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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.


January 2026

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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.

06
min.

The challenges of a K-shaped economy and equity markets also create investment opportunities

Today, economic growth and equity market leadership are very narrow and rely on a few. This has created a more volatile and uncertain environment, but also opportunities for active investment management.

11
min.

Defence in a Multipolar World

The transition from a unipolar to a multipolar world order – exemplified by simultaneous conflicts in Ukraine and the Middle East – underscores the strategic imperative of abundant energy and large manufacturing capacities.

05
min.

Technology, Politics and Equity Market Outlook

The world currently seems rather unipolar with the US and President Trump setting the agenda. Investors are kept busy trying to distinguish noise from reality. This has shortened investors’ time horizon and created a more complex investment environment.