On the lookout for solutions Uncertainty in the markets is greater than ever, and the desire for stability is growing. Nordea has the right investment ideas. nordic friends lounge 20 NORDIC FRIENDS LOUNGE
Stability is key This is what many investors crave: limited downside risk, lower market beta and lower portfolio volatility compared to the broader market, while still being able to participate in market growth. With the Nordea 1 – Global Stable Equity Fund , the name says it all: the well-diversified portfolio offers stability through stocks that provide an exposure to factors such as low-risk, value and quality. Selection criteria are robust fundamentals, attractive valuation and pricing power with low interest rate sensitivity. This combination offers special inflation protection. Over- all, the fund brings diversification and a defensive approach to the portfolio. Better prospects on the other side of the pond The world has changed in 2022 and with it the future of investing. Global trade has been disrupt- ed; Europe has been suffering from Russia’s energy supply freeze; and China no longer exports deflation via cheap labour. The results are record high inflation, unstable politics and volatile interest rates. The US economy, however, is proving robust so far. In this environment, the Nordea 1 – North American Stars Equity Fund’s strategy offers opportunistic bottom- up stock selection and outperformance potential free of style swings or adverse directional changes. 2 The
Cloudy weather, uncertain outlook – and yet, with the right strategy, opportunities can be spotted in any environment.
research focuses on finding companies with solid competitive advantages that benefit from a structural tailwind and/or that are trading at a deep discount in relation to their intrinsic value. Duration hedging makes the difference Soaring inflation has led to a sudden rise in inter- est rates. This has once again shown that a dura- tion-hedged approach makes the difference. This is why the Nordea 1 – European Covered Bond Opportunities Fund has handled the rates volatility smoothly. The flexible strategy can help to weather a period of high uncertainty. The levels of covered bond spreads, the main focus of the fund, are at the top of the range of the last ten years.
2 There can be no warranty that an investment objective, targeted returns and results of an investment structure is achieved. The value of your investment can go up and down, and you could lose some or all of your invested money.
Proven sustainable Nordea’s ESG funds were particularly successful at this year’s awards. Nordea as an asset manager was also honoured.
At the Funds Europe Awards 2022 , Nordea Asset Management (NAM) came first in the “ESG Manager of the Year” category. In addition, NAM has also been honoured by International Investor Magazine with the title “Best ESG Firm Northern Europe 2022” . A t the Sustainable Investment Awards 2022 hosted by finance magazine Investment Week: Nordea’s ESG STARS fund family won in the “Best Sustainable Fund Range” category Ń For the second time in a row, Capital Finance Inter- national magazine selected NAM as Best ESG Team Europe . T he jury explained its decision as follows: “NAM levers its global reach and strong capital posi- tion to create positive impacts and drive change.”
L ast but not least, at the International Investment Awards, the Nordea 1 – Emerging Stars Bond Fund was recognised as “Best ESG/Sustainability Fund” .
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