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 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.

While we knew that Trump’s policies would create uncertainty and volatility in the markets, we are surprised by how unpredictability has become such a central tool in Trump’s arsenal. This is the new reality we must navigate, and it creates uncertainty.

Vår VD och portföljförvaltare Bo Knudsen reflekterar över investeringsåret 2024 och det kommande året.