This interactive discussion shares expert insights on long-term investment trends from Big Tech to China, and discuss crucial topics such as debt, demographics, and deflation.

Key takeaways:

  1. Interest Rate Predictions: A notable 71% predicted global interest rates to hold steady. However, Anton Eser challenges this prevailing view, adding a thought-provoking twist to the discussion.
  2. The Magnificent Seven in S&P500: The Magnificent Seven companies make up 30% of the S&P500. Chris Eddy raises a critical question amidst the AI revolution: Will productivity gains surpass market expectations?
  3. Tech Market Speculations: A noteworthy 17% of convention attendees anticipate a crash in the overvalued Tech market.


Anton Eser

Chief Investment Officer, 10X Investments
Anton recently returned to South Africa from the UK, bringing more than 20 years’ experience in asset management, both in global investing and building a business. He was drawn back home by a passion to build a business that contributes to society and makes investing simple and accessible. He was previously CIO of Legal & General Investment Management, based in London. In his time at LGIM, he led a team of 350 people across multiple regions and asset classes, and played a key role in transforming the firm into a $1.3 trillion global asset manager. At 10X, Anton draws on well-established global themes, such as sustainable investing and indexing strategies, to drive 10X’s investment offering forward.

Christopher Eddy

Head of investments at 10X Investments
Chris is skilled in index portfolio management, asset allocation and investment solution design. He has a Master’s degree in Finance from the University of Cape Town and is a CFA Charterholder. Prior to joining 10X, Chris worked as an investment analyst for a family office, where he was involved in developing and implementing a global asset allocation framework as well as monitoring portfolio risk and performance. Chris has built the investment capability at 10X with responsibility for both portfolio management and product development, launching multiple new funds and investment products.


Michael Avery

Media Professional and Host of Classic Business
Michael Avery is a financial journalist and broadcaster with nearly two decade’s experience covering financial markets. First, with the late veteran financial columnist and publisher David Gleason, then for 9 years as the host of Classic Business on Classic FM and most recently broadcast on Fine Music Radio 101.3fm in the Western Cape. Avery edits the country’s premier private equity publication, Catalyst, and hosts the weekly programme, The Big Idea, on BDTV. His weekly Badger column in Business Day has earned Avery a reputation for hard hitting commentary on the political economy. He has grown his online platform, Business Talk, on South Africa’s largest business news website,, to over 1 million views within a year of launching. And most recently Avery won the South African Radio Awards Best Podcast Award 2022 for his show Hit Business broadcast on Hot102.7fm. He was the driving force behind the country’s first ever Water-Energy -Food nexus event, the SA Water, Energy & Food Forum (SAWEF). He has also had forays into mass newspaper publishing with the now defunct Second Business and has a Dionysus-like affection for all things grape. Avery’s specialty is crafting and delivering B2B and B2C content in a compelling and insightful manner that has seen him carve out a niche in the business media landscape of South Africa.

Bonus: China’s Investment Landscape: Is China truly investable? 16% of Think Indexing Convention attendees’ express doubts. Anton Eser responds with a bold statement, declaring the Chinese Property Market as potentially the largest asset class globally.

Watch the full video below:

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