Vi bruker cookies for å samle statistikk. Ved å klikke OK godkjenner du bruken av statistiske cookies. Du kan avslå bruk av statistiske cookies ved å klikke her. Finn ut mer om vår cookie policy her.OK

Nyhetsvelgeren

All White Papers Insights Videos Market Comments
All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen Catrin Jansson David Rindegren Henrik Hviid Jakob Greisen Josefine Heidemann Thomsen Lars Wincentsen Marcus Bellander Mikael Svensson Mogens Akselsen Morten Springborg Oliver Hinsch Peter O'Reilly Ulf Arvidsson

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.

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.

The Impact of Passive Investment Flows

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

Superscaling in the 2020s and beyond (video)

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.

Status: The Stock Markets After the First Half

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.