Welcome to Pareto Asset Management

Atlantic divide

It seems the US stock market rejoiced at Donald Trump’s presidential election victory. Having already had a stellar year, the S&P 500 rose by an additional 5.9% in November, lifting this year’s total return to more than 28%. In comparison, the STOXX Europe 600 rose by a notably more modest 1.2%, with a total return year to date of 10%.

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

Revenge of the dumb money

A closer examination of capital flows may explain a number of stock market conundrums. Like overvalued stocks and index concentration.

Read Finn Øystein Berghs latest edition of our finance blog, The optimal Pareto.

Presenting this year's summer interns

Proud to present this year's summer interns!
This week, Torjus Wegge, Bjarne Aarsland, Agnes Ribe, Julie Bø, Elise Hvammen and Hans Christian Thagaard have joined forces with our investment teams here in Oslo, and will be working with various projects including ESG, valuations and financial analysis for the next two months. Happy to have you on board :)

Report on Responsible investments 1-2024: And it’s no sacrifice

In April, we hosted an institutional investor conference in Stockholm, with speakers and attendees from seven different countries. The title of the conference was “Pareto improvements in the agile Nordic markets”. Besides the obvious play on our company name, the title may need a bit of explanation for those who did not participate.

Learn more in our latest report on responsible investing, no. 1-2024.