Shows
Talouden sykkeessäTuleeko huomenna pouta? – Nordea Marketsin kesäpodiKuluneen kevään tapahtumista ja alkaneen kesän tulevasta kehityksestä keskustelemassa ekonomistimme Jan von Gerich, Jade Halme, Tuuli Koivu ja Juho Kostiainen.
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...
2025-06-1719 min
NAM - Stay AlertNordea’s Podcast – Investing In The FutureFor professionals only
NAM talks
Disclaimer:
Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transa...
2024-08-0207 minNAM - Stay AlertNordea’s Podcast – Covered Bonds: knowing your financial fortressFor professionals only
NAM talks
Disclaimer:
Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transa...
2024-07-1905 min
Talouden sykkeessäHytinää vai hellettä – Nordea Marketsin kesäpodiMitä kevään talouskehityksestä jäi mieleen ja mitä yllätyksiä kesä voi tuoda tullessaan? Keskustelemassa Nordean Research-tiimi.
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 ha...
2024-06-1926 min
Nordea SparpeppSpara och ge. Samtidigt.Sedan många år arbetar vi i Nordea för att ge barn och unga förutsättningar att lära och utveckla kunskaper, som senare i livet gör det möjligt att förverkliga egna mål och drömmar.
Idag ska vi prata om ideellt fondsparande - både till dig själv men även till något större.
Sparpepp gästas av Kim Waller, generalsekreterare Prinsparets Stiftelse och Maria Rengefors, fondchef i Nordea.
Som vanligt blir det dagens begrepp med privatekonom Anders Stenkrona i slutet av avsnittet.
Prenumerera på Sparpepp i din podcastapp så får du automatiskt not...
2024-05-0818 min
Talouden sykkeessäNordea Marketsin kuuma kesäpodiMitä jäi mieleen keväästä ja mitkä ovat odotukset syksylle? Kuinka kuumina työmarkkinat ja inflaatio käyvät? Keskustelemassa Nordean tutkimustiimi.
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 t...
2023-06-2122 min
Nordea Corporate InsightsNordea On Your Mind: Never waste a good energy crisisAre you praying for greater wind speeds? Loading up with blankets ahead of the winter? Sky high electricity prices has made the European energy crisis something real and highly relevant for us all. In this Nordea On Your Mind podcast, Johan Trocme and Viktor Sonebäck talk you through what has caused the crisis, how the Nordic countries have been swept into Europe’s challenges, and how the crisis is making Europe massively step up its efforts as well as ambitions for a transition from fossil fuels to renewable energy.
Disclaimer:
All opinions and estimates in this podcast are, regardless of...
2022-11-0841 min
Nordea Corporate InsightsNordea On Your Mind: E-commerce after COVID - It ain’t over till it’s overRetail sales have been migrating online from stores for years. The pandemic gave a big boost to this migration, which has now eased off. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about what will come next, how the online share of retail sales could resume its structural growth trend, with demographics as a key driver.
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 on...
2022-09-0628 min
Nordea Corporate InsightsNordea On Your Mind: Basel IV - Dumbing down the banks’ risk modelsThe Basel IV global framework for bank regulation aims to harmonise how banks calculate their risk-weighted assets, but will lead to higher reserve capital requirements, particularly for lending to corporates. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about how this will affect corporate borrowers, and how they can prepare.
2022-05-2427 min
Nordea Corporate InsightsNordea On Your Mind: Project FinanceGlobal green energy transition was already urgent, and then came war in Ukraine, making it necessary for Europe to end its dependence on Russian energy imports. Massive investments will be needed, and in this Nordea On Your Mind podcast Johan Trocmé and Viktor Sonebäck talk about project finance – a potentially crucial tool to help fund the green transition.
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 gene...
2022-04-0517 min
Nordea Corporate InsightsNordea On Your Mind: Capex IV – Saving the worldLarge companies have since 2016 invested far less than they used to do historically. In this podcast, Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk about how the world’s nations have committed under the Paris agreement to investing in limiting global warming to save the planet, and how companies will need to invest massively both in becoming more sustainable and to pursue business opportunities from the global sustainable energy transition. ESG could become the catalyst that ends under-investment.
Disclaimer:
All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be vali...
2022-02-2223 min
SijoituspodiOdotuksissa hyvä osakevuosi | Nordea 12.1.2022Vuosi 2021 oli osakemarkkinoilla erinomainen. Mitä on odotettavissa tälle vuodelle? Jatkuuko Kiinan kiinteistösektorin kriisi? Vaikuttavatko Venäjän ja Turkin tilanteet sijoittamiseen? Pysähtyykö kurssinousu Yhdysvalloissa kiristyvään rahapolitiikkaan? Mm. näihin kysymyksiin vastauksen antavat Nordean sijoitusstrategit Antti Saari, Hertta Alava sekä Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta: www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista: www.nordea.fi/henkiloasiakkaat/p…vastuuvarauma.html
2022-01-1223 min
Nordea Corporate InsightsNordea On Your Mind highlights of 2021In a Christmas edition podcast, Johan Trocmé and Viktor Sonebäck look back at an eventful year, and re-visit the Nordea On Your Mind themes of the year. What do they have in common, and will 2022 see more COVID-related themes?
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 pu...
