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All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen Catrin Jansson David Rindegren Henrik Hviid Jakob Greisen Josefine H. Sørensen Marcus Bellander Mikael Svensson Mogens Akselsen Morten Springborg Oliver Hinsch Peter O'Reilly Ulf Arvidsson
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.

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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.

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19 July 2024

Politics matters in the 2020s

2024 is the biggest election year the world has ever experienced, with about half of the world population voting. Why is this important to longer-term investors?

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22 April 2024

The dominance of acronyms

Although we think it is too early to call off the risk of recession and predict a clear sky outlook, the current trends look surprisingly strong.

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18 January 2024

Opportunities arising from divergence and change

We believe that 2024 will be another year with significant divergences in global stock markets driven by a more accommodative monetary policy and a challenging economic environment.

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