Casper Damm

Taiwanese equities and technology funds surged on the AI-driven semiconductor rally, while gold funds and Chinese equities lagged.

Norway’s central bank points to interest rate rises amid persistent inflation, stronger cost pressures, and higher wage expectations.

Underweight the market’s largest stocks and leaning into mid-cap names, these are the sometimes surprising picks by top fund managers.

Analysts expect Norway’s central bank to keep interest rates at 4.25% but signal another hike later this year.

Analysts are split on timing, but agree that Norges Bank’s first rate hike since 2023 is imminent.

Energy funds led the way as oil prices rose sharply, while Nordic small caps and Indian equities posted significant losses.

With rate cuts off the table, the market will be watching for signs of potential rate hikes from Norway’s central bank.

Female portfolio managers remain rare in Norway’s fund industry.

Pharmaceuticals giant Novo Nordisk is among the nine most undervalued Nordic stocks.

Rates are expected to be kept on hold by Norway’s central bank.

Funds with exposure to precious metals dominated the list of top performers in 2025, while several emerging markets and fixed-income funds featured among the weakest.

Funds with exposure to precious metals topped the list of top performers in 2025, while several emerging markets featured among the weakest.

Norway’s central bank waiting to see the impact of the two rate cuts this year on the economic data.