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Investment Outlook

Is the loss of momentum temporary?

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Summary

The unusually high uncertainty surrounding economic policy conditions (read: tariffs) affects growth forecasts, corporate earnings and market confidence. In this situation, we choose to keep our portfolio close to normal, with a neutral equity weight.

Nordic equities: A focus on tariffs

The Nordic stock markets are attractively valued, and we see good recovery potential. But there is considerable uncertainty, which will be greatly affected by political developments.

Themes in Investment Outlook

Infrastructure investments – a path to economic growth

Infrastructure investments today are about future-proofing the living standards and finances of billions of people. But what is required, why are they so important now, and how can public and private capital work together to achieve the necessary results?

Global trade – major transition if world trade imbalances are to be adjusted

President Donald Trump’s tariffs have, at least initially, been linked to how large a trade deficit the United States has with each country. This article analyses global imbalances and the underlying drivers.

Investment Outlook May 2025

Our experts give you our current view on the development of the economy and stock exchanges (10 minutes).

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