Welcome to Nordic Investment Partners

Chart of the month

Fourth quarter seasonality is strong

10 October 2021

Stock markets have performed better than many expected at the beginning of 2021. Will it continue? 

No-one knows but a look at historical performance suggest so.

There's tons of arguments on various platforms about expensive stocks, narrow leadership, costs inflation from logistics and component shortage as well s inflation will remain at a high level. 

Low population growth, modest productivity growth and surplus capital suggest the current inflation jump will fade over the next 12-18 months. That will be very supportive for financial assets and as the mood change well in advance then the better times could show up already in 4Q 2021

Below is 25 year seasonality charts fot S&P500 and Stoxx 600

About Nordic Investment Partners


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 forming of execution roadmap. This can be applied in investment strategies, corporate development, Investor Relations/capital findings and ongoing pit-stop check-ups. 

Investment advice is only available through  Advice Capital Vision Fund

On this website you find;


  • investment roadmap updates are complimentary on this web-page
  • Advice Capital Vision Fund introduction. More on www.advicecapital.eu
  • Nordic Value Investor Conference - a conference for sharing of investment ideas and themes forming the investment landscape more on www.nordic-value.dk


Feel free to reach out via the contact page

Roadmap 2021 update after 3Q 2021

Roadmap 2021 and deep digitalization for 2020s