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5 December 2024
Cement is an essential material for our modern economy. With its low cost and durable characteristics, we struggle to see a scenario where it can be replaced at scale
8 November 2024
With the rate reduction cycle starting to unfold, global listed real estate has recently morphed already into a winner
30 October 2024
With the U.S. elections approaching, a tight race between Kamala Harris and Donald Trump is emerging. We took this opportunity to consult with our investment boutiques on their perspectives regarding the potential implications of the election outcome on financial markets and portfolios. Our focus was primarily on insights from our U.S. managers, while also considering the potential impact on emerging markets, particularly China.
- 5 December 2024
- 30 October 2024
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Cement is an essential material for our modern economy. With its low cost and durable characteristics, we struggle to see a scenario where it can be replaced at scale
With the rate reduction cycle starting to unfold, global listed real estate has recently morphed already into a winner
With the U.S. elections approaching, a tight race between Kamala Harris and Donald Trump is emerging. We took this opportunity to consult with our investment boutiques on their perspectives regarding the potential implications of the election outcome on financial markets and portfolios. Our focus was primarily on insights from our U.S. managers, while also considering the potential impact on emerging markets, particularly China.
Investors have an interest in trusting companies committed to diversity and inclusion.
Covered Bonds have a storied history spanning over 200 years, with not a single default recorded in that time.
Nordea’s Global Stars Equity Strategy won Equities Manager of the Year 2024 from European Pensions Awards. PMs Johan Swahn and Joakim Ahlberg talk strategy.
There have been numerous stories regarding investor exodus from ESG strategies, but often these do not tell the full story.
Covered bonds are in an excellent position to offer attractive returns in the months ahead, whether the landing is a soft one or not.
Nordea’s Global Impact Strategy taps into an investment trend poised to continue for decades.
As key allocators of crucial capital, investors have a major role in identifying the sustainable leaders of tomorrow.
The surge in investor focus on generative artificial intelligence (AI) has led to one of the most powerful rallies in technology stocks in recent memory.
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