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.

The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.

Avoiding the worst days is appealing – however, catching the good days in the stock market is crucial, and they often tend to follow close behind the worst days.

2024 is the biggest election year the world has ever experienced, with about half of the world population voting. Why is this important to longer-term investors?

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.

Although we think it is too early to call off the risk of recession and predict a clear sky outlook, the current trends look surprisingly strong.

We believe that 2024 will be another year with significant divergences in global stock markets driven by a more accommodative monetary policy and a challenging economic environment.

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.

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).

There are good reasons for excitement, but a grain of realism is needed not expecting AI to solve all world problems. We are following the AI revolution which will probably be more of an evolutionary process.