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August 2023

The picture for Nordic equity markets was somewhat ueven in August, with some indices showing positive, and some negative returns Nordic bond markets, as far as Pareto Asset Management's strategies are concerned, have continued their smooth, carry driven ascend against a weak month for global bond markets.
It seems that we are at a point of indecision in the cycle, with inflation rates passing their peak, interest rates on pause, and companies and investors adjusting their earnings expectations for this next phase. Markets will soon find direction again, and we are confident in the strength of Nordic companies and the strong, diversifying properties of the Nordic bond markets.

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