Kapitalflyten inn i aksjefond i november var den sterkeste på tre år. Det globale aksjemarkedet målt ved MSCI All Countries steg med 5 %. Oppgangen var imidlertid i hovedsak drevet av USA som nå vekter hele 70 % i indeksen. - Skrevet av makroanalytiker Svein Erik Førre

While some companies are favourably positioned to capture long-term value from a data-driven business model, for the majority, data will be a prerequisite to remain competitive and not necessarily a long-term driver of shareholder value.

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.

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.