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Insights & News

Returning to Japan

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.

Silver Linings

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.

Video: Global Equity Outlook

Bo Knudsen, CEO and Portfolio Manager, shares our thoughts on the investment year 2022 and our expectations for the year 2023.

The Rise of Big Government

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. 

Insights, Acknowledgements and Clarifications

This paper addresses five key questions that C WorldWide is typically asked by professionals assesing our investment approach – our objective seeks to provide what could be considered the wrong answers for what we consider to be the right reasons.

A journey through the "Valley of Sorrows"

Central banks have since the financial crisis in 2008, through low interest rates and liquidity, aggressively used the financial levers of the economy to pull the real economy forward. Now the central banks need to make a U-turn.

The Longer-Term Investment Consequences of the War in Ukraine

As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.

Market Perspectives for the Coming Year

Bo Knudsen shares our thoughts on the current market perspectives that we, as an active global equity investor, navigate in to create attractive returns for our clients.

A Stock Picker’s Reflections for 2022

We don’t think in terms of a calendar year when investing. We think it is important to stay consistent and focus on a longer time horizon when investing.

Building a People's Business in Asset Management

Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.