Aksjemarkedet fortsatte å stige i juli. Oppgangen startet i april etter at Trump utsatte implementeringen av «gjengjeldelsestariffene». Siden da har aksjemarkedene fortsatt å stige til tross for at USA har inngått «handelsavtaler» som innebærer markant høyere tariffer på varer importert til USA.   - Skrevet av makroanalytiker Svein Erik Førre

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.

Magnificent Seven stocks dominated the stock markets in 2024, reaching a market value equivalent to 16% of the global economy.