In this podcast [27 min], Insightview has talked to Morten Springborg, a Thematic Specialist at CWorldWide Asset Management, about how the coronavirus outbreak could change the global economy. Also, we talk about whether European governments and central banks have launched the right measures to mitigate the consequences of the outbreak? Insightview asks whether policymakers around the world grope in the dark? Last but not least, Insightview asks Morten about where he sees opportunities and which sectors he will stay away from? [Read also Morten Springborg's article, Longer-term thematic consequences of Covid-19.]
Morten Springborg has almost 30 years of experience as an investment professional, and has in more recent years developed the thematic investment framework for C Worldwide. His thematic focus areas over recent years have been technological acceleration, the rise of China and US-Chinese tech rivalry, energy transition, demographic change and the relative demise of Europe. Morten Springborg has been a member of the Danish Government’s Energy Commission who was tasked to recommend to the Danish Government and Parliament suggestions for a new energy policy for the period 2020-30.
