Shows
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
Nordea Markets Insights FIHytinää 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
Analizando Fondos - Astralis Podcast44. Repaso de todos los fondos del podcast en 2023Empezamos el año 2024 haciendo un repaso a todos los fondos de inversión que pudimos escuchar en este podcast.
En este capítulo, Daniel Pérez, habla sobre los resultados de cada fondo en el año y da su opinión sobre ellos.
CAPÍTULOS
Renta Variable:
- 01:02 | Allianz Artificial Intelligence (episodios 1 y 2)
- 02:50 | Lonvia Capital (episodios 9 y 10)
- 04:50 | Bellevue Medtech & services (episodios 17 y 18)
- 07:04 | Seilern Wolrd Growth (episodios 19 y 20)
- 08:27 | Indepéndance Europe Small (episodios 23 y 24)
- 10:35 | Nordea Global Stable Equity (episodios 26 y 27)
- 12:22 | Pacific North of South Em All Cap Equity (episodios 28 y 29)
- 14:26 | Renta4 Megatendencias Medioamb...2024-01-1944 minAnalizando Fondos - Astralis Podcast44. Repaso de todos los fondos del podcast en 2023Empezamos el año 2024 haciendo un repaso a todos los fondos de inversión que pudimos escuchar en este podcast.
En este capítulo, Daniel Pérez, habla sobre los resultados de cada fondo en el año y da su opinión sobre ellos.
CAPÍTULOS
Renta Variable:
- 01:02 | Allianz Artificial Intelligence (episodios 1 y 2)
- 02:50 | Lonvia Capital (episodios 9 y 10)
- 04:50 | Bellevue Medtech & services (episodios 17 y 18)
- 07:04 | Seilern Wolrd Growth (episodios 19 y 20)
- 08:27 | Indepéndance Europe Small (episodios 23 y 24)
- 10:35 | Nordea Global Stable Equity (episodios 26 y 27)
- 12:22 | Pacific North of South Em All Cap Equity (episodios 28 y 29)
- 14:26 | Renta4 Megatendencias Medioamb...2024-01-1944 minNAM - Stay AlertTariffs war is on some thoughts on fixed income marketsFor professionals only
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 transaction or to par...2023-11-1530 min
NAM - Stay AlertNAM Talks - Driving Change To Reap ReturnsFor 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...2023-09-2024 minAnalizando Fondos - Astralis Podcast27. Tesis de inversión y posicionamiento del fondo Nordea Global Stable EquityEn esta segunda parte, vamos a conocer en profundidad la actual estructura de la cartera del fondo, y las compañías que mejor representan la filosofía del mismo.
Para ello, volvemos a traer a Javier de Moragas, responsable del equipo de ventas en Nordea AM.
ISIN: LU0112467450
Suscríbete a nuestra newsletter - https://astralisim.substack.com
Descubre Astralis Funds Academy, una página dedicada a la Formación y Análisis sobre Fondos de Inversión - https://astralisfundsacademy.com/
Si quieres recibir el asesoramiento de nuestro equipo, no dudes en contactarnos en ► https://astralisim.com
CANAL DE YOUTUBE: h...2023-07-2135 minAnalizando Fondos - Astralis Podcast27. Tesis de inversión y posicionamiento del fondo Nordea Global Stable EquityEn esta segunda parte, vamos a conocer en profundidad la actual estructura de la cartera del fondo, y las compañías que mejor representan la filosofía del mismo.
Para ello, volvemos a traer a Javier de Moragas, responsable del equipo de ventas en Nordea AM.
ISIN: LU0112467450
Suscríbete a nuestra newsletter - https://astralisim.substack.com
Descubre Astralis Funds Academy, una página dedicada a la Formación y Análisis sobre Fondos de Inversión - https://astralisfundsacademy.com/
Si quieres recibir el asesoramiento de nuestro equipo, no dudes en contactarnos en ► https://astralisim.com
CANAL DE YOUTUBE: h...2023-07-2135 minAnalizando Fondos - Astralis Podcast26. Mejorar la rentabilidad-riesgo del MSCI World. Nordea Global Stable EquityHoy traemos a Javier de Moragas, responsable del equipo de ventas en Nordea AM, para hablar de un fondo de renta variable global con enfoque defensivo, que busca invertir en empresas rentables y de calidad, pero con una menor volatilidad a la del mercado.
