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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.

July 15th, 2024

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06
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China is too important to ignore

Some investors have written China off. Some even consider the country uninvestable. However, many Chinese companies now lead their global sectors with promising prospects.

06
min.

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.

03
min.

DeepSeek – A Sputnik Moment

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

09
min.

From Diversification to Distortion: The Impact of Passive Investment Flows

This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.