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Here's what Ozempic, ASML and India's fintech industry all have in common — and how one ETF takes advantage of all three

C WorldWide Thematic Specialist Morten Springborg says his firm has outperformed by taking a much longer-term approach than is usual for money managers.
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Hedge funds look to increase crypto exposure | Investment Executive

IE Staff Roughly one in five hedge funds were invested in digital assets earlier this year, with more managers planning to try their luck with crypto, according to a new survey. The Alternative Investment Management Association (AIMA), PwC and Elwood Asset Management released their latest report on hedge funds and digital assets after surveying fund managers. The survey covered 39 global funds managing roughly US$180 billion in the first quarter of this year (all values below are in U.S. dollar...
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Tech consolidation brings new investment opportunities

** Some of the most advanced machinery ever produced is opening exciting opportunities for investors, according to Morten Springborg, global thematic specialist at C WorldWide Asset Management. Springborg said consolidation in the semiconductor business has revealed clear winners, and offers rewards to investors who stake their claim in the increasing digitization of society. He described the semiconductor value chain as fundamental to the tech theme. At the top are computer-chip designers and ...
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Global trends to watch: health care and the energy grid

** Half of all investments into future energy infrastructure could go to expanding, strengthening and preparing the global electrical grid for the influx of clean electricity, according to Morten Springborg of C WorldWide Asset Management. The Copenhagen-based global thematic specialist said the world has turned its focus to the development of more efficient sources of energy. With the transition from fossil fuels to solar panels and wind turbines comes the need to upgrade electrical grids. “...
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