Market update with CEO Bo Knudsen (July 2025)

4 July 2025

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Market update with CEO Bo Knudsen (January 2026)

As we embark on a new year , Bo Knudsen, our CEO and Portfolio Manager, shares his perspectives o...

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Interview with Sean Maher

In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms...

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Interview with Louis-Vincent Gave

As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, foun...

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The year 2024 and expectations for 2025

CEO and Portfolio Manager Bo Knudsen reflects on the investment year 2024 and assesses the outloo...

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Superscaling in the 2020s and beyond

The dominance of today’s largest companies has led to extreme market concentration, but this is n...

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