2021-12-2036 min
Nordea Corporate InsightsNordea chief economist: ‘Many things surprised us this year’From supply chain bottlenecks and long delivery times to labour shortages and inflation, 2021 brought its share of economic surprises. Many of the challenges will continue into 2022, says Nordea Group Chief Economist Helge Pedersen.
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...
2021-12-1619 min
Nordea Corporate InsightsNordea On Your Mind: The ideal ownersDoes ownership matter for corporate value creation? Having a major owner or not? What kind of owner, with what agenda?
In this podcast, Johan Trocmé, Viktor Sonebäck and Thea Koren talk about who owns Europe’s listed companies, and the striking differences in performance for different types of owners explored in the NOYM report ‘The ideal owners’.
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 prel...
2021-12-0930 min
SijoituspodiSijoituspodi - Jatkuuko kurssinousu? | Nordea 7.12.2021Osakemarkkinoilla on hermoiltu viime viikkoina koronaviruksen uutta omikron-muunnosta, inflaatiota ja Yhdysvaltain keskuspankin rahapolitiikan kiristymistä. Mitä tämä tarkoittaa sijoittajan kannalta? Vieläkö osakkeisiin kannattaa sijoittaa? Näiden kysymysten lisäksi strategimme pohtivat Kiinan, Turkin ja Venäjän osakemarkkinoiden nykytilaa ja näkymiä.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta: www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista: www.nordea.fi/henkiloasiakkaat/p…vastuuvarauma.html
2021-12-0724 min
SijoituspodiSijoituspodi - Tuloksista Lisävirtaa | Nordea 3.11.2021Pörssikurssit kääntyivät lokakuussa jälleen nousuun haastavan syyskuun jäljiltä, mutta erot osakemarkkinoiden välillä olivat merkittävät. Mikä tätä selittää? Vieläkö osakkeilta voi odottaa hyviä tuottoja jatkossa? Pitääkö sijoittajan huolestua rahapolitiikan kiristymisestä tai energiakriisistä? Mm. näihin kysymyksiin vastauksen antavat Nordean sijoitusstrategit Antti Saari, Hertta Alava sekä Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuu
2021-11-0329 min
SijoituspodiPuhtia riittää | Nordea 5.10.201Pörssin syyskuu oli haastava etenkin Helsingissä, mutta helppoa ei ollut muuallakaan. Mikä kursseja heiluttaa? Onko haasteita luvassa jatkossakin? Miltä loppuvuosi näyttää? Mm. näihin kysymyksiin vastauksen antavat Nordean sijoitusstrategit Antti Saari, Hertta Alava sekä Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
www.nordea.fi/henkiloasiakkaat/p…vastuuvarauma.html
2021-10-0525 min
Nordea Corporate InsightsNordea On Your Mind: Office SpaceSocial distancing during the pandemic has sharply reduced our mobility and led to new ways of working and consuming. Will we keep working more remotely going forward? Will we need offices? If so, what will they look like? Find out in this Nordea On Your Min podcast with Johan Trocmé, Viktor Sonebäck and Thea Koren.
2021-10-0520 min
NAM - Stay AlertNAM talks - Nordea's North American Stars Equity Strategy - For professional investors onlyFor professionals only
NAM talks
Disclaimer:
Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transa...
2021-09-2220 minNAM - Stay AlertNAM talks - Nordea's North American Stars Equity Strategy(ITA)- Solo per investitori professionaliSolo per investitori professionali
NAM talks - 22.09.2021
Guest speaker:
Joakim Ahlberg – Lead PM of Nordea’s North American Stars Equity Strategy
Philip Wrangberg – Senior ESG Analyst at Nordea Asset Management
Disclaimer:
Nordea Asset Management è il nome funzionale delle attività di asset management svolte dalle persone giuridiche, Nordea Investment Funds S.A. e Nordea Investment Management AB ("Entità Legali") e le loro filiali e succursali. Il presente podcast è materiale pubblicitario e ha lo scopo di fornire al lettore informazioni su specifiche capacità di Nordea. Il presente podcast (ed eventuali pareri o opinioni ivi contenute) non costituisce una consulenza d’investimento e non costituis...
2021-09-2220 minNAM - Stay AlertNAM talks - Nordea's North American Stars Equity Strategy (SPA)- Sólo para inversores profesionalesSólo para inversores profesionales
NAM talks - 22.09.2021
Guest speaker:
Joakim Ahlberg – Lead PM of Nordea’s North American Stars Equity Strategy
Philip Wrangberg – Senior ESG Analyst at Nordea Asset Management
Disclaimer:
Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a proporcionar información sobre las capacidades específicas de Nordea. El presente podcast (cualquier opinión u opiniones expresadas) no representa...
2021-09-2220 min
Nordea Corporate InsightsNordea On Your Mind: All you wanted to know but did not want to ask about cryptocurrenciesCryptocurrencies have seen their prices soar in the past 18 months and now have a total market cap above USD 2tn.
Johan Trocmé and Viktor Sonebäck explore what cryptos are, what they are used for, what has driven the bonanza and whether there is a use case for them as a means of payment.
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 in...
