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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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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.