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All C WorldWide Abhinav Rathee Allan Christensen Aman Kalsi Bo Knudsen Catrin Jansson David Rindegren Henrik Hviid Jakob Greisen Josefine H. Sørensen Marcus Bellander Mikael Svensson Mogens Akselsen Morten Springborg Oliver Hinsch Peter O'Reilly Ulf Arvidsson
1 October 2025

Defense in a Multipolar World

The transition from a unipolar to a multipolar world order – exemplified by simultaneous conflicts in Ukraine and the Middle East – underscores the strategic imperative of abundant energy and large manufacturing capacities.

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4 June 2025

Control, Alt, Delete Pax Americana

The US-led global order of Pax Americana is being rebooted by the Trump administration and replaced by a multipolar world.

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30 April 2025

The Rise of the Nation-State and Regional Allocations

A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.

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5 February 2025

The impact of passive investment flows

As passive investment continues to rise, market concentration and high valuations are expected to increase, leading to potential risks when trends reverse.

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29 January 2025

DeepSeek – A sputnik moment

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.

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