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16-09-2020 09:29

Podcast: Coronavirus – Plan B

Capital markets have rebounded from the COVID-19 shock, and consensus forecasts expect 2021 to be even better than the pre-pandemic 2019. Could the pandemic be resolved by a vaccine or therapy next year, or will we need to live with COVID-19 for longer, and accept that it continues to burden the economy?
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In the latest report from our Nordea Thematics research team, we are exploring how well corporates are equipped to face a more challenging 2021 and 2022 if consensus forecasts are too optimistic, and if there is a need for a contingency plan. It could take time to get back to normal, and the new normal could be different from the old one. Corporates should have a plan B to ensure they can cope with the journey there, is the message from our experts.

Listen to Johan Trocmé, director at Nordea Thematics, and Viktor Sonebäck, associate at Nordea Thematics, when they talk about this and more in the latest Nordea On Your Mind podcast.

Nordea On Your Mind is the flagship publication of Nordea Investment Banking’s Thematics team, which produces research for large corporate and institutional clients. The research does not contain investment advice and typically covers topics of a strategic and long-term nature, which can affect corporate financial performance.

Top decision makers at Nordea’s large clients across the Nordic region receive Nordea On Your Mind around eight times per year. The publication’s themes vary widely, and many are selected from suggestions by clients. Examples of covered topics include artificial intelligence, wage inflation, M&A, e-commerce, income inequality, ESG, cybersecurity and corporate leverage.

Get the report

Top decision makers at Nordea’s large clients across the Nordic region receive Nordea On Your Mind around eight times per year.

If you are a corporate client and want to access the full Nordea On Your Mind report, please contact viktor.soneback [at] nordea.com (Viktor Sonebäck)

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