Global Asset Allocation Strategy: Enjoy the (bumpy) ride

Investment Manager Michael Livijn.
20-01-31 12:15 | Markets and investments

The odds are still favoring taking risk, our investment strategists write in the latest edition of the Global Asset Allocation Strategy. Equities have a good chance of outperforming bonds, they argue and therefore stick to overweight.

However, given the high-strung market, the likelihood of a setback has increased and one is already underway. Without lasting effects on fundamentals, however, our investment strategists consider such pullbacks buying opportunities, they write in the report.

A slowly improving cyclical outlook and stronger earnings growth are seen underpinning the stock-market performance. Historically low yields will also continue to support both the market and the economy, although they are unlikely to veer much lower.

Interested in learning more about what our strategists think about allocation between regions? Or about their general outlook on the world economy and politics? Read the brand new February edition of the Global Asset Allocation Strategy. (pdf, 1 MB)

Oops! Accept Marketing cookies to view contents like this from Nordea

Read more news

Showing 5 of 817 results

Strong market belief in Nordea’s long-term strategy of active investing

Sustainability Markets and investments

At this year’s edition of the Morningstar Awards, Nordea Funds brought home no more than six wins in total.

Business woman walking up some stairs

140 Nordea funds tighten requirements on investments in fossil fuel

Sustainability Markets and investments

140 Nordea funds now tighten their requirements on fossil companies and are only investing in companies that are on a green transition path.

Looking for job during online

Notice to Nordea’s Annual General Meeting and additional webcast for shareholders afterwards

About Nordea

Nordea’s Annual General Meeting (AGM) will be held on Wednesday 24 March 2021 at 14.00 EET in Helsinki. Due to the coronavirus situation it is not possible t...

Showing 5 of 817 results