The models are broken
The market is trying to get back to the pre-Covid and pre-war times, but that model is broken. A new dawn is here and the financial world needs to adapt.
Steen Jakobsen,
Chief Investment Officer
Head of Equity Strategy
Summary: Monday last week we presented the 'bounce back basket' to help investors get some inspiration among high quality stocks that were beaten down. Today we present a Nordic version of the 'bounce back basket' providing inspiration of stocks to consider if equity markets bounce back from the current low levels.