Nordic equity strategy chart book
A strong end to the month provided modest positive returns for most Nordic markets in August. Some investor caution was evident from defensive sectors mostly outperforming cyclicals, consistent with sentiment surveys that are somewhat below average levels. Estimate revisions were limited but negative in August.
DNB Markets is the investment banking arm of DNB Bank ASA and is focused primarily on the Nordic region, as well as internationally on niches such as global shipping, energy and related services, and seafood. DNB Markets offers services in FICC, Equities and Investment Banking advisory from offices in Oslo, Stockholm, London, Singapore and New York. Equity research coverage is offered on c250 Nordic companies. DNB was ranked no.2 in Extel Nordic Research 2017. The DNB Markets’ Credit and FICC Macro & FX Research teams are repeatedly highly rated by Prospera Nordic Institutional Investor Surveys.
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