I en situasjon der aksjemarkedene er priset på rekordnivåer og veksten fremover vil avta, vil økende volatilitet være en naturlig utvikling. Troen på en «myk landing» vil komme til å bli utfordret ved flere anledninger i månedene fremover. - Skrevet av makroanalytiker Svein Erik Førre
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?
Although we think it is too early to call off the risk of recession and predict a clear sky outlook, the current trends look surprisingly strong.
There are good reasons for excitement, but a grain of realism is needed not expecting AI to solve all world problems. We are following the AI revolution which will probably be more of an evolutionary process.
Equity investing is not just about managing risk but also understanding the dynamics of opportunity. Twelve months ago, an extreme peak in the monetary cycle coincided with a peak in asset markets.
