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The Transition to the Cloud – A Midlife Checkup

In this paper, we attempt to show how one can connect the large market caps of the “hyperscale” vendors to their large addressable market, superior growth, dominant market shares and high margins.

Insights & News

Market Perspectives for the Coming Year

Bo Knudsen shares our thoughts on the current market perspectives that we, as an active global equity investor, navigate in to create attractive returns for our clients.

A Stock Picker’s Reflections for 2022

We don’t think in terms of a calendar year when investing. We think it is important to stay consistent and focus on a longer time horizon when investing.

India's Impending Capex Recovery

Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, shares our insights on India's potential for the long-term investor.

India’s Impending Capex Recovery

As India emerges from the pandemic, we are witnessing early signs of an emerging led recovery.

China's Relevance for the Global Investor

China has a strong investment potential and is a frontrunner for the developments in other emerging market countries.

Growing Prosperity has Potential

We live in a world of constant change. Long-term investors who understand the potential and dynamics of this development can take advantage of a host of exciting investment opportunities within the theme of financial inclusion.

What does President Xi think?

The key to understanding China Evergrande's fate and the consequences for the company's customers, creditors and shareholders is to understand President Xi's agenda.

The Next Decade belongs to the Long-Term Investor

Short termism is a problem as it undermines future economic growth as the lack of long-term investments leads to slower GDP, higher unemployment and lower investment returns.

Net Zero Emission – Mission Impossible?

Is it possible to reach the target of net zero emissions of greenhouse gases by midcentury?

Can India Tackle the Dark Clouds of the Second Covid-19 Wave?

The second Covid-19 wave is hitting India hard. However, the number of daily infections is declining noticeably in Mumbai and the vaccine program has already come a long way with an expected acceleration ahead.