Ready to unravel the intriguing world of long-term investments? Listen in as we converse with Morten Springborg, a portfolio manager and thematic specialist from the institutional investment firm C Worldwide. Morten uncovers the key techniques behind C Worldwide's success - from their unique 30-stock approach to their in-depth thematic analysis. We discuss the power of patience and strategy in active management, using the stories of Visa and HDFC to underscore the rich potential of long-term investing.

In the ever-changing landscape of global equity markets, understanding the impact of passive and active investments is crucial. That's why we dive into the rising phenomena of passive ETFs and their implications on capital allocation. Morten enlightens us on how active managers can adapt to survive, while shedding light on the potential risks of investing in thematic funds. We wrap up this segment by examining the possible implications of large-scale passive investments on the global equity markets.

Ever wondered how macro themes affect micro investments? Stay tuned as we explore the interplay between these two crucial aspects of investing. We discuss the rise of big government leading to massive intervention in free market capitalism and the shift to intelligent automation technology reshoring supply chains. And, let's not forget the importance of differentiating signal from noise in investing. We learn how focusing on pragmatic indicators like new factory constructions and increased R&D spending can be better indicators for potential investments as opposed to simply following market noise. Join us for a compelling conversation that promises to provide valuable insights for all long-term investors out there.

Links mentioned in the episode:
https://www.cworldwide.com/
https://www.linkedin.com/in/mortenspringborg/