Nordea’s Thematics analysts revisit the topic of capital expenditure in the November edition of Nordea On Your Mind. The report takes a closer look at the capex/sales ratio as well as on what has changed compared with the situation a year ago, described in the December 2017 edition of the NOYM report.
Our analysts also forecast what to expect in terms of capital expenditure going forward and provide a deep dive into the energy and materials sectors.
Read the full report.
Don't miss our webinar on the 28 of November at 10:00 CET when chief analyst Johan Trocmé and analyst Hemming Svensson will take you through the report.
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After a strong rebound on easing election and vaccine concerns, some consolidation in risky assets is to be expected.
Markets and investments Sustainability
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Viktor Sonebäck and Johan Trocmé from Nordea Thematics reflect back on the Nordea On Your Mind topics covered during the year.
The past year we have had more focus on sustainable banking than ever.