2021-09-0732 min
SijoituspodiPienemmällä vaihteella | Nordea 31.8.2021Pörssikurssit tekivät kesällä uusia huippuja edellisten jälkeen. Kannattaako enää sijoittaa vai pitäisikö odottaa? Mitä tapahtuu, kun kasvu hidastuu? Pitääkö Kiinan osakkeiden hurjista liikkeistä huolestua? Mm. näihin kysymyksiin vastauksen antavat Nordean sijoitusstrategit Antti Saari, Hertta Alava sekä Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
www.nordea.fi/henkiloasiakkaat/p…vastuuvarauma.html
2021-08-3115 min
SijoituspodiMiedompi myötätuuli jatkuu | Nordea 10.8.2021Pörssikurssien nousu koronakuopasta on jatkunut kovaa kyytiä. Voiko tämä enää jatkua? Miten miinuskorkoisista valtionlainoista saatiin 2 % tuotot heinäkuussa? Mitä ihmettä kehittyvillä markkinoilla tapahtuu? Mm. näihin kysymyksiin vastauksen antavat Nordean sijoitusstrategit Antti Saari, Hertta Alava sekä Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
www.nordea.fi/henkiloasiakkaat/p…vastuuvarauma.html
2021-08-1019 min
SijoituspodiMiedompaa myötätuulta | Nordea 30.6.2021Osakemarkkinoiden tuotot tänä vuonna ovat olleet erinomaisia. Vieläkö osakkeiden voittokulku jatkuu? Pitääkö sijoittajan huolestua rahapolitiikan muuttuvista tuulista?
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2021-06-3018 min
Nordea Markets Insights SwedenNordea On Your Mind: ESG - Showing you are sustainable and reaping the rewards*This podcast episode is in English*
In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Kajsa Andersson discuss what has driven the hype for sustainability, why it is here to stay, and how their analysis clearly shows that it pays off through superior financial performance. They also make sense of ESG ratings, which are the natural tool for measuring a company’s sustainability, but a rapidly evolving area with many providers with different approaches.
See connected article from Nordea On Your Mind here: https://insights.nordea.com/en/sustainability/esg-reaping-the-rewards/
Disclaimer:
All opinions and estimates in this...
2021-06-2921 min
Nordea Corporate InsightsNordea On Your Mind: ESG Ratings - Welcome To The JungleHow do you determine if a company is good at sustainability? ESG ratings vary greatly among providers, who are all measuring different things with different approaches. In this Nordea On Your Mind podcast, Viktor Sonebäck and Johan Trocmé talk to Nordea’s Anaïs Gilbert about how corporates should navigate this immature and rapidly evolving field.
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 preli...
2021-06-2935 min
Nordea Corporate InsightsNordea On Your Mind: ESG - Showing you are sustainable and reaping the rewardsIn this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Kajsa Andersson discuss what has driven the hype for sustainability, why it is here to stay, and how their analysis clearly shows that it pays off through superior financial performance. They also make sense of ESG ratings, which are the natural tool for measuring a company’s sustainability, but a rapidly evolving area with many providers with different approaches.
See connected article from Nordea On Your Mind here: https://insights.nordea.com/en/sustainability/esg-reaping-the-rewards/
Disclaimer:
All opinions and estimates in this podcast are, regardless of source, give...
2021-06-0921 min
SijoituspodiKasvukipuja | Nordea 1.6.2021Pörssikurssien nousu on rauhoittunut keväällä hetkeksi. Mitä seuraavaksi tapahtuu? Pilaako inflaatio kurssijuhlat? Entäs keskuspankit? Mihin sijoittajan kannattaa tänä kesänä varautua?
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2021-06-0121 min
Nordea Corporate InsightsNordea Economic Outlook: Unrestricted GrowthWhen will global economic activity be back to normal? Is rising inflation, particularly in the US, a cause for concern? What about ballooning government debt? And what can we expect from the red-hot housing markets? Find out all this and more in this podcast interview with Nordea Group Chief Economist Helge J. Pedersen on the latest Nordea Economic Outlook: Unrestricted Growth.
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...
2021-05-1824 min
Nordea Corporate InsightsNordea On Your Mind: Basel IV – A game changer for bank lending to corporatesDid you think you would find drama in a podcast on bank regulations? Think again. Johan Trocmé, Viktor Sonebäck and Kajsa Andersson from Nordea Thematics talk about what Basel IV is, why the Basel Committee for Banking Supervision is involved in regulations to begin with, and what they are hoping to achieve with this finalisation of Basel III.
Most importantly, they explore what this will mean for corporate borrowers, based on findings in their recent NOYM report.
Disclaimer:
All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of...
2021-05-0530 min
Nordea Corporate InsightsNordea On Your Mind: Capital structure in the real worldIn this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk to Henrik Immelborn who runs Debt Solutions and Loans in Denmark at Nordea Investment Banking.
They discuss how Nordic large corporates fund themselves today versus 20 years ago, how they coped with the shock from the COVID-19 pandemic in 2020, and how market imperfections create a need for advice on funding and rating strategies.
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 ch...
2021-04-0621 min
SijoituspodiElpyminen etenee | Nordea 31.3.2021Koronapohjan vuosipäivää juhlittiin maaliskuussa. Miltä maailma näyttää tämän jälkeen? Mitä ihmettä kehittyvillä markkinoilla tapahtuu? Onko USA:n hallinnon investointipaketti lopulta hyvä vai huono asia? Laittaako inflaatio sijoittajien päät pyörälleen?
