Den store overraskelsen i finansmarkedene i september var den kraftige oppgangen i det kinesiske aksjemarkedet. Shanghai-indeksen steg med 17 % etter at kinesiske myndigheter annonserte en pakke med pengepolitiske stimuli, den største siden koronapandemien.- Skrevet av makroanalytiker Svein Erik Førre
Avoiding the worst days is appealing – however, catching the good days in the stock market is crucial, and they often tend to follow close behind the worst days.
We emphasise the sustainability of earnings growth over the magnitude of earnings growth. Consumer Staples companies are increasingly challenged as they face cost inflation and increased sustainability costs.
2024 is the biggest election year the world has ever experienced, with about half of the world population voting. Why is this important to longer-term investors?
Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.