In this interview, Sean Maher (Investment Strategist, Entext) addresses the U.S.-China tech arms race, its impact on investor returns, and whether China’s strategies could redefine value creation in technology equities worldwide.
As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.
Jim Hagemann Snabe, Chair of the Supervisory Board of Siemens AG, Chair of the Board of Directors of Northvolt and Member of the Board of C3 AI, shares his views of the 2020's from a leadership perspective.
Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2021 and the next decade.
Bo Knudsen, CEO of C WorldWide Asset Management, shares his thoughts on why finding compounders is the holy grail of investing.
Global Thematic Specialist at C WorldWide, Morten Springborg, shares our view on the potential longer-term thematic consequences of the COVID-19 pandemic.
CEO at C WorldWide Asset Management, Bo Knudsen, shares his thoughts on the turbulent market situation.
Bo Knudsen, CEO at C WorldWide Asset Management, talks about our expectations for the year 2020 and the next decade.
Abhinav Rathee, Portfolio Manager at C WorldWide Asset Management, gives our insights on the election in India.
Morten Springborg, Global Thematic Specialist, takes us behind the growing conflict between China and the U.S. The trade war is simply a symptom of China's global ambitions.