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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

All White Papers Insights Videos Market Comments
All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen David Rindegren Henrik Hviid Jakob Greisen Lars Wincentsen Mikael Svensson Mogens Akselsen Morten Springborg Peter O'Reilly Ulf Arvidsson

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.