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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
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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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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4 April 2022

The longer-term investment consequences of the war in Ukraine

As we try to assess the longer-term implications of Russia’s vicious attack on Ukraine some conclusions come quickly and are hard to dispute. These are the known knowns.

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7 March 2022

Maslow's pyramid of needs, energy, and defense in a new geopolitical reality

We are deeply disturbed about the future of Ukraine and the western liberal order. However, it is also a time to reflect and consider what has brought Europe into this calamity.

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