AMWatch

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.

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