Nordea Asset Management

What do Artificial Intelligence (AI), heat pumps and electric vehicles (EV) have in common? They are among the great hopes for a successful transition to a more sustainable future, and they need electricity – a lot of electricity.

As the climate crisis and mounting social issues increasingly demand our attention, business risks and opportunities are showing up in areas like healthcare, waste management and agriculture. We believe that companies offering solutions to climate and social challenges represent a compelling proposition for investors.

The world is drowning in garbage. At least that’s the impression you might get if you look at the forecasts for the projected global increase in waste: For 2050, the World Bank predicts a growth in the annual global waste generation from the current around 2 billion to 3.4 billion tons – an increase of around 70%. This represents more than double the population growth over the same period.

The popularity of climate-positive investing has grown exponentially over the past decade or more, as society has embraced the importance of supporting the multi-decade sustainability megatrend.

High-yield bonds should continue to yield attractive returns in 2024. However, René Kallestrup from Capital Four advocates a selective approach with a view to sectors and regions.

Biodiversity loss is a systemic risk and one of the biggest global challenges of our time. Nature is being eroded at rates unprecedented in human history and we are facing the irreversible loss of plant and animal species, habitats, and vital crops.

thye importance of green and sustainable Semiconductors for the future

Nordea Asset Management recognized for “Best ESG European Equity Fund” at MainStreet Partners ESG Champions 2024 awards

To deal with these pressures, restaurant owners are increasingly turning to sustainable kitchen solutions to improve their bottom line.

Major central banks have finally moved into a genuine data-dependent mode, meaning that the pattern of signaling the outcome of policy meetings well in advance is finally over.