Storebrand & SKAGEN

Why neglected small-caps driving real-world changes can be the big winners of the green transition.

As a dwindling number of stocks drive global equity returns, what are the implications for markets and investors?

On a recent trip to China and India, we were struck by the stark contrast between the two economies. In Hong Kong, Chinese investors voiced concerns about slowing growth and rising debt, while in Delhi, Indian investors were upbeat, driven by the country’s booming economy and growing capital markets.

With many property markets improving and delivering positive returns in 2024, investors are increasingly hopeful that global real estate has finally turned a corner.

Bargain prices and an improving economic environment look favourable for smaller companies to generate bigger returns.

Equity and the principle of “common but differentiated responsibilities.., in the light of different national circumstances” for developing economies was fundamental to the signing of the Paris Agreement.

Storebrand Nordic Real Estate Fund (SNRE) has made its first successful acquisition, with the purchase of a high-quality logistics asset located in Sweden. This initial investment sets the stage for Storebrand’s strategic expansion across the property sector in the Nordic region.

cIt’s one thing for a company to give lip service to helping the environment; it’s another for its leaders to make trackable, public commitments to doing better for the planet—and follow through on them. For the first time, TIME and data firm Statista have created a rigorous methodology with which to measure the world’s most sustainable companies for 2024.

Storebrand’s Climate and Sustainability Product Lead, Head of UK Institutional, Lauren Juliff, recently took part in a roundtable hosted by CAMRADATA on the topic of ESG in Passive Investments.

Infrastructure has become a crucial building block in many investors’ portfolios, and Storebrand is no exception. Globally, the asset class has grown by 18% annually since 2010, yet the need for new infrastructure investments remains substantial.