contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment CompanyTagList on Company {
  pageUrl
  name
  viewerIsFollowing
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    ...CompanyTagList
    id
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls {
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      defaultInstrument {
        isin
        id
      }
      id
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    id
    name
    viewerIsFollowing
    defaultInstrument {
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


seb-investment-outlook-economies-and-markets-press-ahead

__typename

title

isPremium

lang

htmlBody

companies

createdAt

publishers

authors

reactionGroups

pageUrl

alternatePageUrls

imgUrl

description

SEB är en nordisk finansiell koncern. Banken erbjuder kunder i Norden och de baltiska länderna rådgivning och ett brett utbud av andra relaterade finansiella tjänster. I de nordiska länderna innehar verksamheten en stark inriktning mot företagsaffärer, sparande och investment banking. Banken har även kontor i Nordamerika och Asien för att fungera som en mellanhand mellan investerare och den nordiska marknaden. Huvudkontoret ligger i Stockholm.

A favourable economic situation combined with continued key interest rate cuts will provide a good base for equity and fixed income markets. Protectionism, proposed tariff hikes and a messy ...

A favourable economic situation combined with continued key interest rate cuts will provide a good base for equity and fixed income markets. Protectionism, proposed tariff hikes and a messy geopolitical situation are among prevailing risks. Investors are optimistically positioned, which is apparent from valuations of financial assets. We believe that the net balance of opportunities vs risks remains positive. This is reflected in our portfolios, which are overweight in equities as opposed to fixed income investments. The equity portfolio is dominated by US and Swedish exposures. Our fixed income portfolio has a robust composition that can withstand negative surprises, since we have a duration a bit longer than indices and an underweight in high yield bonds."Once again, investors have gone from being very negative about risk to clearly overweighting risk assets. This time it took two years, and the turnaround began around the same time as inflation peaked globally. Today, risk appetite is significantly higher. This is also reflected in valuations," says Fredrik Öberg, Chief Investment Officer at SEB's Private Wealth Management &amp; Family Office Division.Overweight in risk assets The drivers that we expect to benefit risk assets going forward include stable and healthy economic conditions, which should gradually encompass more cyclical dynamism. This should happen as key interest rates continue to be lowered and capital spending increases. Several powerful structural forces will also continue to operate, such as AI and general digitisation, electrification and automation. If the economy stabilises and broadens thanks to several parallel drivers - despite the threat of higher tariffs - we may also see more evenly distributed returns in the stock market. It remains to be seen whether this is wishful thinking or whether it will become a reality. One sign that this could happen is that we are now seeing smaller gaps between 12-month earnings forecasts and earnings outcomes for the past few years. This is true on both a regional basis and at the sectoral level.Before we see signs that this is starting to materialise, we will maintain our overweight in global equities vs Swedish equities. In global equities, we are overweighting the US compared to the rest of the world. We favour equities over fixed income investments, although this overweight is moderate. In fixed income investments, we have a somewhat longer duration than in our benchmark indices, and we have a certain underweight in high yield bonds due to tight credit spreads. In portfolios that include liquid alternative investments, such as hedge funds, we underweight these compared to fixed income investments.Theme articles This November 2024 edition of Investment Outlook also includes two theme articles: · &nbsp; &nbsp; The ASEAN countries - Asia's "forgotten" jewels? · &nbsp; &nbsp; AI redraws the map - Which Swedish companies can benefit?You will find the full report, plus a video, at <a href="http://www.seb.se/investmentoutlookreport">www.seb.se/investmentoutlookreport</a>. &nbsp;<div></div>

SEB: Investment Outlook: Economies and markets press ahead

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