Today, economic growth and equity market leadership are very narrow and rely on a few. This has created a more volatile and uncertain environment, but also opportunities for active investment management.
September ble nok en god måned for de fleste markeder selv om det finnes bekymringer rundt det amerikanske arbeidsmarkedet, avtagende vekst og geopolitisk risiko. Enn så lenge balanseres dette ut med pengepolitiske lettelser, store investeringer i KI og sterke selskapsrapporter.
- Skrevet av Sales Director Charles Myrvik
The transition from a unipolar to a multipolar world order – exemplified by simultaneous conflicts in Ukraine and the Middle East – underscores the strategic imperative of abundant energy and large manufacturing capacities.
Fra et investeringsstrategisk perspektiv udgør Kina en kombination af strukturel vækst, teknologiske fremskridt og et begyndende lederskab. Landet fremstår ikke blot som en vækstøkonomi, men som en teknologisk ”planøkonomi” med globale ambitioner.
The world currently seems rather unipolar with the US and President Trump setting the agenda. Investors are kept busy trying to distinguish noise from reality. This has shortened investors’ time horizon and created a more complex investment environment.
