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.

Fra midten av oktober begynte finansmarkedene å prise inn at Donald Trump sannsynligvis ville vinne valget i USA. Dette forsterket oppgangen i lange renter som allerede i ukene før hadde steget som følge av inflasjonsutviklingen (fallet i kjerneinflasjonen i USA har de siste månedene bremset opp på i overkant av 3 %)..- Skrevet av makroanalytiker Svein Erik Førre

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.

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.

We emphasise the sustainability of earnings growth over the magnitude of earnings growth. Consumer Staples companies are increasingly challenged as they face cost inflation and increased sustainability costs.