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Insight & News Selector

The Energy Transition Has Failed

The unilateral focus on solar and wind as substitutes for fossil fuels is insufficient to decarbonize the world. We also need to invest in other energy sources, including nuclear power. That's the view of C WorldWide's Thematic Specialist Morten Springborg.

The Struggle to Achieve Net Zero Emissions

In this and a follow-up white paper, we will update our outlook on the path to net zero and share our views on what’s needed to get back on track, as well as any relevant investment implications.

Opportunities Arising from Divergence and Change

We believe that 2024 will be another year with significant divergences in global stock markets driven by a more accommodative monetary policy and a challenging economic environment.

The Year 2023 and 2024 Outlook

CEO and Portfolio Manager of C WorldWide, Bo Knudsen, looks back at the year 2023 and discusses the themes which we believe will be central in the investment year 2024.

Showcasing AI Portfolio Exposure

We have broad exposure and are well-positioned in our portfolios to leading companies exploiting AI technology. The question is: When will AI repeat the pattern of internet development in terms of earnings growth?

The Market For Heat Pumps Is Heating Up

Heat pumps currently only represent approximately 13% of all heating systems in Europe and around 5% in the US, indicating significant growth potential.

Does inflation swindle the equity investor?

We conclude that equity investors may suffer during times of high inflation but in recent history, equities have indeed worked as a hedge against inflation.

Indonesia – Structural story but with a minor (political) bump

Our recent visit to Indonesia left us pleasantly surprised by the remarkable economic develop­ments taking place in the country.

Half-time: Status on the stock markets

Bo Knudsen, CEO and Portfolio Manager, shares our view on the stock market status in 2023. He also discusses the impact of Artificial Intelligence (AI).

AI to The Rescue

There are good reasons for excitement, but a grain of realism is needed not expecting AI to solve all world problems. We are following the AI revolution which will probably be more of an evolutionary process.