Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
PFA: It has been a good first half of 2023
-
By Borsgade
- - Published
PFA has just presented its half-yearly report for 2023. Declining inflation, solid growth and good corporate balance sheets have provided tailwinds in equity markets in the first half of 2023. This has also affected PFA’s return, where a typical PFA customer has received a return of 7.6 per cent.
In the video, PFA’s Group Investment Director, Kasper A. Lorenzen, talks about PFA’s increased equity exposure in the US, where technology companies in particular have padded their pension accounts.
The short video can be seen in the link below, and if you want to dive into PFA’s thoughts on, you can read “PFA Insight” for the third quarter here.
June marked a positive end to the first half of 2023, where risk-averse investors in particular have been rewarded more than expected. We believe that the positive trend will continue in the second half, although weak growth and tenacious inflation reduce the return potential.
Share the news
Disclaimer of liability
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
You might also find this interesting:
Bill Nygren: A Modern Approach To Value Investing
March 28, 2025
In this interview, Bill Nygren reflects on his career mistakes and lessons learned. These insights highlight the importance of balancing conviction with caution in investing and the need for value investors to adapt their strategies to include companies with significant intangible assets.
Howard Marks: Value matters more than quality
March 28, 2025
In this interview, Howard Marks shares his investment philosophy and lessons learned over his 55-year career, including contrarian investing, value versus quality and the inevitable market cycles.
Mohnish Pabrai: The Boom-Bust Mental Model
March 28, 2025
In this interview at the 2025 MOI Global, Mohnish Pabrai shares insights on his investment philosophy and current market perspectives. The conversation covers various industries and investment approaches, with particular focus on cyclical businesses and special situations.