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The Transition to the Cloud – A Midlife Checkup

In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.

Insights & News

Growing Prosperity has Potential

We live in a world of constant change. Long-term investors who understand the potential and dynamics of this development can take advantage of a host of exciting investment opportunities within the theme of financial inclusion.

Riding the Green Wave in Emerging Markets

The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.

Mythology and Fundamentalism in the Investment World

”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.

Outlook 2021

Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.

The India Wide Web

We believe that a fourth Internet – Jio – is currently emerging in India.

Novo Nordisk's Revolutionary Obesity Drug

According to the WHO, worldwide obesity has nearly tripled since 1975. In 2016, more than 1.9 billion adults, 18 years and older, were overweight. Of these over 650 million were obese.

Renaissance of The Subscription Model

In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.

The Butterfly Effect and Taiwan

Over the last half a century, Moore’s Law has been a key force driving global economic growth.

Fragmenting Supply Chains & the Rise of Robots

Global supply chains are fracturing and critical industries like electronics and healthcare will be centered in the future around two distinct US and China centric supply systems.

A Short Term Value Bounce Ignites a Long Term Debate

The market narrative often centers around the old question of “growth vs value”, a debate that goes as far back as the 1930’s with the founding of T. Rowe Price.