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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.

 

February 5th 2025

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18
min.

Manufacturing dominance and the illusion of Western de-risking

Global manufacturing has entered a new regime. Electrification is intensifying as a structural driver of energy demand, industrial investment and geopolitical leverage – reshaping not just energy markets, but industrial power.

08
min.

Four factors of change

We have identified four pivotal changes that point to an emerging change in market trends with investors refocusing more on fundamental and structural growth. These four changes are a revival of quality stocks, broadening out of the AI theme, the rise of China and India and the peak of US equity market capitalisation dominance.

05
min.

Market update with CEO Bo Knudsen (January 2026)

As we embark on a new year , Bo Knudsen, our CEO and Portfolio Manager, shares his perspectives on recent market developments and where he sees opportunities as the global investment landscape broadens.

07
min.

Interview: How technology is transforming defence

Jeffrey Scott Saunders, CTO and advisor for the Danish National Defence Technology Centre, explores the key technological developments transforming modern warfare. From the growing role of artificial intelligence and autonomous systems to the integration challenges posed by contested environments, he outlines both the opportunities and obstacles shaping defence capabilities over the coming decades.