Nordea Asset Management

The ‘E’ has dominated the ‘ESG’ landscape, with a strong focus on environmental concerns, while the ‘S’ has lagged. But with projected investments in Diversity & Inclusion set to reach USD 15 bn by 2026 , we’re starting to see a shift.

Looking back two years, can you still remember the shortage of numerous products towards the end of the pandemic?

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.

We are optimistic and see a high level of structural growth potential in India, Brazil and Mexico, specifically in Indian banks and the Brazilian consumer.

Longer term, current bond valuations are attractive and that makes expected returns for Multi Assets portfolios very attractive over the longer term.  

High yield is understandably a primary area of focus for investors today, as yields on sub-investment grade credit remain elevated following the significant spike during 2022—EU HY has seen yields are sitting between 7-8% as of end Sept 2023.

Equities can be an unparallel tool to navigate an environment where inflation is expected to be somehow higher compared to the past decade.

We believe a significant factor in unlocking value in these businesses is convincing the wider market of their improving sustainability and ability to generate positive returns in the future green economy.