Insights & videos - C WorldWide Asset Management

Insights & videos

17 January 2025

The year of index concentration

Magnificent Seven stocks dominated the stock markets in 2024, reaching a market value equivalent to 16% of the global economy.

Read Market Comment

6 January 2025

The year 2024 and expectations for 2025

CEO and Portfolio Manager Bo Knudsen reflects on the investment year 2024 and assesses the outlook for the coming year.

Watch Video

12 November 2024

Superscaling in the 2020s and beyond

The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.

Watch Video

25 October 2024

Superscaling in the 2020s and beyond

The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.

Read White Paper

22 August 2024

Stay calm – Stay invested

Avoiding the worst days is appealing – however, catching the good days in the stock market is crucial, and they often tend to follow close behind the worst days.

Read Market Comment