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Insights & News

Half-time: Status on the stock markets

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).

Interview with Jim Hagemann Snabe

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.

Interview with Morten Springborg

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.

Video: How to Invest in a More Difficult Economic Environment

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.

Video: Global Equity Outlook

Bo Knudsen, CEO and Portfolio Manager, shares our thoughts on the investment year 2022 and our expectations for the year 2023.

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.

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.

Outlook 2021

Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.

The anatomy of a compounder

Bo Knudsen, CEO of C WorldWide Asset Management, shares his thoughts on why finding compounders is the holy grail of investing.

COVID-19 Update

Global Thematic Specialist at C WorldWide, Morten Springborg, shares our view on the potential longer-term thematic consequences of the COVID-19 pandemic.