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5 March 2024

To date, the ‘E’ has dominated focus within the ‘ESG’ landscape, with environmental concerns like climate change high on the list of investor priorities, while the ‘S’ has lagged.

4 March 2024

The world is drowning in garbage. At least that’s the impression you might get if you look at the forecasts for the projected global increase in waste: For 2050, the World Bank predicts a growth in the annual global waste generation from the current around 2 billion to 3.4 billion tons – an increase of around 70%. This represents more than double the population growth over the same period.

1 February 2024

Looking back two years, can you still remember the shortage of numerous products towards the end of the pandemic? Consumers were facing shortfalls of products ranging from televisions and cellphones to cars, WiFi routers, medical devices and gaming consoles, among many other things. A central reason was a global shortage of semiconductors, also known as microchips and integrated circuits, mainly due to the effects of the Corona crisis causing disruptions in the supply chain.

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To date, the ‘E’ has dominated focus within the ‘ESG’ landscape, with environmental concerns like climate change high on the list of investor priorities, while the ‘S’ has lagged.
The world is drowning in garbage. At least that’s the impression you might get if you look at the forecasts for the projected global increase in waste: For 2050, the World Bank predicts a growth in the annual global waste generation from the current around 2 billion to 3.4 billion tons – an increase of around 70%. This represents more than double the population growth over the same period.
Looking back two years, can you still remember the shortage of numerous products towards the end of the pandemic? Consumers were facing shortfalls of products ranging from televisions and cellphones to cars, WiFi routers, medical devices and gaming consoles, among many other things. A central reason was a global shortage of semiconductors, also known as microchips and integrated circuits, mainly due to the effects of the Corona crisis causing disruptions in the supply chain.
As we approach the end of 2023 and look towards a new year, Claus Vorm, Sr. Portfolio Manager and Deputy Head of Multi Assets at Nordea Asset Management considers what lies in store for Multi Assets markets.
As we enter 2024, the global food service industry — a $2.3 tn powerhouse projected to reach well above $ 5 tn by 2030 with a Compound Annual Growth Rate (CAGR) of 10.79% — stands at a crossroads.
Major central banks have finally moved into a genuine data-dependent mode, meaning that the pattern of signaling the outcome of policy meetings well in advance is finally over. While peak rates are at least likely to be close, further hikes certainly cannot be excluded. Only rate cuts are excluded for now.
We are optimistic and see a high level of structural growth potential in the following EM countries:
As we wrap a very dynamic year for capital markets, Hilde Jenssen, Head of Fundamental Equities at Nordea Asset Management, answers three key questions about what we can expect in 2024.
As European corporate bonds display yields not witnessed for many years, investors are casting a renewed eye on the region’s credit market. But while all segments of European corporate debt offer attractive yield levels relative to the past decade or more, investors must avoid complacency in the face of continued challenges.
Investors today may be looking back fondly on the decade following the global financial crisis, as unprecedented monetary stimulus and ultra-low interest rates powered one of the most fruitful periods in history for markets – particularly for growth-related equities.
If the world is to be successful in transitioning to a sustainable economy, an enormous transformation needs to take place across many industries. New ecosystems are forming and innovative technologies are emerging; however, we are still at the beginning of this green transition.
The listed real assets universe – an $8trn market – is uniquely positioned to lead and benefit from global sustainability initiatives.
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