Nordea
Articles
May 2017
Opinion European equities: Back to basics
Following the French election, European equity markets are breathing a sigh of relief. While some structural challenges remain, strong fundamentals point towards continued European equity outperformance, triggered by reduced political tail (...)
February 2017
Opinion Protecting against Protectionism : Why is deglobalisation gaining momentum and what should investors do about it?
The headwinds to globalisation are more structural than cyclical, which means those in favour of open markets have a serious challenge to overcome.
August 2011
Strategy Nordic Sovereign bonds, the last safe investment in Europe?
The yield of the Swedish 10 year notes fell to a new historical low. A move which indicates that Sweden is viewed by Investors as a new hedge…
August 2011
Strategy Inflationary pressure is not a threat to growth in emerging markets
Inflationary pressure has grown during the past months due to excess demand, excess lending, lack of supply, increasing costs for energy and a rise in food prices.
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