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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.

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02
min.

The energy transition has brought on a new energy crisis

We are currently witnessing the beginning of a prolonged structural energy crisis caused by poor understanding of what energy is, a lack of understanding of our dependence on fossil fuels for our growth and prosperity and, not least, naive notions of the speed with which the transition to a carbon-neutral energy system may be achieved.

10
min.

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.

10
min.

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.

10
min.

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.