The world currently seems rather unipolar with the US and President Trump setting the agenda. Investors are kept busy trying to distinguish noise from reality. This has shortened investors’ time horizon and created a more complex investment environment.

Den kraftige oppgangen i aksjemarkedet i USA den siste måneden fremstår som surrealistisk lys av den dramatiske økonomiske og geopolitiske utviklingen i år. Ved utgangen av juni steg S&P500 til et nytt historisk høyt nivå til tross for uavklarte handelskriger og USA/Israels angrep på Iran.  - Skrevet av makroanalytiker Svein Erik Førre

CEO Bo Knudsen shares his perspectives on how we navigate an increasingly complex market and where we still see opportunities – particularly within technology and artificial intelligence.

The US-led global order of Pax Americana is being rebooted by the Trump administration and replaced by a multipolar world.

Many have concluded that the US is the promised land while Europe is a wasteland. While there are many reasons to be impressed by the US, investors should not disregard the Old Continent, Europe.