Time for take profits? Major Nordic AMs at odds on EM equities

With institutional investors now prefering to overweight equities, emerging market shares are leading the current global equity rebound. However, some of the biggest money managers in the Nordics disagree on whether there is more outperformance in the horizon -- or whether it is time to sell. And what does an investment algorithm think?

This image is from Nordea's recent Global Asset Allocation Strategy, Domino effects. | Photo: Nordea

For institutional investors, emerging market countries now comprise the most popular segment to overweight, according to SEB's February investment outlook.

The reason for the allocation consensus is low valuations.

Read the whole article

Get 14 days free access.
No credit card required.

  • Access all locked articles
  • Receive our daily newsletters
  • Access our app
An error has occured. Please try again later.

Get full access for you and your coworkers.

Start a free company trial today

More from AMWatch

Evli's new fund aims for EUR 300m portfolio

Finland's net rental yield is at an attractive level even by international standards, and international investors have noticed this over the past five years, says Tero Tuominen, who heads the Evli Residential II fund.

Further reading

Related articles

Latest news


Latest news from FinansWatch (dk)

Latest news from EnergyWatch

Latest news from ShippingWatch