Market leadership has been unusually narrow in 2026, with a small group of companies driving a disproportionate share of global equity returns.

Contrary to popular belief, what an active, fundamentally driven equity investor longs for most is not strong equity markets, but markets with breadth.

Juni ble en todelt måned i finansmarkedene. Den sterke oppgangen fra våren fortsatte inn i måneden, og de globale aksjemarkedene satte nye rekordnivåer tidlig i juni. I løpet av måneden snudde imidlertid stemningen, og et markant fall i teknologi- og halvlederaksjer trakk de brede indeksene ned.

Some investment trips are memorable because of the conclusions they generate. Others stand out because of the experiences that shape those conclusions. Our recent two-week research trip across Hong Kong, Taiwan and China was very much both.

Watch our video with Portfolio Manager Mogens Akselsen and gain insight into why Asia may continue to be one of the most attractive regions for long-term investors.