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Insights & News

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All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen Catrin Jansson David Rindegren Henrik Hviid Jakob Greisen Josefine Heidemann Thomsen Lars Wincentsen Marcus Bellander Mikael Svensson Mogens Akselsen Morten Springborg Oliver Hinsch Peter O'Reilly Ulf Arvidsson

The Impact of Passive Investment Flows

As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.

The year 2024 and expectations for 2025

CEO and Portfolio Manager Bo Knudsen reflects on the investment year 2024 and assesses the outlook for the coming year.

Superscaling in the 2020s and beyond

The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.

Status: The Stock Markets After the First Half

Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.

The Indian Election 2024

Abhinav Rathee, Portfolio Manager at C WorldWide, shares his insights on the election in India, and how we find attractive investment opportunities in the country.

AI Wave Will Change The World Forever

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.

India - The Land of Opportunities

For the long-term investor, India is perhaps one of the most exciting and promising markets to invest in globally. In this video, portfolio manager at C WorldWide, Abhinav Rathee, explains why India's future looks bright, and why the upcoming election doesn’t look to derail this.

The Energy Transition Has Failed

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.

The Year 2023 and 2024 Outlook

CEO and Portfolio Manager of C WorldWide, Bo Knudsen, looks back at the year 2023 and discusses the themes which we believe will be central in the investment year 2024.

Half-time: Status on the stock markets

Bo Knudsen, CEO and Portfolio Manager, shares our view on the stock market status in 2023. He also discusses the impact of Artificial Intelligence (AI).