Med unntak av fremvoksende markeder, endte globale markeder i november på en positiv tone, men måneden sett under ett var mer volatil enn hva vi har opplevd på en stund. Det amerikanske statsapparatet åpnet opp igjen i begynnelsen av november, men de jobber fortsatt med å komme ajour med hensyn til makroøkonomiske data.   - Skrevet av Sales Director Charles Myrvik

Today, economic growth and equity market leadership are very narrow and rely on a few. This has created a more volatile and uncertain environment, but also opportunities for active investment management.

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.

A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.