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 [...]

Investment research report: Chinese Crude-Oil Futures

In this investment research report, analysts Jack Crooks and Kasper Uhd Jepsen evaluate Chinese crude-oil futures. With the announcement of the imminent debut on the Shanghai Futures Exchange of a Yuan-denominated contract for oil futures, China has signaled its intent to promote the Yuan as a globally significant benchmark currency. We believe this development has [...]

Investment research report: The Nifty-50

The prime stock index in India ’Nifty-50’, which represents the leading companies in the economy, delivered nearly 30% return and outperformed many of the comparing indices of world markets last year. After a 11% correction in the beginning of February, driven by the 2018 Union budget of India and a smaller global breakdown, raises the [...]

Macro report: Eurozone Politics

Ten years ago the world’s economic and political order seemed to be set on an foreseeable course. Economic globalization was expected to rapidly advances as information technologies along with wider trade agreements was lowering the costs of doing business across national borders.This analys examine the impact of five potential factors changing the game in Europe; [...]

Macro report: The booming Swedish Housing Market

In recent years housing prices have grown strongly in Sweden, and with them the ratio of household debt to household income. This has caused some to worry there may be trouble ahead. We take a closer look at some of the factors influencing housing prices in Sweden, as well as the probable future path of [...]

Macro report: China analysis – A path towards consumption

China plays a dominant role in stimulating demand for global markets. As the second largest economy emerges as a world superpower, they will likely affect markets in a different way – through domestic consumption. Tenuous trade relations with the U.S., a rising service sector, and liberalization of its financial services industry point in this direction. If [...]