Oversikt over den seneste tids markedsutvikling og makroforhold, i tillegg til våre over- og undervekter. Her omtales hovedsakelig aksje-, obligasjons- og pengemarkedene. Alternative investeringer, slik som eiendom og private equity, vil ikke bli omtalt systematisk i rapporten, men slike produkter bør også inngå i en langsiktig investeringsportefølje.
Hovedpunkter:
Oil prices have fallen back to levels seen before the outbreak of the Iran war, yet central banks ... Read the article now
The European Central Bank (ECB) is expected to raise interest rates in June for the first time ...
Global markets rallied to new highs in April despite continued geopolitical tensions and elevated ...
Geopolitical tensions and elevated oil prices are reshaping the global investment landscape. We are ...
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