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Outlook 2021

Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.

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06
min.

Stay Calm – Stay Invested

Avoiding the worst days is appealing – however, catching the good days in the stock market is crucial, and they often tend to follow close behind the worst days.

06
min.

Compounding Earnings through Sustainable Growth

We emphasise the sustainability of earnings growth over the magnitude of earnings growth. Consumer Staples companies are increasingly challenged as they face cost inflation and increased sustainability costs.

06
min.

Politics matters in the 2020s

2024 is the biggest election year the world has ever experienced, with about half of the world population voting. Why is this important to longer-term investors?

06
min.

Status: The Stock Markets After the First Half

Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.