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Insights & News

Showcasing AI Portfolio Exposure

We have broad exposure and are well-positioned in our portfolios to leading companies exploiting AI technology. The question is: When will AI repeat the pattern of internet development in terms of earnings growth?

Interview with Jim Hagemann Snabe

Jim Hagemann Snabe, Chair of the Supervisory Board of Siemens AG, Chair of the Board of Directors of Northvolt and Member of the Board of C3 AI, shares his views of the 2020's from a leadership perspective.

How to Invest in a More Difficult Economic Environment

History shows that high-quality companies typically perform well when global economic growth slows. Even recessions come to an end, and then it’s good to be in a position that has a longer-term perspective.

Growing Prosperity has Potential

We live in a world of constant change. Long-term investors who understand the potential and dynamics of this development can take advantage of a host of exciting investment opportunities within the theme of financial inclusion.

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.

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.

Novo Nordisk's Revolutionary Obesity Drug

According to the WHO, worldwide obesity has nearly tripled since 1975. In 2016, more than 1.9 billion adults, 18 years and older, were overweight. Of these over 650 million were obese.

Renaissance of The Subscription Model

In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.