Norway's Tangen on Markets, Real Estate, AI and China

Tangen's observations reflect a nuanced understanding of the current investment landscape, particularly in the context of emerging technologies and geopolitical factors. His positive outlook on real estate suggests a belief in its resilience amidst economic uncertainties, while his concerns about private markets indicate a cautious approach to potential risks. The lack of market dislocation he mentions may also point to a broader stability that could influence investment strategies moving forward.