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Nyhetsvelgeren

Markedsrapport for siste måned

Med unntak av Oslo Børs har vi lagt nok en sterk måned i de globale aksjemarkedene bak oss. Risikoviljen blant investorer forblir høy, drevet av økende investeringslyst innen kunstig intelligens og en rekke solide kvartalsrapporter for tredje kvartal. I tillegg bidro både rentekutt i USA og Kina, samt enighet om handel og tariffer mellom verdens to største økonomier, til å styrke optimismen i markedet.

  - Skrevet av Sales Director Charles Myrvik

The challenges of a K-shaped economy and equity markets also create investment opportunities

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.

Technology, Politics and Equity Market Outlook

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.

The Rise of the Nation-State and Regional Allocations

A more fragmented and regional world challenges previous global investment paradigms – and increases the need for active and forward-looking capital allocation.

DeepSeek – A Sputnik Moment

Equity markets globally reacted abruptly on Monday, 27 January, due to the introduction of the DeepSeek language model.