We use cookies to collect statistics. By clicking OK you accept the use of statistic cookies. You can decline the use of statistic cookies by clicking here. Find out more about our cookie policy here.OK

Market Perspectives for the Coming Year

Bo Knudsen shares our thoughts on the current market perspectives that we, as an active global equity investor, navigate in to create attractive returns for our clients.

January 13th, 2022

Are you experiencing audio issues? Please click the volume icon in the video player:


Read the market comment here

You might also find this interesting:

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.

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.