We use cookies to collect statistics. By clicking OK you accept the use of statistic cookies. You can decline the use of statistic cookies by clicking here. Find out more about our cookie policy here.OK

Insights & News

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.

Maslow's Pyramid of Needs, Energy, and Defense in a New Geopolitical Reality

We are deeply disturbed about the future of Ukraine and the western liberal order. However, it is also a time to reflect and consider what has brought Europe into this calamity.

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.

What does President Xi think?

The key to understanding China Evergrande's fate and the consequences for the company's customers, creditors and shareholders is to understand President Xi's agenda.

Global Equities - Outlook 01/2021

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

Turbulence and Investment Principles

When times get tough, it is essential to head back to the core the core being sustainable long-term growth. That is the way to create attractive, long-term equity returns – compounding. Please read how the Coronavirus is affecting our investments.

Equity Market Outlook October 2020

Bo Knudsen, CEO at C WorldWide Asset Management, shares our expectations for the year 2020 and the next decade.