Nordea Asset Management

As turbulence continues to rattle global financial markets, many investors are seeking refuge in traditionally safe assets, including government bonds.

Nous sommes à un moment où l’Europe doit réinventer son identité dans un monde nouveau, dans lequel elle est livrée à elle-même. Nous devons décider si nous voulons prendre la responsabilité de notre avenir ou laisser d’autres décider à notre place.

Nordea Asset Management (NAM) annonce le lancement du fonds, une stratégie actions à forte conviction conçue pour capter les opportunités offertes par le redémarrage économique de l’Europe.

Recent geopolitical events and policy uncertainty have thrown into question the continued relevance of decarbonisation across the economy. Many investors have begun to question whether investing in climate focused strategies still makes sense.

As International Women’s Day highlights female economic empowerment and encourages companies to prioritize diversity in recruitment, we explore how investors can benefit from focusing on female representation.

The global economy is in the midst of a remarkable transformation, presenting investors with a unique mix of hurdles and opportunities. Over the past year, we’ve witnessed persistent trends—America’s economic resilience, global disinflation, and simmering geopolitical tensions—that are likely to shape the year ahead, though with important nuances.

Cement is an essential material for our modern economy. With its low cost and durable characteristics, we struggle to see a scenario where it can be replaced at scale – meaning this essential material will have a continued role in the low carbon economy of the future.

From sprawling farmlands to bustling factories, the global food industry operates through a vast and intricate network of interconnected supply chains spanning the globe. This complex system, vital for bringing food to our tables, is driven by immense resource demands, logistical challenges, and environmental impacts, raising urgent questions about its long-term sustainability, efficiency, and resilience.

With the rate reduction cycle starting to unfold, global listed real estate has recently morphed into a winner. Despite the strong Q3 2024 performance, global REITs are still poised to outperform and deliver attractive returns in the long-term.

Nordea
À l’approche de la fin de l’année 2024, les perspectives économiques restent incertaines et la question de savoir si l’économie mondiale se dirige vers un atterrissage en douceur ou forcé continue de faire débat. Au milieu de cette incertitude, une classe d’actifs se distingue comme un exemple de stabilité et de performance potentielle : les obligations garanties.