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Stay alert.

First-hand insights & information on how to navigate the impact of COVID-19.

In the Spotlight

Morning Espresso

Wednesdays at 10am
Upcoming guest speaker Jeremy Anagnos, CFA, lead Portfolio Manager of Nordea’s Global Listed Infrastructure Strategy and CIO, Listed Infrastructure at CBRE Clarion

Key investment updates

13.01.2021
flag All roads lead to China
Morning Espresso: Kai-Kong Chay and Paula Chan
Main interview
Macro matters
16.12.2020
flag 2020 Year in Review
Morning Espresso: Paul Malpas and Carlo Fassinotti
Main interview
ESG Matters
11.12.2020
flag ESG virtual roadshow
Webinar: Jens Moberg Rygaard, Hilde Jenssen and Eric Pedersen
Watch video
09.12.2020
flag Find out how our new Global Social Empowerment Strategy addresses the "S" in ESG
Morning Espresso: Thomas Sørensen
Main interview
ESG Matters
Q&A
02.12.2020
flag 2021 Macro Outlook: Light on the horizon
Morning Espresso: Sebastien Galy
Watch video
Q&A
27.11.2020
flag Find out how the new Biden administration will put infrastructure in the spotlight
Afternoon Americano: Jeremy Anagnos
Watch video
Q&A
25.11.2020
flag Find out why ESG integration in North American companies matter
Morning Espresso: Joakim Ahlberg
Main interview
ESG matters
Q&A
18.11.2020
flag Find out how to escape the negative returns of cash
Morning Espresso: Gino Boffa
Main interview
Macro matters
Q&A
17.11.2020
flag China: Insights on the giant’s fast recovery
Webinar: Kai-Kong Chay
Watch video
11.11.2020
flag Find out why ESG integration in European companies matter
René Møller Petersen and Frederik Nøkleby Weber
Main interview
ESG matters
Q&A
06.11.2020
flag Post US elections analysis - The implications for the markets and what it means for your portfolio
Afternoon Americano: Steven Friedman
Watch video
04.11.2020
flag ESG integration in European High Yield
Morning Espresso: Torben Frederiksen
Main interview
Macro matters
Q&A
29.10.2020
flag Nordea 1-Flexible Fixed Income Fund- Q3 2020 Global Conference Call
Global Conference Call: Karsten Bierre and Søren Lolle
Watch video
21.10.2020
flag ESG in EM Fixed Income, unlocking the hidden value
Morning Espresso: Thede Rüst
Main interview
Macro matters
Q&A
14.10.2020
flag The road to the White House
Morning Espresso: Jeff Sherman and Steven Friedman
Watch video
Q&A
07.10.2020
flag Performance, capital preservation & optimisation with our flexible and balanced solutions
Morning Espresso: Karsten Bierre
Main interview
Macro matters
Q&A
30.09.2020
flag ESG matters in EM. Find out why
Morning Espresso : Juliana Hansveden
Watch video
Q&A
23.09.2020
flag Find out what it takes to build robust Multi-Asset Solutions
Morning Espresso : Asbjørn Trolle Hansen
Watch video
Q&A
16.09.2020
flag Discover the inner workings behind our Climate solution
Morning Espresso : Henning Padberg & Michaela Zhirova
Watch video
Q&A
11.09.2020
flag More flexibility to reach your goal!
In Focus: Nordea’s Balanced Income Strategy
View insight
09.09.2020
flag Stable Equities add value
Morning Espresso : Claus Vorm
Watch video
Q&A
02.09.2020
flag How our Fundamental Equities team converted its strategies to full ESG integration
Morning Espresso: Hilde Jenssen
Watch video
Q&A
26.08.2020
flag Surviving and thriving in a responsible way
Morning Espresso: Nils Bolmstrand
Watch video
Q&A
View more

EU ESG regulatory updates

28.10.2020
flag EU ESG regulations – MiFID II changes and its impact on selling in the future – Part 3
Morning Espresso: Michael Maldener and Cecilia Siegbahn
Main interview
ESG matters
Q&A
19.08.2020
flag New EU regulations put ESG centre stage – Part 2
Morning Espresso: Michael Maldener
Watch video
Q&A
29.07.2020
flag New EU regulations put ESG centre stage – Part 1
Morning Espresso: Michael Maldener
Watch video
Q&A
View more

Stay alert to the world

Macro updates

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A new President and a new Senate

Jan 2021

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Nearing the end of Brexit

Dec 2020

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A New President in the White House

Nov 2020

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US Elections: An uncertain outcome

Nov 2020

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Brexit negotiations update

Oct 2020

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Fed – Change to forward guidance

Sep 2020

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Highlights of the week

15 January 2021 | Joe Biden proposes 1.9 trillion dollar package

To pass this package, the incoming Democratic administration will need either to negotiate with the Republicans or go for the reconciliation process where a simple majority in the Senate is enough. However, the reconciliation route can only be used three times per year. Given that the Republicans will likely try to whittle down the deal to something of far less impact, the odds are that they will go this way after a week or two of negotiations. Nonetheless, not all items can go through the reconciliation process so some give and take is a certainty. For example, the doubling of the Federal minimum wage is unlikely.

What does it mean?

Markets have been hesitant to welcome such a deal, but it is a significant step forward for a US economy that is slowing down, as measured by the recent labor market data and the weak retail sales.


13 January 2021 | Euro likely to strengthen versus the dollar

The rise of the euro versus the dollar seems primarily driven by dollar weakness and by the recycling of dollar reserves into euros by central banks such as China’s PBoC. Indeed as money flows into China, renminbi is strengthening and to stem this, the central bank of China sells its currency and buys dollars. In a second step, it sells some of these dollars for other currencies such as the euro in a process known as diversification that pressures the euro higher.

What does it mean?

With a Chinese economy set to grow at 8% and heavy fiscal deficits in the United States, the dollar is likely to weaken further versus the euro for EURUSD to reach the 1.25-1.30 region.


11 January 2021 | Weaker non-farm payroll

Non-farm payroll dropped from 336K to -140K in December below expectations as lockdown measures had more impact than expected for restaurants and bars while the unemployment rate stabilized after a few months of falling. Progress continues in other sectors, however, and the number of permanently unemployed has fallen to 3.37 million. The market reacted positively to the negative surprise of the Non-farm payroll, betting on more fiscal stimulus. This underscores that the market is somewhat de-anchored from economic reality. Lockdown measures and other restrictions are likely to spread in the United States though the market is focused on hope of a more rapid distribution of the Covid-19 vaccine.

What does it mean?

The details of the Non-Farm Payroll print were actually encouraging. The US economy is likely moving at a steady pace and should be helped by further fiscal packages from the Democrats. We maintain our positive outlook on US equites for the first half of the year.


Key solutions for this environment

Take shelter

ALT
Covered Bonds. Stay covered. >

Prepare for rebound

ALT
STARS ESG Equities.
Shaping tomorrow's world. >

All weather

ALT
Alphas. Experience matters. >
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