Johanna Englundh

Global equity funds are dominated by US stocks, but European markets come with their own concentration risks.

Higher inflation and elevated uncertainty tied to the war in the Middle East prompted Norway’s central bank to raise interest rates for the first time since 2023.

Weak growth and softer-than-expected inflation prompted Sweden’s Riksbank to keep rates unchanged as policymakers assess the economic impact of the war in the Middle East.

Policymakers will remain on high alert as geopolitical risks continue to cloud the inflation outlook and monetary policy decisions.

While the Nordic market looks fairly valued, there are some undervalued stocks worth a closer look.

As the Iran war pushes up energy prices leading to an inflation scare, economists diverge on the Riksbank’s next move.

Norway’s central bank signals potential rate hikes in 2026 as wage growth, oil prices, and geopolitical tensions keep inflation high.

The Swedish central bank highlights geopolitical risks, presenting scenarios that could drive either rate hikes or cuts later in 2026.

Market sentiment on rate cuts has shifted sharply after energy prices surged, with markets now pricing the possibility of a rate hike later in 2026.

The policy rate was left at 1.75% as the Riksbank weighs improving growth in Swedish economy against rising global risks.

Sweden’s central bank may cut interest rates again this year but much depends on inflation and economic growth data.

Norway’s central bank is expected to make the next interest rate cut in summer 2026.

Global stock markets fall as investors move toward safe-havens of precious metals.

Denmark leads Nordic losses amid rising US tariff concerns.

SEB Swedish Value Fund has risen more than twice as much as the average fund.

Norwegian central bank is expected to make the next interest rate cut in summer 2026.

As inflation eases and the prospects for the Swedish economy brightens all eyes turn to a potential upcoming rate hike.

December decision is likely a hold, but inflation risks and economic recovery could shape the 2026 rate path.

Analysts see upside in Nordic pharmaceuticals, but macro risks remain.

With rising defense budgets and a newfound acceptance of defense stocks, the range of defense funds is increasing in the Nordic fund markets.

October CPI data surprised on the upside, but analysts still expect it to fall below target in 2026.

Next rate move expected in 2026 as Norway’s central bank maintains a cautious stance.

Price pressures are expected to keep easing across goods and services, while the Riksbank remains cautious and likely to keep rates unchanged for now.

Inflation eases and growth strengthens, but analysts are split on the Riksbank’s next move.

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