Nicolai Tangen, CEO of Norges Bank Investment Management, offers insights into the transformative role of artificial intelligence and China’s accelerating innovation pace during a discussion at Oslo’s annual NBIM investment conference. Speaking with Bloomberg’s Francine Lacqua, he highlights how AI is reshaping global economic dynamics, underlining the substantial infrastructure investments now underway to support its growth. Tangen also identifies real estate as a compelling opportunity amid current market conditions, citing favorable valuations and long-term fundamentals.
Despite ongoing geopolitical tensions and energy security concerns, Tangen observes an unexpected stability in financial markets, noting minimal signs of widespread disruption in private markets. His analysis reflects a cautious optimism, emphasizing strategic positioning across sectors while acknowledging the risks posed by global uncertainties. The conversation underscores the interplay between technological advancement, capital allocation, and macroeconomic resilience in shaping future investment landscapes.