Med unntak av Oslo Børs har vi lagt nok en sterk måned i de globale aksjemarkedene bak oss. Risikoviljen blant investorer forblir høy, drevet av økende investeringslyst innen kunstig intelligens og en rekke solide kvartalsrapporter for tredje kvartal. I tillegg bidro både rentekutt i USA og Kina, samt enighet om handel og tariffer mellom verdens to største økonomier, til å styrke optimismen i markedet.

  - Skrevet av Sales Director Charles Myrvik

Some investors have written China off. Some even consider the country uninvestable. However, many Chinese companies now lead their global sectors with promising prospects.

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.

A small island in Japan called Kyushu is now known as “Silicon Island” due to the massive investments from TSMC and other tech companies. C WorldWide has portfolio exposure to several mentioned companies in this Insight. Read here:

You cannot expect the average fund to outperform the market, just like you cannot expect the average football club to do better than average.