Morten Springborg, Global Thematic Specialist, explores the next phase of the AI race, from China closing the gap with the US to the rise of humanoid robots. With markets heavily concentrated around AI, he asks whether today’s massive investments can deliver the returns investors expect.

What is temporary, and what is sustainable? In our latest market update, Bo Knudsen, our CEO and portfolio manager, shares his perspectives on recent market developments and the long-term opportunities he sees across AI, trusted networks, and electrification.

Watch our video with Portfolio Manager Mogens Akselsen and gain insight into why Asia may continue to be one of the most attractive regions for long-term investors.

As we embark on a new year , Bo Knudsen, our CEO and Portfolio Manager, shares his perspectives on recent market developments and where he sees opportunities as the global investment landscape broadens.

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.