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Tips from an insider: Stockholm tech start-ups

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Four Stockholm-based ICT firms to watch

Stockholm pioneers life science research

ICT startups offer investment opportunity

Swedish companies ready for exit

Five med-tech investment opportunities

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Sweden tops English-language skills ranking

Sweden ranked world's best country to grow old

Swedish passport world's best for travellers

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Fortune: 'Stockholm top place for startups'

Sweden tops first global Web Index

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'Cool Stockholm' most competitive Nordic capital

Sweden has (second) best reputation in the world

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Sweden great place for moms – but Norway better

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Sweden’s 10 greenest brands

‘Sweden needs to sell itself more’

Sweden overtakes the US in competitiveness

Sweden 10th ‘most admired country globally’

Sweden climbs in 'doing business' ranking

Sweden among world's least corrupt nations

Sweden's mortality rates world's second lowest

Sweden a good place to die – but Britain is best

Children in Sweden have best lives

Sweden the most competitive EU nation

Safe to do business with Swedes

How Sweden became an innovation frontrunner

Nordic countries world's most food-secure

Sweden the world’s best country – politically

Swedish firms among world's top brands

Swedish brands climb in global ranking

Sweden tops government ranking - while US lags 

'Swedish model' outranks 'American dream'  

Sweden among world's least corrupt nations

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'Oil price decline and monetary stimulus will outweigh geopolitical turmoil and deflation risks'

SEB: Investment Outlook: Global economic opportunities outweigh threats

World economic growth will gradually accelerate in 2015-2016. The oil price decline and monetary policy stimulus will outweigh geopolitical turmoil and deflation risks. The American economy has strengthened. Japan has dipped into a new recession. British economic growth has remained healthy. After an obvious slump, the euro zone has regained some of its dynamism since late in 2014. The pace of growth in the emerging market (EM) sphere as a whole has weakened, but the pattern has varied. India has delivered upside surprises.


"We are seeing a world that is dancing out of step, yet the music is up-tempo. In the United States, key interest rate hikes are approaching. In Europe and Japan we have extremely low and in some cases negative interest rates and bond yields, as well as massive liquidity injections. The effect of these developments has been to sharply strengthen the US dollar, which is a desirable effect that will lead to a stabilisation of the economic system," says Fredrik Öberg, Chief Investment Officer at SEB Investment Strategy.


How does this affect SEB's current market view? Despite sharply rising share prices, SEB's attitude towards equities remains positive. This applies both to the Swedish and global stock market.


"However, we are sceptical towards commodity-producing companies, for which we expect a continued weak price component. In the case of fixed income investments, we continue to prefer corporate credit instruments to government bonds and are avoiding long maturities," Mr Öberg says.


This issue of the quarterly report Investment Outlook takes a close look at the effects of large oil price movements. Net oil exporters in the EM sphere are the biggest losers from the oil price decline, while net oil importers in the EM countries are the biggest winners. There are also attractive stock markets among the winner countries.


The report also analyses the consequences of extremely low interest rates and bond yields. What happens when they approach zero or become negative? This is partly unknown territory that requires some mental effort to navigate through. In addition to these themes, the issue includes analyses of asset classes and presents our current portfolio management strategy.


Last Updated (Wednesday, 04 March 2015 11:45)


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