Nordea Asset Management

With the U.S. elections approaching, a tight race between Kamala Harris and Donald Trump is emerging. We took this opportunity to consult with our investment boutiques on their perspectives regarding the potential implications of the election outcome on financial markets and portfolios.

As we approach the end of 2024, the economic outlook remains uncertain, with debates around whether the global economy is heading for a soft or hard landing. Amidst this uncertainty, one asset class stands out as a beacon of stability and potential performance: Covered Bonds.

Nordea Asset Management (NAM) has been recognized by the Principles for Responsible Investment (PRI) for its leadership in spearheading a collaborative engagement of approximately 20 investors focused on enhancing disclosures and reducing company methane emissions to near zero within the energy, utilities, and waste management sectors.

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.