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2021-03-3118 min
Nordea Corporate InsightsNordea On Your Mind: The hunt for the right leverageDoes capital structure matter for a company’s value? In this podcast, Johan Trocmé, Viktor Sonebäck and Johanna Rådemar from Nordea Thematics have fun trying to disprove nobel prize-winning economic theory. Their analysis in the Nordea On Your Mind report titled ‘The hunt for the right leverage’ suggests leverage has a big influence on both valuation and long-term share price performance.
2021-03-2423 min
Nordea Pulse DK04.03 - Nordea anbefaler aktieovervægt på trods af den seneste tids korrektionerDe seneste uger har vi set en korrektion på aktiemarkedet og fremadrettet skal vi måske til at vænne os til negative dage, uger eller måske endda måneder. Alligevel anbefaler Nordea investorerne at fastholde en aktieovervægt. Lyt med når seniorstrateg Simon Kristiansen dykker ned i årsagerne bag de seneste ugers kursudsving og forklarer, hvorfor Nordea fortsat tror på den opadgående trend for aktier.
2021-03-0529 min
PengePulsenNordea anbefaler aktieovervægt på trods af den seneste tids korrektionerDe seneste uger har vi set en korrektion på aktiemarkedet og fremadrettet skal vi måske til at vænne os til negative dage, uger eller måske endda måneder. Alligevel anbefaler Nordea investorerne at fastholde en aktieovervægt. Lyt med når seniorstrateg Simon Kristiansen dykker ned i årsagerne bag de seneste ugers kursudsving og forklarer, hvorfor Nordea fortsat tror på den opadgående trend for aktier.
2021-03-0529 min
SijoituspodiKasvua kohti | Nordea 3.3.2021Pörssikurssit ovat jälleen heiluneet kuun loppua kohden tällä kertaa korkohuolten siivittäminä. Kääntääkö korkokarhu kurssit laskuun vai sekoittavatko markkinat kuorsauksen karjuntaan? Voivatko osakkeet tuottaa enää näiltä arvostustasoilta?
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2021-03-0320 min
Nordea Markets Insights SwedenNordea On Your Mind: E-commerce and Corona-- This episode is in English --
Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk with Adam Schatz, CEO of DIY and Home Furnishing e-tailer BHG Group, about the explosion in online shopping triggered by the COVID-19 pandemic. Will changes in consumer behaviour be permanent, and how do online and bricks-and-mortar retailers need to respond? What will be needed to succeed?
You find more episodes from Nordea On Your Mind on the podcast, Nordea Markets Insights Global.
Disclaimer:
All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as...
2021-02-1841 min
Nordea Markets Insights DKNordea On Your Mind: E-commerce and Corona-- This episode is in English --
Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk with Adam Schatz, CEO of DIY and Home Furnishing e-tailer BHG Group, about the explosion in online shopping triggered by the COVID-19 pandemic. Will changes in consumer behaviour be permanent, and how do online and bricks-and-mortar retailers need to respond? What will be needed to succeed?
You find more episodes from Nordea On Your Mind on the podcast, Nordea Markets Insights Global.
Disclaimer:
All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as...
2021-02-1841 min
Nordea Corporate InsightsNordea On Your Mind: E-commerce and CoronaJohan Trocmé and Viktor Sonebäck from Nordea Thematics talk with Adam Schatz, CEO of DIY and Home Furnishing e-tailer BHG Group, about the explosion in online shopping triggered by the COVID-19 pandemic. Will changes in consumer behaviour be permanent, and how do online and bricks-and-mortar retailers need to respond? What will be needed to succeed?
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 in...
2021-02-1641 min
SijoituspodiHiljaa hyvä tulee | Nordea 2.2.2021Pörssikurssit ovat nousseet kovaa kyytiä koronakriisin pohjilta. Miten mennään tästä eteenpäin? Voivatko kurssit vielä nousta? Pitääkö sijoittajan huolestua keskustelupalstoilla aktivoituneiden sijoittajien tekemisistä? Mm. näihin kysymyksiin vastauksen antavat Nordean sijoitusstrategit Antti Saari, Hertta Alava sekä Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2021-02-0420 min
SijoituspodiMyönteisissä tunnelmissa uuteen vuoteen | Nordea 7.1.2021Sijoitusvuosi 2020 jää historiankirjoihin melkoisena vuoristoratana ja tuottojen näkökulmasta hieman tavanomaista parempana. Mitä tälle vuodelle on luvassa? Jatkuuko maaliskuussa alkanut kurssijuhla?
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2021-01-0719 min
Talouden sykkeessäNordea Marketsin joulupodcast 2020Vuosi 2020 oli erityisen mieleenpainuva ja Nordea Marketsin joulupodcastissa vuosi pannaan pakettiin sekä siirretään katse jo ensi vuoteenkin. Äänessä koko Nordean tutkimus.
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 t...
2020-12-1626 min
Nordea Corporate InsightsNordea On Your Mind: A holiday recap - Best of ‘Nordea On Your Mind’ 20202020 has been a turbulent year, fundamentally defined by the COVID-19 pandemic.
Viktor Sonebäck and Johan Trocmé reflect back on the Nordea On Your Mind topics covered during the year, evolving from navigating the initial shock to the economy, to the sometimes drastic changes in consumer behaviour brought by the pandemic, and how these could turn out to be permanent. The new normal will be different from the old normal.
