The Future of Technology

I think if you look at a situation where global multinationals are getting more cautious about investing aggressively in China, we do have a number of emerging markets that are going to benefit from that. Japan is a bit of a special case; they have their own demographics and so forth, but clearly the Nikkei is now moving in a way that's very interesting. And then I was saying, in terms of other themes, emerging markets had a very good run. Right? So there are other asset classes that are on the move that have perhaps been forgotten about for many, many years. So it's not just tech. I would say the emerging market trends are pretty interesting and certainly something we