The biggest opportunity in equity investments is to look for companies that can compound their earnings over many years or even decades. We emphasize sustainability of growth over magnitude of growth.
Some might try to build an organization, where the system is more important than the people. Unsurprisingly, you get exactly what you aim for – a company that loses people.
Bo Knudsen, CEO at C WorldWide Asset Management, shares our expectations for the year 2021 and the next decade.
Today, almost 10 years after the financial crisis, we are in the later stage of a rising equity market. The increased turbulence makes many investors ask: Buy, sell, or hold?
1987 was another interesting year because the countries of the world came together with the purpose of reducing harmful substances that since have created positive change. Today, 30 years later, the fundamental story is the same. Fear of survival is a timeless factor of motivation and a reason to act.
You can actually win elections on slogans like ‘Make America Great Again’. The nationalistic message resonates with voters across the world. This secular increase in nationalism is a classic counterreaction to crisis. And a counterreaction to decades of globalization.