Nordic equity strategy chart book
May was a month of two halves with risk-on sentiment and strong performance from equities giving way to eurozone political concerns and risk-off. Positive earnings revisions, driven in large part by the Energy sector, are underpinning outperformance for Norwegian equities, while also applying upward pressure to inflation expectations and interest rates, keeping a lid on market P/E multiples.
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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