Norway Wealth Fund CEO Tangen on FY, Strategy, Inflation

The transcript discusses investment strategies for 2023, focusing on maintaining proximity to the index to manage risks. It highlights the challenges of global inflation, particularly with China's economic resurgence, and the importance of simplifying investments by reducing the number of companies in the portfolio. The conversation also touches on the potential risks of sticky inflation and unexpected market events, emphasizing the need for careful planning and risk management.

What strategies did the speaker mention for achieving excess performance in their investments?

How does the speaker describe the market conditions for 2023 compared to previous years?

What is the speaker's perspective on the importance of being index near for large funds?

What challenges does the speaker foresee regarding global inflation and its impact on equity markets?

Why does the speaker believe simplifying the number of companies in the investment portfolio is important?

What does the speaker mean by 'sticky inflation' and how does it relate to market risks?

What are the potential risks that the speaker identifies that are not widely discussed?