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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 Peter O'Reilly Svein-Erik Førre Ulf Arvidsson

Fragmenting Supply Chains & the Rise of Robots

Global supply chains are fracturing and critical industries like electronics and healthcare will be centered in the future around two distinct US and China centric supply systems.

The Anatomy of a Compounder

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.

Sustainable Investments

All through the years, we have targeted our investments in companies with sustainable business models, strong management teams and sound and responsible business ethics. This creates the optimum basis for generating attractive long-term returns.

Longer-term Thematic Consequences of COVID-19

The impact could be short-lived and modest or extended and more serious. But COVID-19 is already challenging perceptions of what a normal course of action is.

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.