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1 Fevereiro 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 Dezembro 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 Dezembro 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.
Neste sentido, e sem sombra de dúvidas, as duas megatendências para a próxima década e mais além são a transição climática e a digitalização. Ambas apresentam riscos e oportunidades de investimento significativos para os setores privado e público e geram novas alianças entre setores e geografias. As empresas que estão posicionadas na intersecção são particularmente interessantes, especificamente as que fornecem soluções e serviços eficientes em termos de recursos.
À medida que as obrigações empresariais europeias apresentam rendimentos que não eram observados há muitos anos, os investidores começam a olhar de novo para o mercado de crédito da região. Embora todos os segmentos da dívida empresarial europeia ofereçam níveis de rendimento atrativos em relação à última década ou mais, os investidores devem evitar a complacência face aos desafios contínuos.
We are optimistic and see a high level of structural growth potential in the following EM countries:
Os problemas ambientais e sociais desafiam cada vez mais as cidades. Os ativos sustentáveis de infraestrutura e imobiliário têm um papel essencial em solucioná-los e, por isso, são vitais na política climática de qualquer país.
If the world has any chance of slowing the excessive rate of global warming, urgent action must be undertaken to cut methane emissions. A powerful greenhouse gas, methane is estimated to be responsible for more than 25% of today’s global warming .
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.
Our planet is on track to surpass a 1.5° C temperature increase and investors are concerned.
Investors have encountered experienced several periods of severe market turbulence since the global financial crisis – most notably the European sovereign debt crisis, 2013’s ‘taper tantrum’, and the initial stages of the Covid-19 pandemic. Fortunately, the sharp drawdowns experienced proved on each occasion to be temporary, and the bull run for stocks and bonds ultimately resumed.
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