Nordic Investment Partners
Investment roadmaps
Roadmaps are incorrect most of the time, but they can be quite useful to find direction. The key drivers for the direction in financial markets are productivity growth, number of persons in employment and inflation. 30 years ago these factors added up to 8-10% annual nominal growth, while in 2030 they are more likely to add only 4-5%. Consequently, earnings growth will be lower in the future than in the past and same goes for general stock market investment returns.
The roadmaps focus on growth clusters of the future.
Roadmaps library
Roadmaps are shared with a select group of investors and only made available on the website after a while
2025 is set to be volatile due to US leadership. Asia and European earnings growth vs valuation looks attractive vs US . Investment comment on autonomous driving break through and Uber at 63 $as potential winner in that new business
2024 set to be a good investment return year and inflation clouds gradually vaporate. Investment comment on how artificial intelligence will benefit many industries such as pharmaceutical R&D moving towards preventive healthcare with leaders Novo Nordisk and Eli Lilly
2023 set to be a good investment return year driven by low valuation at the start of the year as well as good earnings growth. Biggest new industries going forward to be artificial intelligence incl metaverse and renewables as data center power needs increase. Meta mentioned as investment idea at 115 $
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Articles
Alternative data in investment decisions
3 October 2019 - Paris conference
30 years after Crash of ´87
Checking out of hotel easy money will be expensive
Quarterly roadmap updates (not made public after 2025)
