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The year 2024 and expectations for 2025

CEO and Portfolio Manager Bo Knudsen reflects on the investment year 2024 and assesses the outlook for the coming year.

January 6th 2025

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08
min.

The Year of Index Concentration

Magnificent Seven stocks dominated the stock markets in 2024, reaching a market value equivalent to 16% of the global economy.”

07
min.

How to Extract Value from Data?

While some companies are favourably positioned to capture long-term value from a data-driven business model, for the majority, data will be a prerequisite to remain competitive and not necessarily a long-term driver of shareholder value.

05
min.

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.

10
min.

Superscaling in the 2020s and beyond

The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.