En este episodio veremos cuál es el proceso de inversión del fondo y el control de riesgos que utiliza, para mejorar el binomio rentabilidad-riesgo de la renta variable global.
ISIN: LU0112467450
Suscríbete a nuestra newsletter - https://astralisim.substack.com
Descubre Astralis Funds Academy, una página dedicada a la Formación y Análi...2023-07-1932 minAnalizando Fondos - Astralis Podcast26. Mejorar la rentabilidad-riesgo del MSCI World. Nordea Global Stable EquityHoy traemos a Javier de Moragas, responsable del equipo de ventas en Nordea AM, para hablar de un fondo de renta variable global con enfoque defensivo, que busca invertir en empresas rentables y de calidad, pero con una menor volatilidad a la del mercado.
En este episodio veremos cuál es el proceso de inversión del fondo y el control de riesgos que utiliza, para mejorar el binomio rentabilidad-riesgo de la renta variable global.
ISIN: LU0112467450
Suscríbete a nuestra newsletter - https://astralisim.substack.com
Descubre Astralis Funds Academy, una página dedicada a la Formación y Análi...2023-07-1932 min
NAM - Stay AlertNAM Talks - Inflation busting returns?For 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...2023-06-2813 min
Nordea Markets Insights FINordea 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 minNAM - Stay AlertL’importanza Dell’engagement – Episodio 4 L’engagement TematicoSolo per investitori professionali
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 costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trad...2023-06-1205 minNAM - Stay AlertL’importanza Dell’engagement – Episodio 3 Engagement Basato Su Violazione Di Norme O IncidentiSolo per investitori professionali
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 costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trad...2023-06-0606 minNAM - Stay AlertNAM Talks - Generation AlphaFor 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...2023-05-3112 minNAM - Stay AlertL’importanza Dell’engagement – Episodio 2 Engagement Guidato Da Ragioni Di InvestimentoSolo per investitori professionali
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 costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trad...2023-05-2906 minNAM - Stay AlertNAM Talks - La oportunidad llama a la puertaSólo para inversores profesionales
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 asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar...2023-04-1918 minNAM - Stay AlertNAM Talks - Opportunity knocksor 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...2023-04-1918 min
NAM - Stay AlertNAM Talks - The time for stability is nowFor 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...2023-03-2900 minNAM - Stay AlertNAM Talks - Bonds that make sense right nowFor 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...2023-03-0119 min
Evolution Exchange Denmark PodcastEvo DK #33 - Serverless - A CHAT GPT PodcastToday's host is:
Sam Williamson
And today's guests are:
Antonio Lagrotteria - Principle Cloud Architect - Nordea
Chris Williams - Enterprise Architect & Cloud Therapist - World Wide Technology
Pawel Piwosz - Lead Systems Engineer - EPAM Systems
Johanna - ChatGPT-based bot2023-02-031h 00NAM - Stay AlertNAM Talks - Standing strong in the face of uncertaintyFor professional investors only.
NAM talks
Disclaimer:
For professionals only 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...2023-01-2515 minNAM - Stay AlertResistere di fronte all’incertezzaSolo per investitori professionali
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 costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trad...2023-01-2403 minNAM - Stay AlertNAM Talks - En busca de la estabilidad en mercados de renta variable volátilesSólo para inversores profesionales
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 asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar...2022-12-1419 minNAM - Stay AlertNAM Talks - Seeking stability in volatile equity marketsFor professional investors only.
NAM talks
Disclaimer:
For professionals only 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...2022-12-1420 min
NAM - Stay AlertNAM Talks - Setting the scene in the HY spaceFor professional investors only.
NAM talks
Disclaimer:
For professionals only 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...2022-11-1634 minNAM - Stay AlertNAM Talks - Panorama del sector de los bonos de alto rendimientoSólo para inversores profesionales
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 asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar...2022-11-1634 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 minNAM - Stay AlertNAM Talks - US Challenges: Policy, Price Pressure and PortfoliosFor professional investors only.
NAM talks
Disclaimer:
For professionals only 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...2022-10-2617 minNAM - Stay AlertNAM Talks - Los desafíos de EE. UU.: políticas, presión de los precios y carteraSólo para inversores profesionales
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 asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar...2022-10-2617 minNAM - Stay AlertNAM Talks - Real Challenges. Real SolutionsFor professional investors only.