2020-12-1536 min
Nordea SparpeppInvestera i bolag som gör skillnadNordea är en aktiv ägare och vår policy är att engagera oss och föra dialog med de företag vi placerar i.
Vad är bästa strategin för att sätta press på bolag som behöver ställa om till att bli mer hållbara och hur kan du påverka med dina investeringar?
Sparpepp gästas av Eva Palmborg, ansvarig för hållbara investeringar i Nordea och Katarina Hammar, chef inom ansvarsfulla investeringar och ansvarig för aktivt ägande i Nordea Asset Management.
Läs mer om Nordeas engagemang:
https://www.nordea.com/sv/press-och-nyheter/nyh...
2020-12-0727 min
SijoituspodiPidä kurssi | Nordea 6.11.2020Sijoitusmarkkinoiden lokakuu sai mollivoittoisen päätöksen, kun koronan toinen aalto sekä Yhdysvaltain presidentinvaalit hermostuttivat markkinoita. Näiden huolten pitäisi kuitenkin helpottaa vähitellen ja sijoitusmarkkinoilla palataan toivottavasti jälleen perustekijöiden ääreen. Maailmantalouden ja yritysten tulosten osalta elpyminen on käynnissä, joten suosittelemme osakkeille edelleen ylipainoa sijoitussalkussa.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta: https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2020-11-0618 min
Nordea Pulse DK05.11 - Uro på flere fronter, men Nordea fastholder en aktieovervægtDet amerikanske valg er i skrivende stund endnu ikke afgjort, og verden er ramt af en 2. bølge af corona. Usikkerheden synes høj, men alligevel fastholder Nordea en aktieovervægt i strategien for november. Seniorstrateg Simon Kristiansen giver sit syn på præsidentvalgets indflydelse på markedet og forklarer, hvorfor han og kollegerne på trods af uro på flere fronter fortsat anbefaler investorerne at købe aktier.
2020-11-0521 min
PengePulsenUro på flere fronter, men Nordea fastholder en aktieovervægtDet amerikanske valg er i skrivende stund endnu ikke afgjort, og verden er ramt af en 2. bølge af corona. Usikkerheden synes høj, men alligevel fastholder Nordea en aktieovervægt i strategien for november. Seniorstrateg Simon Kristiansen giver sit syn på præsidentvalgets indflydelse på markedet og forklarer, hvorfor han og kollegerne på trods af uro på flere fronter fortsat anbefaler investorerne at købe aktier.
2020-11-0521 min
NAM - Stay AlertMorning Espresso with Michael and Cecilia – 28.10.2020 (ITA) - Solo per investitori professionaliSolo per investitori professionali
Morning Espresso – 28.10.2020
Guest Speakers:
Michaela Zhirova - Head of Research of Nordea’s Global Climate and Environment Strategy
Michael Maldener - Managing Director & Conducting Officer at Nordea Investment Funds S.A.
Cecilia Siegbahn - Regulatory Expert at Nordea Investment Funds S.A.
Topic: EU ESG regulations – MiFID II changes and its impact on selling in the future
Disclaimer:
I comparti citati fanno parte di Nordea 1, SICAV, una società di investimento a capitale variabile (Société d'Investissement à Capital Variable) con sede in Lussemburgo, costituita validamente ed in esistenza in conformità alle leggi in vigore in Lussemburgo e alla dirett...
2020-10-2838 min
Nordea Corporate InsightsNordea On Your Mind: 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 co...
2020-10-1635 min
SijoituspodiKohinan läpi | Nordea 6.10.2020Poliittiset epävarmuudet kohisuttavat markkinoita lähikuukausina. Miten sijoittajan kannattaa toimia Brexitin tai Yhdysvaltain vaalien suhteen? Tätä pohtivat lokakuun Sijoituspodissa Nordean sijoitusstrategit Antti Saari, Hertta Alava ja Ville Korhonen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2020-10-0619 min
Nordea Pulse DK05.10 - Nordea fastholder en aktieovervægt på trods af turbulente tiderVerden står fortsat midt i en pandemi, et præsidentvalg i USA venter forude, Trump er ramt af corona og et Brexit uden en handelsaftale er ikke utænkeligt. Alligevel anbefaler Nordea investorerne at have en lille overvægt af aktier i deres portefølje. Chefstrateg Andreas Østerheden tager os igennem de mange politiske begivenheder, der i øjeblikket får investorerne til at holde vejret, og forklarer, hvorfor Nordea anbefaler kunderne at se gennem uroen.
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Om denne kommentar: Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele mater...
2020-10-0526 min
PengePulsenNordea fastholder en aktieovervægt på trods af turbulente tiderVerden står fortsat midt i en pandemi, et præsidentvalg i USA venter forude, Trump er ramt af corona og et Brexit uden en handelsaftale er ikke utænkeligt. Alligevel anbefaler Nordea investorerne at have en lille overvægt af aktier i deres portefølje. Chefstrateg Andreas Østerheden tager os igennem de mange politiske begivenheder, der i øjeblikket får investorerne til at holde vejret. ---- Om denne kommentar: Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er i...
2020-10-0526 min
Nordea Corporate InsightsNordea On Your Mind: Coronavirus - Plan BCapital 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 Th...
