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Superscaling in the 2020s and beyond

The dominance of today’s largest companies has led to extreme market concentration, but this is not historically unique. CEO and Portfolio Manager Bo Knudsen takes a deep dive into Superscaling in the 2020s and beyond.


November 12th 2024

You can read more about superscaling in our White Paper by Bo Knudsen and Senior Analyst Marcus Bellander

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Market update with CEO Bo Knudsen (July 2025)

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

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Interview with Sean Maher

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.

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Interview with Louis-Vincent Gave

As the U.S. falters, emerging markets rise. That is the key message from Louis-Vincent Gave, founding partner and CEO, Gavekal.

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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.