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The Next Decade belongs to the Long-Term Investor

Short termism is a problem as it undermines future economic growth as the lack of long-term investments leads to slower GDP, higher unemployment and lower investment returns.

What does President Xi think?

The key to understanding China Evergrande's fate and the consequences for the company's customers, creditors and shareholders is to understand President Xi's agenda.

Building a People's Business in Asset Management

Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.

Net Zero Emission – Mission Impossible?

Is it possible to reach the target of net zero emissions of greenhouse gases by midcentury?

Can India Tackle the Dark Clouds of the Second Covid-19 Wave?

The second Covid-19 wave is hitting India hard. However, the number of daily infections is declining noticeably in Mumbai and the vaccine program has already come a long way with an expected acceleration ahead.

New Treatment Options for Alzheimer's and Dementia

We have no drugs that can cure Alzheimer’s today, but several companies are attempting to develop innovative new treatments.

Riding the Green Wave in Emerging Markets

The need to improve general public health in Asia creates good investment opportuni-ties. Especially improvements related to the environment and air pollution offer multi-year growth potential.

Global Equities - Outlook 01/2021

Bo Knudsen, CEO at C WorldWide Asset Management, shares our expectations for the year 2021 and the next decade.

Mythology and Fundamentalism in the Investment World

”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress – evolution. This will be reflected clearly in the select few companies that help drive this process.

Outlook 2021

Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.

The India Wide Web

We believe that a fourth Internet – Jio – is currently emerging in India.