Nykredit: Danish companies make a very positive impression after the Q2 results
Nykredit’s Chief Portfolio Manager, Hans Kjær, gives his overall analysis of Danish companies after Q2 2023.
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Nykredit’s Chief Portfolio Manager, Hans Kjær, gives his overall analysis of Danish companies after Q2 2023.
The various chief strategists at Nykredit give their overall assessment of the market and the main stories of the summer.
Chief Economist at Nykredit, Palle Sørensen, takes stock of inflation and gives his assessment of how inflation affects our investments.
Nykredit’s Chief Strategist, Klaus Dalsgaard, explains the ‘Holy Trinity’ of the investment world – growth, inflation and interest rates.
A major transformation of the automotive sector and a paradigm shift in home heating make electrification a strong investment trend in Europe. Nykredit Asset Management zooms in on electrification and gives its assessment of the sector.
Chief Strategist at Nykredit, Frederik Engholm, gives his assessment of the current turmoil in the financial sector, including the banks that suddenly found themselves in trouble
The recent rise in interest rates has made Danish mortgage bonds more interesting for investors. Nykredit gives their assessment of investing in Danish mortgage bonds.
Nykredit assesses the interest rate hike from the European Central Bank, including: “Eurozone: ECB delivers 50bp but signals increased cautionA “large majority” of the Governing Council supported a 50bp increase