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.

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15 July 2024

Status: The stock markets after the first half

Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.

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8 February 2024

The Energy Transition Has Failed

The unilateral focus on solar and wind as substitutes for fossil fuels is insufficient to decarbonize the world. We also need to invest in other energy sources, including nuclear power. That's the view, in particular, of C WorldWide's Thematic Specialist Morten Springborg.

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8 January 2024

The Year 2023 and 2024 Outlook

CEO and Portfolio Manager of C WorldWide, Bo Knudsen, looks back at the year 2023 and discusses the themes which we believe will be central in the investment year 2024.

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11 July 2023

Half-time: Status on the stock markets

Bo Knudsen, CEO and Portfolio Manager, shares our view on the stock market status in 2023. He also discusses the impact of Artificial Intelligence (AI).

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