Nordic equity strategy chart book
The markets are delicately poised with solid YTD returns and soft recent macro data providing a rationale for profit taking if the Q1 reporting season disappoints. However, the neutral sentiment allows scope for another leg higher for markets if macro data shows signs of stabilising, consistent with the initial yield curve inversion typically coming well ahead of the market peak.
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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