An economic stabilization in 2020 that will underpin the earnings development. This is our investment strategists’ main scenario as they publish this year’s first Global Asset Allocation Strategy. Thus, the chances for another good year are looking good.
The biggest risks to the main scenario are a recession and/or (geo)political turbulence. However, as elevated sentiments, with potential short-term pull backs, are regarded as possible buying opportunities, and as the potential in fixed income is limited, our strategists keep their overweight stance on equities.
Find more details about the views on asset classes and regions, as well as discussions about potential scenarios, in the January edition of the Global Asset Allocation Strategy. (pdf, 1 MB)
Read more news
Economic outlook Nordea podcasts
Could the pandemic be resolved by a vaccine or therapy next year, or will we need to accept that it continues to burden the economy?
Sustainability Markets and investments
Read our new publication on sustainable investment
Markets and investments Sustainability
Nordea Asset Management has been awarded outstanding scores by the United Nations-supported Principles of Responsible Investment (PRI).
Digital banking About Nordea
Nordea is a main partner of Slush, the world’s leading startup and tech event. Nordea’s focus is on helping investors and startups find their best matches.
Sustainability About Nordea
Over the last seven years, Nordea’s procurement team has worked diligently on embedding sustainability in its core processes.