NAM talks
Disclaimer:
For professionals only 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...2022-09-2120 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 minNAM - Stay AlertNAM Talks - Aggiornamento MiFID: pronti, partenza, viaSolo per investitori professionali
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 costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trad...2022-07-1315 minNAM - Stay AlertNAM Talks - MiFID changes, ready set, goFor professional investors only.
NAM talks
Disclaimer:
For professionals only 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...2022-07-1315 minNAM - Stay AlertNAM Talks - Cambios MiFID, preparados, listos, yaFor professionals only
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 asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar o liquidar...2022-07-1315 minNAM - Stay AlertNAM Talks - Fixed Income nel 2022: Basso rischio e Rendimenti Positivi. È possibile.Solo per investitori professionali
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 costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trad...2022-06-2219 minNAM - Stay AlertNAM Talks - Fixed Income in 2022: Low Risk and Positive Return. It is possibleFor professionals only
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 transaction or to par...2022-06-2219 minNAM - Stay AlertNAM Talks - Renta Fija en 2022: Bajo Riesgo y Rentabilidad Positiva. Es posible. (SPA)Sólo para inversores profesionales
NAM talks
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 asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para fo...2022-06-2219 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 minNAM - Stay AlertNAM Talks - Inflation & Rates: Where do we go from here?For 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...2022-05-1829 min
Nordea Pulse DKTrailer: Ny podcast om dig og dine pengeVores podcast skifter navn, udkommer oftere, og dækker endnu flere emner omkring din privatøkonomi. Det handler om dig og dine penge i vores nye podcast, PengePulsen. Dine værter er Pernille Dehn og Malene Thuesen Nielsen2022-05-1201 min
PengePulsenNy podcast om dig og dine pengeVores podcast skifter navn, udkommer oftere, og dækker endnu flere emner omkring din privatøkonomi. Det handler om dig og dine penge i vores nye podcast, PengePulsen. Dine værter er Pernille Dehn og Malene Thuesen Nielsen 2022-05-1201 minNAM - Stay AlertNAM Talks - Engaging Companies With Climate Ambitions To Unlock Their Hidden Alpha PotencialFor 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...2022-04-2717 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 minNAM - Stay AlertNAM Talks - Inflation, uncertainty and Ukraine - 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...2022-03-2324 minNAM - Stay AlertNAM Talks - Net - Zero Targets. Decarbonization. 2ºC Paris Aligned. Let's Get ConcreteFor 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...2022-02-2316 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 minNAM - Stay AlertNAM Talks - How To Manage Inflation Risk In Your Portfolio In 2022?-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...2022-01-2620 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 minNAM - Stay AlertNAM Talks - Should You Worry About Inflation? Not Necessarily - 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...2021-12-1525 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
NAM - Stay AlertNAM Talks - COP26- Net Zero At NAM - 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...2021-11-1019 min
NAM - Stay AlertNAM Talks - Are You Ready For MiFID And ESG - 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...2021-10-2016 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
Nordea Markets Insights FIPodcast: Saksa vs ItaliaSaksan vaaleissa viitoitetaan suuntaa koko Euroopalle. Italian uudistukset puolestaan ovat elintärkeitä koko euroalueen tulevaisuuden kannalta. Saksan ja Italian näkymistä keskustelemassa ovat Nordean ekonomisti Kristian Nummelin, analyytikko Ulla Vilkuna ja pääanalyytikko Jan von Gerich.
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 p...2021-09-2419 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 InsightsDenmark: From deep crisis to risk of overheatingIs the Danish economy on the brink of overheating? Will growing labour shortages become a problem? And can we expect the housing market boom to continue?
Find out all this and more in this podcast with Nordea Chief Analyst Jan Størup Nielsen on the Danish economic outlook.
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 a...2021-09-2213 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
Nordea Markets Insights SENordea 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 minNordea 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
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
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 Markets Insights SENordea 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 minNordea 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 minNordea 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
Nordea Får jeg lov?Episode 1 - Velkommen til Nordeas nye juridiske podcast!Får jeg lov? episode 1 er en introepisode hvor advokatfullmektig Marielle Løvland i Nordea forteller om hvilke temaer podcasten handler om. Lurer du på reglene om arv og i familiesituasjoner? Har du bare lyst til å lære litt uten å måtte dra til et advokatkontor?2020-12-1804 min
Nordea Markets Insights FINordea 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 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
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 minNordea 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 Corporate InsightsSweden: Living on hopesSweden 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...2020-06-2913 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 Markets Insights FIPodcast: Virus ei vaikuta kaikkeen kauppaan - asuntokaupan monet trenditPohdimme koronakriisin vaikutuksia asuntokauppaan. Vaikka kauppamäärät keväällä laskivat, hintoihin kriisi ei ole vielä vaikuttanut. Myytävistä asunnoista on pikemminkin pulaa. Miten trendit kehittyvät jatkossa, sitä pohtivat pääekonomisti Tuuli Koivun vieraina Maria-Elena Ehrnrooth Kiinteistönvälitysalan Keskusliitosta ja Jussi Pajala Nordea Kiinnitysluottopankista.
