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.
Our recent visit to Indonesia left us pleasantly surprised by the remarkable economic developments taking place in the country.
Bo Knudsen, CEO and Portfolio Manager, shares our view on the stock market status in 2023. He also discusses the impact of Artificial Intelligence (AI).
There are good reasons for excitement, but a grain of realism is needed not expecting AI to solve all world problems. We are following the AI revolution which will probably be more of an evolutionary process.
Jim Hagemann Snabe, Chair of the Supervisory Board of Siemens AG, Chair of the Board of Directors of Northvolt and Member of the Board of C3 AI, shares his views of the 2020's from a leadership perspective.
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.
The multi-decade development of globalization is reversing, and the implications are broad and profound. In this paper, we explore the implications from the point of view of the industrial economy.
CEO and Portfolio Manager Bo Knudsen shares our view on high-quality stocks and how our investment strategy can benefit investors with a long-term investment horizon.
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.
In 2022, the energy crisis, the war in Ukraine, inflation, and elevated food prices dominated the economic landscape and caused a significant decline in the bond and stock markets. However, the consumption of luxury goods was remarkably resilient.