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.
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.