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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.

January 6th, 2023

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04
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The Splendour of the Luxury Goods Market – A strong and stable growing sector

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.

10
min.

Carbon Offsetting at C WorldWide

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02
min.

Returning to Japan

Japan continues to be demographically challenged but is a global power house in our identified mega-trend of Productive and Digital Society with robot technologies, global MedTech champions, and high-tech components and materials providers.

10
min.

Silver Linings

Equity investing is not just about managing risk but also understanding the dynamics of oppor­tunity. Twelve months ago, an extreme peak in the mo­netary cycle coincided with a peak in asset mar­kets.