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Join our analysts for a markets-focused podcast. In it, we talk about macro economics, FX strategy, rates, central banks and other topics. Aimed at professional investors, but we do our best to keep it simple.
405718

Nordea Markets Insights EN Nordea Markets

    • Investering

Join our analysts for a markets-focused podcast. In it, we talk about macro economics, FX strategy, rates, central banks and other topics. Aimed at professional investors, but we do our best to keep it simple.
405718

    Ever heard about Industry 4.0?

    Ever heard about Industry 4.0?

    Industry 4.0 may sound like a software update, but it is a German-invented name for the next big industrial revolution, after steam power, electric power and programmable logic.

    It is also the topic for Nordea's latest report of Nordea On Your Mind. In this podcast, Johan Trocmé and Viktor Sonebäck talk about findings from their report, like how productivity growth has collapsed in the G7 economies in the past 10 years, and a new industrial paradigm will be needed to drive growth going forward.

    Internet connectivity is the big game changer, and we believe much of the new efficiency upside will come from business model innovation.



    Disclaimer:
    All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

    • 35 min
    Nordea On Your Mind: Coronavirus - Plan B

    Nordea On Your Mind: Coronavirus - Plan B

    Capital markets have rebounded from the COVID-19 shock, and consensus forecasts expect 2021 to be even better than the pre-pandemic 2019.

    Are corporates equipped to face a more challenging 2021 and 2022 if consensus forecasts are too optimistic, and is there a need for a contingency plan? It could take time to get back to normal, and the new normal could be different from the old one. Corporates should have a plan B to ensure they can cope with the journey there.

    In the latest episode of Nordea On Your Mind Johan Trocmé, director at Nordea Thematics, and Viktor Sonebäck, associate at Nordea Thematics, share the light upon this and much more.


    Disclaimer:
    All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

    • 22 min
    Finland: How to recover from the virus?

    Finland: How to recover from the virus?

    The coronavirus blew a large hole in the Finnish economy. While private consumption is returning to normal as Finland slowly reopens, challenges faced by exporters and manufacturers are expected to actually worsen in the fall when order books are cleared. Will Finland be able to continue on its V-shaped recovery path? Listen to the podcast with Tuuli Koivu, Nordea’s Chief Economist for Finland.

    Read more about Finland in the Nordea Economic Outlook: https://docs.nordeamarkets.com/nordea-economic-outlook/economic-outlook-2020/EO-en-02-2020/?page=22

    Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

    • 13 min
    Sweden: Living on hopes

    Sweden: Living on hopes

    Sweden has attracted international attention for its outlier coronavirus strategy, relying more on recommendations for people’s behaviour rather than a strict lockdown. So how has Sweden’s economy fared during the pandemic, and what’s the outlook going forward? Listen to the podcast with Nordea Chief Analyst Torbjörn Isaksson.

    Read more about Sweden in the Nordea Economic Outlook: https://docs.nordeamarkets.com/nordea-economic-outlook/economic-outlook-2020/EO-en-02-2020/?page=14

    Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

    • 13 min
    Norway’s recovery has begun

    Norway’s recovery has begun

    When the coronavirus hit, Norway’s economy was expected to take one of the biggest blows, suffering the double whammy of falling oil prices as well as the pandemic. In this Nordea Markets Insights podcast, Norway Chief Economist Kjetil Olsen explains why Norway’s recovery is turning out to be much stronger and faster than anyone expected a couple of months ago.
    Read more in the Economic Outlook: https://docs.nordeamarkets.com/nordea-economic-outlook/economic-outlook-2020/EO-en-02-2020/?page=20

    Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

    • 20 min
    Denmark: In a solid position for a fast recovery

    Denmark: In a solid position for a fast recovery

    Denmark was one of the first countries in Europe to announce a coronavirus lockdown in early March. It was also one of the first countries to reopen its economy. So how is the economic recovery progressing? In this Nordea Markets Insights podcast, Chief Analyst Jan Størup Nielsen presents the Danish economic outlook and explains why he’s been positively surprised when it comes to private consumption and the housing market.

    Read more in the latest Nordea Economic Outlook: https://docs.nordeamarkets.com/nordea-economic-outlook/economic-outlook-2020/EO-en-02-2020/?page=16#/

    Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

    • 15 min

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