Chart of the month
16 September 2020 - Global stock markets are pretty much back to all time highs, however Europe is a significant laggard.
Interest rates are ultra low, so the billions of investment assets held by European pension funds etc can and will sooner or later embrace the fact that their bonds give them negative returns. And the main asset with reasonable return is equities.
In the equity category European value shares (banks, automotive, energy etc) stand out. Triggers could be better financial performance and consolidation.
With 5% return requirement Mr Market implies Europe largest companies will only grow 2% per year towards 2040. If Europe can grow earnings faster than 2% it's not reflected in current stock prices
Roadmap 2020, roadmap updates and insights
Nordic Investment Partners is a privately owned advisory and network platform.
Advisory and consultancy is provided on a very selective basis. Focus is on strategy clarification and business roadmap and then made into investor presentations and capital finding/ investor maintenance consultancy.
Investment advice is only available through Advice Capital Vision Fund.
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Roadmap 2020 update 2Q
Roadmap 2020 update 1Q