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Superscaling in the 2020s and beyond

The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.


November 12th 2024

You can read more about superscaling in our White Paper by Bo Knudsen and Senior Analyst Marcus Bellander

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06
min.

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.

06
min.

The Impact of Passive Investment Flows

As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.

03
min.

DeepSeek – A Sputnik Moment

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

09
min.

From Diversification to Distortion: The Impact of Passive Investment Flows

This paper discusses how passive investment strategies have driven the market narrowness and increased equity markets’ price inelasticity.