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1 februari 2024

Looking back two years, can you still remember the shortage of numerous products towards the end of the pan-demic? Consumers were facing shortfalls of products ranging from televisions and cellphones to cars, WiFi rout-ers, medical devices and gaming consoles, among many other things. A central reason was a global shortage of semiconductors, also known as microchips and integrated circuits, mainly due to the effects of the Corona crisis causing disruptions in the supply chain.

19 december 2023

As we approach the end of 2023 and look towards a new year, Claus Vorm, Sr. Portfolio Manager and Deputy Head of Multi Assets at Nordea Asset Management considers what lies in store for Multi Assets markets.

15 december 2023

As we enter 2024, the global food service industry — a $2.3 tn powerhouse projected to reach well above $ 5 tn by 2030 with a Compound Annual Growth Rate (CAGR) of 10.79% — stands at a crossroads.

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Looking back two years, can you still remember the shortage of numerous products towards the end of the pan-demic? Consumers were facing shortfalls of products ranging from televisions and cellphones to cars, WiFi rout-ers, medical devices and gaming consoles, among many other things. A central reason was a global shortage of semiconductors, also known as microchips and integrated circuits, mainly due to the effects of the Corona crisis causing disruptions in the supply chain.
As we approach the end of 2023 and look towards a new year, Claus Vorm, Sr. Portfolio Manager and Deputy Head of Multi Assets at Nordea Asset Management considers what lies in store for Multi Assets markets.
As we enter 2024, the global food service industry — a $2.3 tn powerhouse projected to reach well above $ 5 tn by 2030 with a Compound Annual Growth Rate (CAGR) of 10.79% — stands at a crossroads.
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. While peak rates are at least likely to be close, further hikes certainly cannot be excluded. Only rate cuts are excluded for now.
We are optimistic and see a high level of structural growth potential in the following EM countries:
The listed real assets universe – an $8trn market – is uniquely positioned to lead and benefit from global sustainability initiatives.
Environmental and societal issues increasingly challenge cities. Sustainable infrastructure and real estate are essential in addressing them.
Following the total write-down of Credit Suisse’s AT1 bonds, both regulation and volatility are likely to increase in the high-yield sector. This is the assumption of Sandro Näf of Capital Four. Nevertheless, he is cautiously optimistic about the coming months.
Covered bonds offer many advantages, yet they seem sometimes to be the forgotten piece of the fixed income markets.
After years of seemingly unstoppable momentum behind ESG, the sustainable investment space witnessed heightened debate in 2022
Our world is changing, and the global economy is at an inflection point.
After nearly a decade of subdued inflation, the Covid-19 pandemic and geopolitical events have brought significant price pressures back to the world.
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