Nordea keeps equities overweight and recommends buying on price dips

After a strong risky assets rebound some consolidation is to be expected, according to Nordea. Investors should treat price dips as buying opportunities.

Johan Larsson, chief strategist at Nordea. | Photo: PR / NORDEA

Nordea's Global Investment Strategy Committee (GISC) recommends that investors overweight equities and underweight fixed income. GISC's five investment strategists highlight that many risk factors, such as Brexit, have expired, which gives cause for the recent equity rally. After the strong rebound on easing election and vaccine concerns, some consolidation in risky assets is to be expected.

"However, we believe that investors should look past this and continue to treat dips as buying opportunities. (...) We still think that, going forward, risk premia should compress, bond yields rise, and earnings estimates move higher as the economy moves further into recovery, although the near future is more uncertain," Nordea writes.

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