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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.

January 13th, 2022

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05
min.

Does inflation swindle the equity investor?

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.

05
min.

Indonesia – Structural story but with a minor (political) bump

Our recent visit to Indonesia left us pleasantly surprised by the remarkable economic developments taking place in the country.

10
min.

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).

04
min.

AI to The Rescue

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.