9 april 2021

Riding the green wave in emerging markets

The need to improve general public health in Asia creates good investment opportunities. Especially improvements related to the environment and air pollution offer multi-year growth potential.

Les mer Insight
8 januar 2021

Mythology and fundamentalism in the investment world

”Reversion to the mean” is viewed by many as a natural law. But the story of humanity is one of long-term progress.

Les mer Insight
15 desember 2020

The India wide web – The world's fourth internet

We believe that a fourth Internet – Jio – is currently emerging in India.

Les mer Insight
3 november 2020

Novo Nordisk's revolutionary obesity drug

According to the WHO, worldwide obesity has nearly tripled since 1975. In 2016, more than 1.9 billion adults, 18 years and older, were overweight. Of these over 650 million were obese.

Les mer Insight
26 oktober 2020

Renaissance of the subscription model

In today’s cloud and streaming based world, the subscription model has attracted ever more attention over the past few years, from both consumers as well as businesses.

Les mer Insight