The rally in risky assets continued in April, supported mainly by central banks. Global economic data is still coming in on the weak side, but some signs of a potential near-term bottom is also starting to become visible, our investment strategists write in the Global Asset Allocation Strategy for May.
Earnings forecasts for 2019 are still experiencing some downward revisions, but a decent start to the earnings season in the US has provided some hope. As the market developments so far this year have been strong, improvements in earnings expectations are, however, likely already discounted in today’s prices.
Explore our strategists' view on the allocation between assets and geographies in May’s edition of the Global Asset Allocation Strategy (pdf, 896 KB).
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About Nordea Sustainability
Employees are encouraged to volunteer and teach financial and digital skills to students and elderly.
Responsible business Environment
In the capacity as a member of the Advisory Board of the network Atea Sustainability Focus (ASF), Nordea has teamed up with other large Nordic companies to d...
Sustainability About Nordea
We will participate in internal as well as external activities during Pride, which runs from May to August.
The latest Nordea On Your Mind podcast discusses the subject of Mergers & Acquisitions in the Nordics and in Europe since 2005.