2020-09-1622 min
Nordea Pulse DKNordea ændrer strategi og anbefaler overvægt af aktierSeniorstrateg Simon Kristiansen tager os igennem Nordeas strategi. Hør Simons forklaring på, hvorfor han og kollegerne nu anbefaler investorerne at have en overvægt af aktier i porteføljen - på trods af stadig mørke skyer over den globale økonomi.
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Om denne kommentar: Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er ikke tilladt ifølge gældende lov om ophavsret.
2020-08-3118 min
PengePulsenNordea ændrer strategi og anbefaler overvægt af aktierSeniorstrateg Simon Kristiansen tager os igennem Nordeas strategi. Hør Simons forklaring på, hvorfor han og kollegerne nu anbefaler investorerne at have en overvægt af aktier i porteføljen - på trods af stadig mørke skyer over den globale økonomi. ---- Om denne kommentar: Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er ikke tilladt ifølge gældende lov om ophavsret.
2020-08-3118 min
Nordea Corporate InsightsNordea on Your Mind: Oil - Black gold or black hole?The oil industry has suffered three big shocks only in the past twelve years. It has been turned completely upside down in 2020, with a price war in March quickly abandoned as the COVID-19 pandemic caused an unprecedented demand collapse.
Johan Trocmé, Viktor Sonebäck and Shirin Haddad talk about their latest Nordea On Your Mind report ‘Oil: black gold or black hole’, where they explore how the industry should deal with likely persistent oil price volatility, peak oil demand within six years as renewable energy keeps growing, and the need to have a sustainable business, also in oil.
All opinions and es...
2020-06-1318 min
Nordea Corporate InsightsNordea On Your Mind: It is what it isHow do corporate borrowers benefit from having a credit rating? When is it worth the effort and expense?
Viktor Sonebäck and Johan Trocmé talk about findings from their new Nordea On Your Mind report ‘The case for a credit rating’, describing what credit ratings are and what they are not, and how we can quantify when they actually pay for themselves, in addition to giving borrowers access to more and longer-dated funding.
2020-05-0728 min
SijoituspodiTasapainoilua ääripäiden välillä | Nordea 5.5.2020Osakemarkkinat nousivat huimasti huhtikuussa. Keväällä markkinoilla edetään ennennäkemättömän voimakkaan elvytyksen ja toisaalta historiallisen heikkojen talouslukujen keskellä tasapainoillen.
Löydät kaikki Nordean sijoittajavideot, -podcastit ja uutiskirjeet osoitteesta:
https://www.nordea.fi/inspiraatiotasijoittamiseen
Nordean sijoittajawebinaareihin voit ilmoittautua osoitteessa: nordea.fi/webinaarit. Samalta sivulta löydät tallenteena myös kaikki menneet sijoittajawebinaarit.
Tärkeää tietoa markkinajulkaisuista:
https://www.nordea.fi/henkiloasiakkaat/palvelumme/saastaminen-sijoittaminen/uutiskirjeiden-ja-videoiden-vastuuvarauma.html
2020-05-0520 min
Nordea Markets Insights SwedenNordea On Your Mind: It is what it isHow do corporate borrowers benefit from having a credit rating? When is it worth the effort and expense?
Viktor Sonebäck and Johan Trocmé talk about findings from their new Nordea On Your Mind report ‘The case for a credit rating’, describing what credit ratings are and what they are not, and how we can quantify when they actually pay for themselves, in addition to giving borrowers access to more and longer-dated funding.
2020-04-2328 min
Nordea Corporate InsightsNordea On Your Mind: Coronavirus - Are able to cope with more than just a short disruption?Containment measures to prevent or slow the further spread of COVID-19, like travel restrictions and quarantines, are hurting economic activity. Corporates will feel a negative impact on cash flow from supply shortages or from lost revenues as people are unable to go to work to produce goods, or to consume. We argue it is crucial to have financial contingency plans with funding to be able to weather disruption to supply chains, also if it lasts longer than a few weeks or months. And companies need to be proactive and secure it before any turmoil reduces availability or raises costs.
Disclaimer:
...
2020-03-0619 min
Nordea Corporate InsightsNordea On Your Mind: Is less really more when it comes to investing?Why are Nordic large corporates investing so much less than they have done historically, in relation to the macro outlook and their sales? Will they eventually have to start investing again to catch up, or has something in the economy changed, so they don’t need to invest as much anymore? What do they do with their money instead of investing. And – should they invest, or would their share prices suffer if they do? Find out in this podcast with Johan Trocmé and Viktor Sonebäck on the Nordea On Your Mind report “Capex III: Less is more?”.
Disclaimer:
All opinions a...
2020-01-3020 min
Nordea Corporate InsightsNordea On Your Mind: To pay or not to pay - that's the questions for many companiesShould companies pay out funds to shareholders, or invest all cash generated in the business? And can companies actually get rewarded with a greater value for the business from making big payouts? Find out in this podcast about the Nordea On Your Mind report “How to pay it out”.
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 cons...
2019-11-2124 min
Nordea Pulse DK05/11 - Nordea overvægter aktierHør seniorstrateg Andreas Østerhedens forklare, hvorfor Nordea i sidste uge valgte at opjustere aktieallokeringen til overvægt. Tegn på stabilisering i økonomien, lavere risiko for eskalering af striden mellem USA og Kina og stadig lempelige signaler fra centralbankerne er nogle af årsagerne.
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Om denne kommentar: Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er ikke tilladt ifølge gældende lov om ophavsret.
