Welfare – The future for Swedish welfare companies

In this market report, analysts Olle Göransson and Patrik Nilsson evaluate the welfare market in Sweden. The market is highly fragmented and is expected to grow based on higher demand for private services and estimated favorable demographic development. Furthermore, the market is highly affected by political decisions and regulations, hence the analysts tries to determine [...]

Straddling the S&P 500 – What’s next for US equities?

Since its low point in the midst of the financial crisis in 2009, the S&P 500 has advanced by around 16.35% annually for the past nine years, making US equities one of the best performing asset classes in recent years. However, since the beginning of 2018 the market has been unable to keep up its [...]

The Swedish Real Estate Market – Recent Trends and Future Sector Outlook

In this market research report, analysts Oscar Johannesson and Enes Ljuca evaluate the Swedish Real Estate Market. The aim with this report was to first conduct a thorough market analysis on the Swedish property market to be able to identify interesting investment cases based on recent market trends. This report will further analyze four different [...]

Safe Harbor – Japanese Small-Cap offers long-term value and a trump card in trade war

Since February 2018, Donald Trump and Xi Jinping have been trading threats of imposing tariffs against each other’s economies. As a risk-conservative option in this environment, we suggest investing in the Japanese domestic market: instead of looking for U.S. or Chinese investment alternatives and betting on whether a trade war will materialize, investing in Japanese [...]

Bearish on U.S. Tech – Reasons why you should move out of tech stocks

Technology stocks have been performing extremely well in recent years. According to J.P. Morgan, the technology sector has gone up by 130% over the last 5 years. However, this growth might no longer last for multiple reasons. First of all, the U.S. tech stocks has seen similar returns that rival the dot-com run up, indicating [...]

Dollar’s rise against the euro – Market indicators reveals shifting trend in EUR/USD

Over the last year the EUR strengthened dramatically against the USD and the EUR/USD is currently at its highest level since the end of 2014. The most imminent factor that lies behind last year’s trend is the unexpectedly robust economic growth in Europe. As GDP expectations for the Eurozone were revised upwards, more relative to [...]

Digitization – A market report on digitization with focus on Swedish equities aligned for future growth

In this market report, analysts Johan Cisneros and Emil Erbing evaluate the role and impact of Digitization. The report discusses the effect that a more demanding consumer base coupled with exponential technology advances will have on companies and organisations. The report will further analyze two relevant markets in regards to digitization, namely IT-consulting and E-health. [...]

Online Gambling – Recent trends and future industry outlook

In this market report, analysts Olle Göransson and Patrik Nilsson evaluate the Online Gambling industry. The market has gone from land-based casinos to online websites and is now rapidly penetrating mobile platforms. Furthermore, the industry is heavily affected by current regulations, hence the analysts tries to determine the effect this has on different market participants. [...]

Opportunities in European Equities – Searching for the Highest Risk-adjusted Returns Across Equity Indices

In this investment research report, analysts James Skoggard and Björn Van dijkman evaluate investment opportunities in European equities. Equities that have performed best on a risk-adjusted basis throughout the bull market and should offer the best buying opportunity in the near future if volatility in equity markets persists. On a risk-adjusted return basis, four developed [...]

Returns from the U.S. tax bill – Investment opportunities in U.S. pharmaceuticals

In this investment research report, analysts Jonathan Angestjärna and Panu Pikkanen evaluate investment opportunities in U.S. pharmaceuticals after the introduction of the new U.S. tax bill. For most of its provisions, the new U.S. Tax Bill came into effect on January 2018. The changes include a lower tax rate on repatriated funds and a move [...]