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

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.

January 8th 2024

You might also find this interesting:

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.