2024 is the biggest election year the world has ever experienced, with about half of the world population voting. Why is this important to longer-term investors?
Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.
Although we think it is too early to call off the risk of recession and predict a clear sky outlook, the current trends look surprisingly strong.
CEO and Portfolio Manager of C WorldWide, Bo Knudsen, looks back at the year 2023 and discusses the themes which we believe will be central in the investment year 2024.
There are good reasons for excitement, but a grain of realism is needed not expecting AI to solve all world problems. We are following the AI revolution which will probably be more of an evolutionary process.