Superscaling in the 2020s and beyond
The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.
Morten Springborg, Thematic Specialist, shares our thoughts and insights on the implications for the long-term investor, and what areas of the equity markets and what countries will benefit the most from the growth of the intelligent tangible economy.
June 16th 2023