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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.

November 12th 2024

You can read more about superscaling in our White Paper by Bo Knudsen and Senior Analyst Marcus Bellander

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11
min.

Control, Alt, Delete Pax Americana

The US-led global order of Pax Americana is being rebooted by the Trump administration and replaced by a multipolar world.

06
min.

Why the US outpaced Europe – and why it might not last

Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe.

08
min.

The Rise of the Nation-State and Regional Allocations

A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.

06
min.

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.