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 i...2020-05-2929 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
Get Savvy - A business podcast by NordeaTeaser - Get Savvy PodcastWelcome to Get Savvy, a business podcast by Nordea. Get Savvy is the podcast for you who are about to start a business, or if you want to overcome a hurdle on your journey. In this podcast we are inviting guests that are leaders in their field, who will address different topics and questions.Get Savvy will offer you the chance to access the know-how and expertise of our guests to help you overcome specific challenges on your way forward. Hosted by Jon Kandell & Camilla Bergström, p...2020-02-1900 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 minNordea 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 Markets Insights SEPodcast: Fallande räntor influerar bostadsmarknadenFallande räntor har fått bostadsmarknaden att stabiliseras något. Mycket talar för att räntorna förblir låga länge.
Vad betyder det för bostadspriser, utbud och är regleringarnas tid över. Lyssna till samtal mellan chefekonom Annika Winsth och Nordea Hypoteks vd Michael Skytt.
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 a...2019-09-1723 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 Markets Insights DKPodcast: Global risikoaversionAktier og renter falder. Der er behov for opmuntrende nyheder. Næste uge byder på en stribe vigtige nøgletal og rentemøde i ECB.
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 i...2019-05-2914 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 minNordea 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 Markets Insights DKBrexit podcast: Skelsættende dage forude for Theresa MayDer er lagt op til en gyser, når Theresa May i de kommende dage skal forsøge at overbevise det engelske underhus om at støtte den Brexit-aftale, som er blevet forhandlet på plads i mellem Theresa Mays administration og EU.
D. 11 december er afstemningen i underhuset programsat til og vi venter at Theresa May lider et svigende nederlag. Det efterlader adskillige potentielle scenarier for udviklingen over de kommende måneder.
Lyt med i vores Brexit-podcast hvor Seniorstrateg Andreas Steno Larsen og Brexit-analytiker Morten Lund vender hver en sten i spørgsmålet.
Disclaimer: All opinions and estimates in this po...2018-12-0420 min
Nordea Markets Insights DKNytårs-podcast – Chefanalytikere ser ind i 2017 og forudser jokere, risici og fart på!Hvis du syntes 2016 var et højspændt og interessant år, så kan du godt glæde dig til 2017, der kommer lige så meget fart på finansmarkederne og drama på den politiske front. Det vurderer vores to chefanalytikere, Anders Svendsen og Jan Størup Nielsen i denne specielle nytårs-podcast, hvor vi diskuterer historiske begivenheder, reaktioner og overraskelser i 2016 – og ser ind i 2017. Hør chefanalytikernes forventninger til udviklingen på aktiemarkederne, på renterne, olieprisen, dollarkursen, og hvad der kan trigge eller bremse væksten. Lyt med og hør om risici og muligheder i 2017.
Disclaimer:
All opinions and estimates in this podcast are...2016-12-3024 min
Nordea Markets Insights FITiedätkö 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
Nordea Markets Insights FIPodcast: everything you need to know about our 2016 risk management reportWe spoke to Chief Adviser at Nordea Markets, Jari Liede for an overview of the top hedging trends large corporates are following today. Tune in now, and download the full report at: https://insights.nordea.com/go/hedging-strategies-2016?WT.MC_ID=118382016-06-0209 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
Nordea Markets Insights DKNordea Economic Outlook - Cheføkonom Helge Pedersen ser på trusler og lyspunkter i 2016I en frisk Nordea Economic Outlook 2016 stiller Markets' eksperter skarpt på trusler og muligheder i det nye år, globalt og lokalt. Hvordan er udsigterne for dansk økonomi og boligmarkedet? Hvor er de største risici for det økonomiske opsving, og kan vi forvente endnu et turbulent år på de finansielle markeder i 2016? Det og meget mere fortæller cheføkonom Helge Pedersen om i denne podcast.2015-12-0911 min