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.

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.

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.

As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.

The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.