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Trading, fast and slow

I know this commentary was supposed to be about March, but I can’t pretend “Liberation Day” never arrived. On 2 April, US President Trump presented a plan to impose sweeping tariffs on goods from countries all over the world, differentiated according to what he saw as their success in, er, exploiting the US. Stock markets then plummeted, on the back of what was already a sharply negative month in global stock markets (there – you got your March update). 

Read Finn Øystein Berghs commentary and find our latest monthly reports.

Financial markets and the economy 2024

Lessons from 2024 and selected updates: be skeptical about intuition, rules of thumb, financial orthodoxy, and textbooks.

Getting your expectations right does not guarantee that you are right about the consequences.

Learn more in our report on the financial markets and the economy in 2024, by our Chief Economist & Strategist, Finn Øystein Bergh. 

Pareto ESG Global Corporate Bond Sustainability report 2024

Being a Nordic Swan Ecolabelled fund, Pareto ESG Global Corporate Bond represents a sustainability-labelled alternative for investors. The objective is to encourage companies and capital markets to act more sustainably in the long run. One of our obligations as a Swan-labelled fund is to publish an annual report on the funds' sustainability performance. 

Get updated on our sustainability journey in the newly published report for 2024.

Dances with oil

This question has resurfaced: Are we underestimating the impact of the petroleum sector on the Norwegian mainland economy? 

Read Finn Øystein Bergh's latest edition of our finance blog, The optimal Pareto.