2019-11-0519 min
PengePulsenNordea overvægter aktierHør seniorstrateg Andreas Østerhedens forklare årsagerne til, at Nordea i sidste uge valgte at opjustere aktieallokeringen til overvægt: Tegn på stabilisering i økonomien, lavere risiko for eskalering af striden mellem USA og Kina og stadig lempelige signaler fra centralbankerne. -------- Om denne kommentar: Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er ikke tilladt ifølge gældende lov om ophavsret.
2019-11-0519 min
Nordea Corporate InsightsNordea On Your Mind: Hard to understand millennials?Sorry, but you need to. They are a big generation, representing one-third of the Nordic population aged 24-74. You will not be able to ignore them if you sell goods or services to consumers, or if you are recruiting talent to your organisation.
Find out what they want, what they need, and what makes them tick in this podcast on our Nordea On Your Mind report “Managing millennials”.
2019-06-2816 min
Nordea Corporate InsightsNordea On Your Mind: What does the future have in store for e-commerce?Are you shopping on the internet? Thinking about it? You are not alone. The online share of retail sales in the Nordics has doubled since 2011, and is at 10% similar to that in the US and well above the average in Europe. Within 10 years it could be 30%. Nordea Research COO Anne Schult Ulriksen talks to Johan Trocmé, Viktor Sonebäck and Philip Wrangberg from the Thematics team about their Nordea On Your Mind report “E-commerce: The show must go on”, which explores the drivers and potential for further growth in online retail in the Nordics, and what this could mean for digita...
2019-05-2319 min
Nordea Corporate InsightsNordea On Your Mind: M&A - Buying high or lowMergers and acquisitions activity is on the rise again globally and the ripples are washing through the Nordics. M&A in the Nordics arena has averaged EUR 55bn per annum since 2005 and the 2007 peak of EUR 87bn is once again in sight. Johan Trocmé and Viktor Sonebäck explore the findings from their latest Nordea On Your Mind report “M&A: Buying high or low” with Nordea Markets Chief Editor Martin O’Rourke. The talk covers how the Nordic market for M&A has developed since 2005, who the players buying and selling companies are, how valuations and bid premia vary over tim...
2019-04-3024 min
Nordea Corporate InsightsNordea On Your Mind: Stormy Waters - make sure your safety measures are up to standardCorporate funding has changed significantly in the last seven years, but your options could narrow if markets take a turn for the worse. In this podcast Johan Trocme and Viktor Sonebäck from Thematics in Nordea Research go head-to-head with Nordea Markets chief editor Martin O’Rourke about these matters. Spoiler alert: Financial life jackets will be handed out.
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 gen...
2019-03-2724 min
Nordea Corporate InsightsNordea On Your Mind: All you never knew you wanted to know about artificial intelligenceSeeing and hearing a lot about AI in the news? Wonder where all the hype is coming from? Have you ever worried about an AI becoming super-intelligent, taking over the world and having no use for humans? Or at least about AI replacing human jobs? Or are you a business leader, fearing that your company will become uncompetitive if it does not start using AI tools? In this podcast, Nordea Markets Chief Editor Martin O’Rourke talks to Johan Trocmé and Hemming Svensson from Thematics in Nordea Research, about these topics, which are covered in their Nordea On Your Mind rep...
2019-03-0744 min
Nordea Markets Insights DKNordea On Your Mind: All you never knew you wanted to know about artificial intelligenceSeeing and hearing a lot about AI in the news? Wonder where all the hype is coming from? Have you ever worried about an AI becoming super-intelligent, taking over the world and having no use for humans? Or at least about AI replacing human jobs? Or are you a business leader, fearing that your company will become uncompetitive if it does not start using AI tools? In this podcast, Nordea Markets Chief Editor Martin O’Rourke talks to Johan Trocmé and Hemming Svensson from Thematics in Nordea Research, about these topics, which are covered in their Nordea On Your Mind rep...
2019-03-0744 min
Nordea Private Banking InternationalTrade war, European stocks & Energy sector [Weekly wrap, 25/06/18]25 June 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-06-2509 min
Nordea Private Banking InternationalCentral Banks, EM currencies & trade tensions [Weekly wrap, 18/06/18]18 June 2018 - Weekly wrap with Ole Morten, Head of Investment Advice at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority...
