Hoppa till sökfunktionen Hoppa till innehållet

Du behöver använda en annan webbläsare. För att kunna använda våra internettjänster kan du istället använda någon av de här webbläsarna: Apple Safari, Google Chrome, Microsoft Edge eller Mozilla Firefox.

Läs mer om rekommenderade webbläsare

 

Investment Outlook

Investment Outlook: More muted forecasts

Download the full report (pdf)

Graphs on a computer screen

Summary

High inflation, central banks that must quickly raise key interest rates, COVID-19 lockdowns in China, the war in Ukraine and much lower economic growth expectations have plagued financial markets in 2022. Risk appetite has fallen as problems have mounted. We expect stabilisation soon, but the risk situation remains troublesome.
View of Stockholm city

Nordic equities

The stock market had a weak start in 2022 due to concerns about rising inflation and an imminent trend reversal in monetary policy. Headwinds from this monetary policy shift are now a reality and will probably have a strong impact on the stock market for the rest of the year. Inflation problems have been further intensified by the war in Ukraine and China’s extreme COVID-fighting strategy.

Our themes

Windmill park in the ocean

Energy transition – for security of supply, lower costs and the climate

The focus of energy policy has shifted dramatically as a consequence of the war in Ukraine. Suddenly security of supply and self-sufficiency are most important, followed by household energy costs. Climate change and environmental issues have been given lower priority. Optimism has started to build among European producers of oil, gas and coal as well as nuclear power. There has been a dramatic shift in energy policy priorities, but the need for renewable energy remains unchanged. Expanding capacity has only become even more pressing and urgent.

Read the whole article Theme: Energy transition (pdf)
Computer keyboard

Cybersecurity – a topic we cannot ignore

Economic crime has moved out into cyberspace and into our computers. Private individuals, businesses and government agencies are more and more frequently subjected to cyberattacks. Cybercriminals, who are often untraceable, are among our biggest security threats. The already high costs of cybercrime are soaring. This has turned internet security – or cybersecurity – into a sector that is growing at record speed.

Read the whole article about Cybersecurity (pdf)

Investment Outlook May 2022

[11:07]

Read more in the latest Investment Outlook

Investment Outlook på svenska

Customer service