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.

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.

Ur ett investeringsstrategiskt perspektiv kombinerar Kina strukturell tillväxt, teknologiska framsteg och ett växande globalt ledarskap. Landet framstår inte enbart som en tillväxtekonomi utan även som en teknologiskt planerad ekonomi med tydliga globala ambitioner

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.

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.