Follow our expert insights about how the markets and inflation develop in the Nordics and globally.
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.
Read more
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.
Read more
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.
Read more
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.
Read more
Economy
The unstable conditions continue to dominate the forecasts, and nothing suggests an imminent shift.
Read more
Markets and investment
Ever wondered what banks or other financial institutions do with your money when you save or invest? Here is an explanation of asset management and Nordea’s role as an asset manager.
Read more
Economic Outlook
Households have regained confidence, and conditions are in place for consumption to substantially increase. The export industry has weathered several global challenges, and the outlook is healthy. The unemployment rate is set to fall to 5%, according to the new BAS measure.
Read more
Economic Outlook
The global economic outlook has continued to be rather stable, despite geopolitical uncertainty. However, the level of uncertainty continues to be high, and the confidence among corporates and households is repeatedly tested.
Read more
Economy
The global economy proved to be more resilient to President Trump's aggressive trade policy than many feared. This provides the basis for a tempered – but real – optimism as we enter the new year.
Read more
Markets and investment
As the European regulatory environment for cryptocurrencies has matured and the demand for virtual currencies and cryptocurrencies is growing across the Nordics, Nordea has decided to allow customers to trade in a crypto-linked product on its platforms.
Read more
Markets and investment
Our analysis of the main public infrastructure programmes in Europe points to a substantial step-up in investment due in 2026, which contrasts with the capital drain we’re seeing for US cleantech. This is driving investors’ sentiment for infrastructure, which, for the first time in years in Q2 2025, was higher in Europe than in the US, topped by the Nordics.
Read more
Corporate insights
Despite global uncertainties, Sweden’s robust economic fundamentals pave the way for an increase in corporate transaction activity in the second half of 2025. Nordea’s view is that interest rates are likely to remain low, and our experts accordingly expect a pickup in deals.
Read more