44% of production of China’s largest footwear maker takes place in Vietnam; reflects shift up the value added curve over time occurring in China #IECOPENHAGEN

China has plan to have 230 million skiers by 2030, up from 5 million today #IECOPENHAGEN

China’s age profile will resemble Japan’s by 2030, says Kevin Barker of UBS AM @InvEurope #COPENHAGEN Roundtable

China has wound management company whose solution is classified as a state secret - big moat; another extracts solutions from donkey skin. Onshore China has many ‘different’ companies to consider #IECOPENHAGEN

China on track to become >40% of EM universe, even as EM on track to become larger share of global equity market, says Kevin Barker @UBS Asset Management @InvEurope #IECOPENHAGEN

Kevin Barker, senior equity specialist ⁦@UBS⁩ Asset Management considers implications of Year of the Dog on Chinese investments ⁦@InvEurope⁩ #IECOPENHAGEN

Top 20 companies by market cap globally by 2025 - none projected to be European, says MainFirst fund manager Jan-Christoph Herbst #IECOPENHAGEN

Martin Haycock, senior product manager Fisch Fund Services, outlines reasons to consider convertible bonds ⁦@InvEurope⁩ #IECOPENHAGEN Roundtable

Magnus Spence, head of Investments - Alternatives ⁦@JupiterAM_UK⁩ notes short sellers have had a tough decade, but a changing environment indicates changing opportunities ⁦@InvEurope⁩ #IECOPENHAGEN Roundtable

Patience and studying behaviour of other short sellers, applying a disciplined approach = ways to improve performance as a long/short manager, #IECOPENHAGEN hears.

Jupiter has been shorting Tesla for two years; still operationally not making money, must refinance much debt next year says Magnus Spence @JupiterAM_UK #IECOPENHAGEN

It is challenging to construct index funds of convertible bonds, even if demand for a passive approach is visible in market, suggests Martin Haycock of Fisch Fund Services #IECOPENHAGEN

Demographic trends one indicator of where to find structural growth opportunities explains Jan-Christophe Herbst, fund manager, MainFirst ⁦@InvEurope⁩ #IECOPENHAGEN Roundtable

Cost of industrial robots have fallen by a factor of 500x in 9 years to 2017, notes MainFirst fund manager Jan-Christophe Herbst #IECOPENHAGEN

Target volatility of 4-7% explains Steve Johnstone @JanusHenderson of market neutral approach #FSSUMMIT

Diverse range of styles and geography of portfolio managers @JanusHenderson used for input of ideas into market neutral strategy under lead manager Steve Johnstone, he explains #FSSUMMIT