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  • G10 Equities' Total Return

    (%)

    equities table
  • Swedish Equities' Total Return

    (1990 = 100)

    equities SEKindex
  • Swedish Equities' Total Return

    (% year-on-year)

    equities SEKpercent

 

Please click below for our latest research that touches on Swedish equities. 

 

  • Investing

    catImgInvesting
    Rising inflation should eventually trigger more rate hikes than elsewhere. Bond yields stand to rise significantly, even before further tightening. SEK looks undervalued and likely to appreciate as risk appetite returns. download »
  • Markets

    catImgMarkets
    SEK is close to its real low. Markets price a some chance of one 25bp hike in the repo rate over the next year. Yields are close to record lows, the curve is inverted and spreads are low. Equities have outperformed. download »
  • Financial Forecasts

    catImgForcasts
    NOK, SEK, JPY and AUD are lower than is likey to be sustained. As inflation rises and is sustained, central banks will switch to tightening policy, despite modest growth. As this moves into view, a major re-pricing of bonds will take place. download »