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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.

June 16th 2023

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06
min.

Market update with CEO Bo Knudsen (July 2025)

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

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.