Nordic equity strategy chart book
February saw strong equity market performance but this was not driven by earnings revisions, where the trend was negative. The lack of earnings support appears to be providing some headwinds in the short term, leaving the market reliant on help from macro sources if a period of consolidation is to be avoided.
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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