We have made a 2020 Checklist for what must go right this year. Following an astonishing good year for market…
Company news
•In November 19, we raised our Overweight in global equities, as our dynamic indicators suggest a new leg of expansion…
Copenhagen Allocation Partner is producing a written monthly brief on our Model Portfolio. The brief is called ‘CAP Scan’ and…
• The fears of late-2018 did not materialize in 2019. The expected slowdown did set in, but US recession fears…
Overall, the environment for risk-taking is Positive Since 2009, a favourable macro environment has underpinned risk assets in varying degrees.…
Our global GDP lead is again on the rise following the slowdown period since mid-2018. A new expansion phase –…
The macro environment Our global GDP lead is again on the rise following the slowdown period since mid-2018. A new…
What asset class returns are likely going forward? In a recent investor meeting, Copenhagen Allocation Partner presented its assumptions about…
In October, 2019 Copenhagen Allocation Partner and Portfolio Manager launches the CAP-M fund. The fund is a conservative All-Weather fund…
Copenhagen Allocation Partner welcomes our new partner Henrik Lumholdt. Henrik is a senior Investment professional with 30 years of capital…
Euroinvestor interview regarding the current investment climate incl. Caps investment approach. https://www.euroinvestor.dk/nyheder/2019/06/14/lars-christensens-verden-episode-21-hvis-virksomhedernes-betalingsevne-svigter-knaekker-aktiemarkedet/14042816
Podcast where Morten Kongshaug attended debat about Global econonomy and politics (in Danish) https://podcasts.apple.com/dk/podcast/lars-christensens-verden/id1448478628?l=da&i=1000441411464
In January 2019, C.A.P received its Financial Advisory License from the Danish FSA. The license allows the company’s employees to…
Copenhagen Allocation Partner (C.A.P) was founded in April 2018. It turned into a Danish Aps company in December 2018.
Documentation
We have made a 2020 Checklist for what must go right this year. Following an astonishing good year for market…
•In November 19, we raised our Overweight in global equities, as our dynamic indicators suggest a new leg of expansion…
Copenhagen Allocation Partner is producing a written monthly brief on our Model Portfolio. The brief is called ‘CAP Scan’ and…
• The fears of late-2018 did not materialize in 2019. The expected slowdown did set in, but US recession fears…
Overall, the environment for risk-taking is Positive Since 2009, a favourable macro environment has underpinned risk assets in varying degrees.…
Our global GDP lead is again on the rise following the slowdown period since mid-2018. A new expansion phase –…
The macro environment Our global GDP lead is again on the rise following the slowdown period since mid-2018. A new…
What asset class returns are likely going forward? In a recent investor meeting, Copenhagen Allocation Partner presented its assumptions about…
In October, 2019 Copenhagen Allocation Partner and Portfolio Manager launches the CAP-M fund. The fund is a conservative All-Weather fund…
Copenhagen Allocation Partner welcomes our new partner Henrik Lumholdt. Henrik is a senior Investment professional with 30 years of capital…
Euroinvestor interview regarding the current investment climate incl. Caps investment approach. https://www.euroinvestor.dk/nyheder/2019/06/14/lars-christensens-verden-episode-21-hvis-virksomhedernes-betalingsevne-svigter-knaekker-aktiemarkedet/14042816
Podcast where Morten Kongshaug attended debat about Global econonomy and politics (in Danish) https://podcasts.apple.com/dk/podcast/lars-christensens-verden/id1448478628?l=da&i=1000441411464
In January 2019, C.A.P received its Financial Advisory License from the Danish FSA. The license allows the company’s employees to…
Copenhagen Allocation Partner (C.A.P) was founded in April 2018. It turned into a Danish Aps company in December 2018.