As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.
Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.
This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.
Generative AI is the innovative form of artificial intelligence that analyzes and uses existing data and creates new and unique content. And soon, generative AI will be as integral to our daily lives as a smartphone. Where are we right now in the AI wave sweeping over us – and what can we expect? Morten Springborg, theme specialist at C WorldWide, provides some insights here.
Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.
Energy transition solutions need to be aligned with the energy trilemma of sustainability, security, and affordability. We see 5 broad building blocks for reaching net-zero longer term.
The unilateral focus on solar and wind as substitutes for fossil fuels is insufficient to decarbonize the world. We also need to invest in other energy sources, including nuclear power. That's the view of C WorldWide's Thematic Specialist Morten Springborg.
In this and a follow-up white paper, we will update our outlook on the path to net zero and share our views on what’s needed to get back on track, as well as any relevant investment implications.
Morten Springborg, Thematic Specialist, shares our thoughts and insights on the implications for the long-term investor, and what areas of the equity markets and what countries will benefit the most from the growth of the intelligent tangible economy.
The multi-decade development of globalization is reversing, and the implications are broad and profound. In this paper, we explore the implications from the point of view of the industrial economy.
