Insights

Covered bonds are in an excellent position to offer attractive returns in the months ahead, whether the landing is a soft one or not.

Nordea’s Global Impact Strategy taps into an investment trend poised to continue for decades.

As key allocators of crucial capital, investors have a major role in identifying the sustainable leaders of tomorrow.

The surge in investor focus on generative artificial intelligence (AI) has led to one of the most powerful rallies in technology stocks in recent memory.

What do Artificial Intelligence (AI), heat pumps and electric vehicles (EV) have in common? They are among the great hopes for a successful transition to a more sustainable future, and they need electricity – a lot of electricity.

Biodiversity loss is a systemic risk and one of the biggest global challenges of our time. Nature is being eroded at rates unprecedented in human history and we are facing the irreversible loss of plant and animal species, habitats, and vital crops.

High-yield bonds should continue to yield attractive returns in 2024. Capital Four’s René Kallestrup advocates a selective approach with a view to sectors and regions.

Henning Padberg of Nordea Asset Management highlights three areas that are likely to benefit from ongoing trends such as the sharp rise in energy demand.

The lower-risk part of the market has been a challeng- ing place to invest since 2008.

Did you know that by 2030—just seven years from now—we will need twice the natural resources Earth can regenerate in order to maintain our current lifestyle ? Humans are consuming our planet’s resources so quickly it can’t keep up. And this is creating major risks and opportunities for investors.

To date, the ‘E’ has dominated focus within the ‘ESG’ landscape, with environmental concerns like climate change high on the list of investor priorities, while the ‘S’ has lagged.

The world is drowning in garbage. At least that’s the impression you might get if you look at the forecasts for the projected global increase in waste: For 2050, the World Bank predicts a growth in the annual global waste generation from the current around 2 billion to 3.4 billion tons – an increase of around 70%. This represents more than double the population growth over the same period.