Insights & videos - C WorldWide Asset Management

Insights & videos

25 October 2024

Superscaling in the 2020s and beyond

The dominance of today’s largest companies, particularly tech giants like Apple and Microsoft, has led to an extreme market concentration. However, as this paper shows, this is not historically unique.

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10 April 2024

Generative AI: The artificial future on steroids

Computing's evolution, epitomized by Qualcomm/ARM, Samsung/Apple, and Google/Facebook/Uber in the mobile era, shifts from semiconductors to infrastructure to software/services, a pattern expected to repeat in the emerging GenAI era.

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5 March 2024

The road to decarbonisation - A comprehensive analysis of sustainable energy solutions

Energy transition solutions need to be aligned with the energy trilemma of sustainability, security, and affordability. We see 5 broad building blocks for reaching net-zero longer term.

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27 February 2024

Average thinking does not create winners

You cannot expect the average fund to outperform the market, just like you cannot expect the average football club to do better than average.

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30 January 2024

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.

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