CEO and Portfolio Manager Bo Knudsen shares our view on quality stocks and how our investment strategy can benefit investors with a long-term investment horizon.
History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and then it’s good to be in a position that has a longer-term perspective.
In 2022, the energy crisis, the war in Ukraine, inflation, and elevated food prices dominated the economic landscape and caused a significant decline in the bond and stock markets. However, the consumption of luxury goods was remarkably resilient.
As an active equity investment firm, we have fiduciary responsibility for the long-term investment returns of our clients, where all material aspects of sustainability are carefully considered.
Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.
Equity investing is not just about managing risk but also understanding the dynamics of opportunity. Twelve months ago, an extreme peak in the monetary cycle coincided with a peak in asset markets.
Bo Knudsen, CEO and Portfolio Manager, shares our thoughts on the investment year 2022 and our expectations for the year 2023.
The 20th National Congress of the Chinese Communist Party (aka. the Party Congress) has ended, and the overarching conclusion is that China is essentially set to be ruled by one man, with the Xi Jinping Dynasty having begun in earnest.
For the past few years, increased geopolitical tensions and disruption of supply chains have driven the global realignment of supply chains closer to the country of consumption.
The Big Government theme cuts across and influences many of our other themes. In thinking about the future and searching for thematic tailwinds it is becoming much more important to understand the long-term priorities of governments.