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Nyhetsvelgeren

All White Papers Insights Videos Market Comments
All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen Catrin Jansson David Rindegren Henrik Hviid Jakob Greisen Josefine Heidemann Thomsen Lars Wincentsen Marcus Bellander Mikael Svensson Mogens Akselsen Morten Springborg Oliver Hinsch Peter O'Reilly Svein-Erik Førre Ulf Arvidsson

China is too important to ignore

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

Compounding Earnings through Sustainable Growth

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.

Japan's High-Tech Renaissance

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:

Average Thinking does not create Winners

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

Showcasing AI Portfolio Exposure

We have broad exposure and are well-positioned in our portfolios to leading companies exploiting AI technology. The question is: When will AI repeat the pattern of internet development in terms of earnings growth?