Nordic equity strategy chart book
A strong start to 2019 has reversed some of the price declines from Q4 as the capitulation in sentiment we highlighted last month provided a contrarian rebound, supported by a more dovish Fed. Momentum has slowed slightly in the second half of January as negative earnings revisions have provided some headwinds and sentiment is no longer providing a clear contrarian signal, leaving risk/reward more balanced in the short-term.
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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