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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Together with 207 other global investors, Nordea is putting pressure on companies to act responsibly on human rights. This initiative is a response to the la...
The Nordea Economic Outlook comes out on 11 May. Sign up for the same-day webinar with Group Chief Economist Helge J. Pedersen.
High levels of customer and business activity led to very strong first-quarter results.