Aswath Damodaran: Globalization Backlash
April 1, 2025
In his recent article, NYU professor Aswath Damodaran shares his thoughts on how politics, globalization, and disruption has changed the investing landscape.
Nykredit: Back to School
-
By Borsgade
- - Published
The various chief strategists at Nykredit give their assessment and an excellent overview of the summer’s main stories: The development of economies across the globe, interest rate developments, currency, mortgages and much more.
In the markets, they cite the large price increases in the US, with the S&P up more than 10% in June and July, while the European Stoxx 600 index could not quite follow suit with an increase of about 5%.
In terms of the market, the summer has been characterised by increasing optimism – or rather diminishing pessimism. Inflation fears and growth concerns have subsided, and this has supported especially the risky assets, where parts of the stock market have also been supported by the hype about artificial intelligence. […]
The economic picture remains mixed, but overall recession fears have declined. It is driven by relatively robust developments in US key indicators, which have caused several large banks to drop recession expectations. In Europe and China, on the other hand, growth indicators have disappointed, but not enough to drown out signals from the United States. The sluggish recovery in China has led to the announcement of stimulus. However, it is still unclear on what scale
Share the news
Disclaimer of liability
The above has been prepared by Børsgade ApS for information purposes and cannot be regarded as a solicitation or recommendation to buy or sell any security. Nor can the information etc. be regarded as recommendations or advice of a legal, accounting or tax nature. Børsgade cannot be held liable for losses caused by customers’/users’ actions – or lack thereof – based on the information in the above. We have made every effort to ensure that the information in the above is complete and accurate, but cannot guarantee this and accept no liability for errors or omissions.
Readers are advised that investing may involve a risk of loss that cannot be determined in advance, and that past performance and price development cannot be used as a reliable indicator of future performance and price development. For further information please contact info@borsgade.dk
You might also find this interesting:
Bill Nygren: A Modern Approach To Value Investing
March 28, 2025
In this interview, Bill Nygren reflects on his career mistakes and lessons learned. These insights highlight the importance of balancing conviction with caution in investing and the need for value investors to adapt their strategies to include companies with significant intangible assets.
Howard Marks: Value matters more than quality
March 28, 2025
In this interview, Howard Marks shares his investment philosophy and lessons learned over his 55-year career, including contrarian investing, value versus quality and the inevitable market cycles.
Mohnish Pabrai: The Boom-Bust Mental Model
March 28, 2025
In this interview at the 2025 MOI Global, Mohnish Pabrai shares insights on his investment philosophy and current market perspectives. The conversation covers various industries and investment approaches, with particular focus on cyclical businesses and special situations.