2018-06-1812 min
Nordea Private Banking InternationalGeopolitics, Financials & Emerging markets [Weekly wrap, 11/06/18]11 June 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-06-1109 min
Nordea Cash Management FinlandNordea Connect - Nettikauppiaan pelastusNordea Connect - Nettikauppiaan pelastus by Nordea Cash Management Finland
2018-06-0606 min
Nordea Private Banking InternationalTrade war, Rome & US stocks [Weekly wrap, 04/06/18]4 Juin 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-06-0407 min
Nordea Private Banking InternationalNorth Korea, Italy & Turkey [Weekly wrap,28/05/18]28 May 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-05-2808 min
Nordea Private Banking InternationalItaly, emerging markets & U.S. inflation [Weekly wrap, 14/05/18]14 May 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-05-1406 min
Nordea Private Banking InternationalFED meeting, Yields & Equities, Consumer staples sector [Weekly wrap, 07/05/18]7 May 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-05-0707 min
Nordea Private Banking InternationalGlobal growth, Energy sector & Geopolitics [Weekly wrap, 230418]24 April 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-04-2307 min
Nordea Private Banking InternationalGeopolitics, protectionism & equities [Weekly wrap, 16/04/18]16 April 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-04-1607 min
Nordea Private Banking InternationalProtectionism, Federal Reserve & Technology [Weekly wrap, 26/03/18]26 March 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-03-2607 min
Nordea Private Banking InternationalRussian election, Financials & U.S. politics [Weekly wrap, 19/03/18]19 March 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-03-1906 min
Nordea Private Banking InternationalProtectionism, U.S Job market & North Korea [Weekly Wrap, 12/03/18]12 March 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-03-1206 min
Nordea Private Banking InternationalSPD votes, Italian election & U.S. protectionism [Weekly Wrap, 05/03/18]5 March 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-03-0506 min
Nordea Private Banking InternationalPowell at the FED, Rising yields & Italian election [Weekly wrap, 260218]26 February 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-02-2607 min
Nordea Private Banking InternationalEquity rally, Contained risks and emerging markets [Weekly wrap, 20/02/18]20 February 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-02-2007 min
Nordea Private Banking InternationalMarkets sell-off & new German coalition [Weekly wrap, 12/02/18]12 February 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-02-1206 min
Nordea Private Banking InternationalYields, Corporate earnings & uncertainty around healthcare [Weekly wrap, 05/02/18]05 February 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-02-0506 min
Nordea Private Banking InternationalDollar, Italy risk & threat of protectionism [Weekly wrap, 29/01/18]29 January 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-01-2908 min
Nordea Private Banking InternationalWashington shutdown, China growth & progress in France [Weekly Wrap, 22/01/18]22 January 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-01-2207 min
Nordea Private Banking InternationalU.S. yields, ECB & German coalition breakthrough [Weekly Wrap, 15/01/18]15 January 2018 - Weekly wrap with Nicholas Flaherty, Investment Strategist at Nordea Bank S.A.
Disclaimer
This audio recording has been prepared and is approved for purposes of section 21 of the UK Financial Services and Markets Act 2000 by Nordea Bank S.A. (with registered address at 562, rue de Neudorf, L-2220 Luxembourg), which is a company registered with the Luxembourg register of commerce and companies under the number R.C.S. B14.157, and subject to the supervision of the Luxembourg Commission de Surveillance du Secteur financier (www.cssf.lu) and to the limited regulation of the UK Financial Conduct Authority (www.fca...
2018-01-1508 min
Talouden sykkeessäTiedätkö mikä on Nordea Crowdfunding – palvelu?Nordea avasi ensimmäisenä pankkina Suomessa osakepohjaisen joukkorahoituspalvelun. Nordea Crowdfunding on verkossa toimiva rahoitusta hakevan yrityksen ja sijoittajan kohtaamispaikka. Yritykselle se tarjoaa joustavan ja kevytrakenteisen rahoitusmallin ja sijoittajalle mahdollisuuden päästä mukaan kiinnostaviin suomalaisiin kasvutarinoihin. Sebastian Wikström ja Vesa Riihimäki kertovat palvelusta podcastissa.
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...
2016-11-2911 min
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Nordea påtager sig intet ansvar for eventuelle dispositioner foretaget på baggrund af materialet. Mekanisk, fotografisk eller anden gengivelse af hele materialet eller dele heraf er ikke tilladt ifølge gældende lov om ophavsret.
2016-10-2511 min
Nordea Pulse DKNordea: Overvægt Aktier I PorteføljenUdsigterne for den globale vækst er blevet lysere, og derfor anbefaler Nordea nu sine kunder at fylde flere aktier i porteføljen. Hør Nordeas chefstrateg Bjarne Breinholt Thomsen fortælle, hvad der er sket i verden, siden optimismen er blevet større, og hvor stort et afkast, man som investor kan forvente at få på sine aktier de kommende 12 måneder.
2016-09-0512 min
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www.nordea.fi/crowdfunding
Twitter @NordeaCF
2016-05-2506 min
Nordea Corporate InsightsBrexit: "Overwhelmingly negative" for the Nordics. Discussion with Nordea's Jan Størup NielsenIf Britain chooses to leave the EU at the June 23rd referendum, financial market risk appetite will likely wane, causing share price declines and a safe-haven flight to bond markets. For the Nordic region this could trigger higher volatility and a potentially large capital inflow, in addition to direct and indirect impact to trade relationships.
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...
2016-05-1914 min
Talouden sykkeessäTervetuloa kuuntelemaan Nordea Marketsin podcasteja!Tervetuloa Nordea Marketsin podcastien pariin. Lähetysten pääpuhujat esittäytyvät.
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Nordea Markets Insights SwedenÄr finansiell stabilitet en förutsättning för grön ekonomi? Annika Winsth Chefsekonom NordeaGrön ekonomi var på allas läppar innan finanskrisen inleddes 2008. Då dog i princip frågan. Är finansiell stabilitet i själva verket en förutsättning för grön ekonomi? Eller kan man skapa tillväxt med satsningar på grön ekonomi? Annika Winsth, Chefsekonom på Nordea, menar att vi inte har råd att inte tänka grönt. Följ med i dagens podd och ta reda på om man ska satsa på grön BNP och om det finns förebilder att inspireras av.
Besök oss gärna på nordea.se/markets för mer information eller nex...
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