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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.

Interview with Sean Maher

In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.

15
min.

Interview with Louis-Vincent Gave

As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.

11
min.

Control, Alt, Delete Pax Americana

The US-led global order of Pax Americana is being rebooted by the Trump administration and replaced by a multipolar world.

06
min.

Why the US outpaced Europe – and why it might not last

Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe.