Nordic Investment Partners
Investment roadmaps
Roadmaps are incorrect most of the time, but they can be quite useful to find direction. Unless you have sense of the future it's hard to navigate financial markets in the present. No-one has patent of knowing the future, so outcomes will vary a lot. The roadmaps of this page gives shorter term directions as well as directions for the longer term future towards 2050
Roadmaps library
Roadmaps are shared with a select group of investors and only made available on the website after a while
2026 is set to be a good investment year driven by wider adoption of AI inside normal corporations. From 2022 to 2025 AI was widely an investment into data centers i.e. semiconductors, electricity and infrastructure. 2026 and forward it will widen to corporate use of AI in better productivity and profitability. Robotics is one area that will lift labor productivity as an example
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
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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 public after 2024)
