the editors of Institutional Real Estate, Inc’s Americas, Europe and Asia Pacific magazines, sharing trends discussed at the regional Editorial Advisory Board meetings, but also a look, in this Notes & Trends, at some of the anonymous quick-tally responses — based on those food-for-thought topics — investors, consultants and investment managers provided at our Hong Kong event.
The meeting attendees were evenly split on whether the US-China trade war is