August var preget av betydelig volatilitet i globale finansmarkeder, hovedsakelig på grunn av noe svakere enn forventede arbeidsmarkedstall i USA. Frykten for resesjon vendte tilbake og ledet til nedgang i globale renter og kraftige aksjemarkedsfall den første uken av august. Panikken gikk imidlertid raskt over og markedsfallet ble reversert da andre makrotall viste stabil vekst i detaljhandelen.- Skrevet av makroanalytiker Svein Erik Førre

Avoiding the worst days is appealing – however, catching the good days in the stock market is crucial, and they often tend to follow close behind the worst days.

We emphasise the sustainability of earnings growth over the magnitude of earnings growth. Consumer Staples companies are increasingly challenged as they face cost inflation and increased sustainability costs.

2024 is the biggest election year the world has ever experienced, with about half of the world population voting. Why is this important to longer-term investors?

Bo Knudsen, CEO and Portfolio Manager, provides a mid-year update on the investment year 2024. Among other things, he discusses why politics plays a crucial role in the 2020s.