Podcast: Is less really more when it comes to investing?

ROI
20-01-31 16:04 | Businesses

Less may be more in terms of architecture, interior design and accessories, but is it really relevant in terms of capital expenditure?

Nordea’s thematics research team continues to study the different ways companies spend their money. After previously looking at the different ways companies can do payouts, Johan Trocmé and Viktor Sonebäck now turn their focus to capital expenditure.

Some of the questions they seek answers to are why capex has fallen in recent years and if companies should even be using their funds for investments? Their findings about the relationship between share price development and a high capex to sales ratio may cause some raised eyebrows.

Don’t miss this latest Nordea On Your Mind podcast Is less really more when it comes to investing?

Trocmé Sonebäck liten

Chief Analyst Johan Trocmé and Analyst Vikor Sonebäck from our Thematic Research team.

Read more news

Showing 5 of 782 results

In 2015, Nordea Asset Management (NAM) started a dialogue with the pharma industry about the environmental and health impact of pharma manufacturing in India

Industry engagement in India paying off

Sustainability Awards

Nordea Asset Management has taken home the ‘ESG engagement initiative of the year’ prize in the 2020 Sustainable Investment Awards

Global Asset Allocation Strategy: Pitstop

Markets and investments

Our investment strategists on the allocation strategy for July 2020.

Assessing sustainability through rankings – a complex matter

Our work Responsible business

Recently, Nordea was highly ranked for our sustainability work by the NGO ShareAction, while we scored relatively low in another ranking/survey. We understan...

Oil platform in sunset

Oil: Black gold or black hole?

Markets and investments Nordea podcasts

Hear our experts talk about the latest Nordea On Your Mind report on oil

Showing 5 of 782 results