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?
Heat pumps currently only represent approximately 13% of all heating systems in Europe and around 5% in the US, indicating significant growth potential.
Det er et stort udekket behov for slankepreparater uten bivirkninger. Novo Nordisk har frem til november 2023 vært det eneste selskapet som har hatt godkjente preparater på markedet for behandling av overvektige: Saxenda og Wegowy. Begge disse preparatene tilhører gruppen av hormoner kjent som GLP-1.
We conclude that equity investors may suffer during times of high inflation but in recent history, equities have indeed worked as a hedge against inflation.
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.