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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 Peter O'Reilly Ulf Arvidsson

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 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).

Video: How to Invest in a More Difficult Economic Environment

CEO and Portfolio Manager Bo Knudsen shares our view on high-quality stocks and how our investment strategy can benefit investors with a long-term investment horizon.

Video: Global Equity Outlook

Bo Knudsen, CEO and Portfolio Manager, shares our thoughts on the investment year 2022 and our expectations for the year 2023.

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.