Asset Allocation Strategy: Tug of war

Michael Livijn chief strategist
Chief Strategist Michael Livijn
18-11-30 14:58 | Markets and investments

A volatile year with a mediocre yield is coming to an end, Nordea’s investment strategists write in the December issue of the Global Asset Allocation Strategy. While the year started on a positive note with large gains for global shares, corrections in the spring and in October followed.

Currently most asset classes are more or less unchanged compared with the beginning of the year, they write.

For 2019, our strategists forecast a tug of war between tighter monetary conditions and growth dynamics that continue to be strong, a situation that is seen leading to higher volatility. What does this mean in terms of allocation between assets and geographical regions? Find out in the monthly Global Asset Allocation Strategy.

GAAS December 2018. (pdf, 3 MB)

Read more news

Showing 5 of 616 results

Valentines Day: Don't fall for the illusion of love

Sustainability

Nordea's fraud-prevention team gives you tips on how to spot and avoid romantic scams online.

Q1 News story 2018

Nordea again ranked as one of the world’s most sustainable corporations

Our work Responsible business

For the second year in a row, Nordea was ranked as one of the top 100 most sustainable corporations in the world by Corporate Knights.

Casper von Koskull

CEO Casper von Koskull comments on the fourth-quarter result

About Nordea

Nordea's CEO Casper von Koskull comments on the bank's fourth-quarter and full-year result for 2018.

Combatting dependency on single-use water bottles

Field visits Responsible business Environment

Nordea went to visit Bluewater, an innovative entrepreneurial company delivering drinking water solutions that will enable access to clean water for all peop...

Michael Livijn chief strategist

Global Asset Allocation Strategy February: Domino Effects

Markets and investments

Nordea's investment strategists share their views on asset allocation during February 2019.

Showing 5 of 616 results