Follow our expert insights about how the markets and inflation develop in the Nordics and globally.
Markets and investment
With currency risk showing no signs of easing, Sweden’s largest corporates are taking markedly different paths to managing FX risk, from full hedging to no hedging at all. Four treasury leaders share how they think about the challenge.
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Markets and investment
Despite AI’s rapid growth, Nordea’s Kirsti Sunde Midttun and Ole Håkon Eek-Nielsen see several challenges to profitability and present a more sceptical view of the industry’s prospects.
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Markets and investment
The article is based on Nordea's latest quarterly Rates and FX webinar, in which economists Jan Størup Nielsen and Samir Barki reviewed the key trends in financial markets and presented Nordea's forecasts for the remainder of 2026.
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Markets and investment
A year after its launch, Nordea’s Empower Europe fund has attracted EUR 870m, highlighting continued investor interest in investment opportunities focused on Europe’s long-term development. The strong inflow makes it one of the most strongest fund launches at Nordea Asset Management in recent years.
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Corporate insights
The recent Beijing summit won't reset US-China relations, but it offers something businesses have craved since 2018: predictability. We break down what "managed stability" means for Nordic companies navigating global supply chains.
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Savings
Funds are a popular way to invest because they make investing simpler, more diversified and easier to access than buying individual company shares on your own.
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Economic Outlook
The Middle East war and the closure of the Strait of Hormuz disrupt energy and supply chains and weaken confidence. We therefore downgrade our global growth forecast, while central banks face rising price pressures.
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Economy
Energy prices have risen significantly, but diversified energy supply and lower energy consumption limit the risk of economic collapse. Nuclear power and renewable energy come into focus in the EU's future energy policy.
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Markets and investment
Nordea’s Empower Europe Fund has reached EUR 664 million in assets under management, just nine months after its launch. The strong inflow reflects growing investor interest in Europe’s changing role on the geopolitical stage.
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Economy
Oil prices have surged from USD 60 to nearly USD 120 per barrel amid Middle East tensions, but the Nordic economies are expected to remain resilient. Our analysis shows the economic impact should be manageable if prices stabilise around current forward market expectations.
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Markets and investment
Leading up to MIPIM 2026, Nordea’s Simon Stein reflects on investor sentiment, market trends and where real estate opportunities are emerging.
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Economy
Tariff uncertainty has increased again after the Supreme Court found a big part of the US tariffs illegal. New tariffs quickly followed, but it would be premature to expect recent developments to materially alter the economic and market outlook.
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