8 June 2026

Update on Asia ex Japan

Watch our video with Portfolio Manager Mogens Akselsen and gain insight into why Asia may continue to be one of the most attractive regions for long-term investors.

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5 January 2026

Market update with CEO Bo Knudsen (January 2026)

As we embark on a new year , Bo Knudsen, our CEO and Portfolio Manager, shares his perspectives on recent market developments and where he sees opportunities as the global investment landscape broadens.

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4 July 2025

Market update with CEO Bo Knudsen (July 2025)

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

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19 June 2025

Interview with Sean Maher

In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.

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16 June 2025

Interview with Louis-Vincent Gave

As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.

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