Good decisions come from insights

Even though our focus is Nordic, our outlook is global and holistic. Read our insights on the economy, the market and the various business in which we operate. And get a glimpse into some of the things we base our solutions on. 

Article - 13. September 2019

Germany considers loosening the purse strings

Should Germany finally loosen fiscal policy, both growth and equity markets in Europe could get a lift – with green investments in particular benefiting. Investment strategist Lars Skovgaard Andersen surveys the prospects.

Article - 11. September 2019

Seminar: Navigating today’s volatile markets

Lunch seminar in Stockholm gives customers insights and inspiration

Article - 10. September 2019

Have central banks run out of ammunition

The ECB will be holding a long-awaited interest rate meeting on Thursday – but what exactly is the role of the central banks, and what can they do now to kick-start growth? Danske Bank's investment strategist, Lars Skovgaard Andersen, examines these issues.

House view - Q4 2019

A vital vitamin infusion for the global economy

NEW QUARTERLY REPORT: Accommodative monetary policies and solid private consumption are lifelines for the global economy, which according to Anders Svennesen, co-CIO in Danske Bank Asset Management, still offers attractive investment opportunities.

Article - 30. August 2019

How our Portfolio Managers select Danish equities

A great deal of preliminary work is carried out before asset managers in the equity fund Danske Invest Denmark select their equities. Here are some of the prerequisites that have to be met before an equity finds its way into the portfolio.

Article - 30. August 2019

How much can monetary policy do? A macro-economic outlook

Maria Landeborn is senior strategist in Danske Bank. She was one of the keynote speaker at the 2019 edition of the annual Asset Management ‘Placeringsevent’ in Stockholm. In this article we present a summary her presentation of Danske Bank’s macro-economic outlook for the future

Article - 29. August 2019

Full house at Danske Bank Asset Management’s Investment Seminar in Stockholm

At the top floor venue at our offices on Norrmalmstorg in Stockholm we welcomed customers to our yearly investment seminar with keynotes from Danske Banks senior strategist, portfolio managers and external guest speaker, psychiatrist and celebrated public speaker, Anders Hansen.

Article - 21. August 2019

Strategist: Why US equities should give the highest returns

Danske Bank is now increasing its weighting in US equities and reducing its weighting in European equities. Below, investment strategist Lars Skovgaard Andersen explains why.

Article - 16. August 2019

Potential death blow from US yields – but don’t panic!

Plunging markets left investors rattled on Wednesday as major indices shed 2-3%.

Article - 15. July 2019

The Swedish rookie

Stefan Rocklind likes to talk. Usually straightforward, he says what he thinks and is honest about what he believes in.

Article - 7. July 2019

Investing in healthcare

As asset managers we need to be experts in more than managing assets – one of which is cutting edge cancer treatment.

Article - 28. June 2019

World championship in loose monetary policy – what’s happening?

Accommodative or loose monetary policies have become the new black among central banks around most of the world. But why now – and what does it mean for your investments?

Video - 28. June 2019

European Summit insights Radek Sikorski

The European defence program is a major underdog compared to the defence programs in the US and China. In this interview, Radek Sikorski gives his thoughts on what we have done and are doing to bolster the European defence. He also explains why our defence budget is not as effective as the budgets of the abovementioned superpowers.

Video - 27. June 2019

Integrating sustainability into investment decisions

Recently, we launched a new global macro hedge fund that is managed by Bo Bejstrup Christensen and Lars Tranberg Rasmussen.

Video - 20. June 2019

European Summit insights: Morten Løkkegaard

Europe stands at a crossroad where nationalism, fiscal policy and market dynamics have challenged the environment for investors.

Danske Bank Asset Management awarded best external asset manager in Denmark 2019

Danske Bank Asset Management has been named the best asset manager in Denmark in 2019 by Prospera. The survey was conducted among 91 organisations with minimum MDKK 200 in externally managed funds.

House view - Q3 2019

CIO: Equities will survive Trump’s trade war

The escalation in the trade war between the US and China has effectively slammed the brakes on this year’s upturn in global equity markets.

Article - 04. May 2019

Boom for fixed income hedge funds at Danske Bank

A strong track record and increased awareness among investors have resulted in a massive inflow of capital to Danske Bank’s fixed income hedge funds in recent years.

Video - 30. May 2019

European Summit insights: Holger Schmieding

Europe stands at a crossroad where nationalism, fiscal policy and market dynamics have challenged the environment for investors.

Video - 24. May 2019

Our sustainable investment journey 2019

Our investment teams are at the centre of our journey to integrate sustainability into investments in order to deliver attractive returns to our customers.

Article - 24. May 2019

Whither Europe?

A Nobel Prize winner, a chief economist, a member of the European Parliament and a former foreign and defence minister from one of the EU’s largest countries were all on the stage at the European Summit

Article - 14. May 2019

Success for fund with a sustainable focus

Steadily rising demand for Danske Invest fund that invests in corporate bonds from European companies with a solidly sustainable profile.

Article - 05. May 2019

We remain invested in equities despite Trump’s trade shock

Donald Trump tossed a grenade into the trade war over the weekend, but it hasn’t killed off our appetite for equities.

Article - 02. May 2019

When might IT equities lose their shine?

US IT firms have stormed ahead of the pack so far this year – but can they continue? Investment strategist Lars Skovgaard Andersen gives his views on the outlook for IT equities.

Article - 23. April 2019

Here is the greatest potential in emerging market debt

After a challenging 2018, emerging market debt in hard currency has got off to a strong start in 2019. Portfolio manager Bent Lystbæk gives his take on the prospects for the asset class and the countries that hold greatest potential.

Video - 11. April 2019

Building ESG processes from the bottom-up

“When our customers entrust us with their assets and savings, they expect us to safeguard them and make them grow. They also expect us to invest sustainably”

Article - 5. April 2019

The real roots of the trade war

The trade war between the US and China is not just about trade, but also about world domination in technology, in the view of Danske Bank’s investment strategist, Lars Skovgaard Andersen

Video - 4. April 2019

FONDS Congress Mannheim 2019 – Bernd Ankenbrand

At the FONDS Congress, we got some interesting insights from Professor Dr. Bernd Ankenbrand, who besides being a purpose economist also is an avid pilot.

Article - 29. March 2019

Yield curve danger signal spooks investors

The US yield curve inverting has got alarm bells ringing in equity markets. Investment strategist Lars Skovgaard Andersen explains why and assesses the significance.

House view – Q2 2019

Are equity markets running on empty?

Following a strong start to 2019, equity markets have recouped much of their end of year losses, but are they running on empty? In our new Quarterly House View CIO Anders Svennesen consider where the next uplift to equities might come from.

Video – 28. February 2019

Sustainable investments and sound advice

Sustainable investment is an integral part of our duty to safeguard and grow our customers assets.

House view - Q1 2019

In 2019 we will finally put the financial crisis behind us

After close to 10 years of aftershocks from the financial crisis, the global economy is finally headed towards normality again, and we expect decent equity returns in the coming year.

Article - 25. January 2019

EuroHedge Fund winners

Award winning Danske Bank fund has outperformed the competition over the last decade.

Video - 21. January 2019

New York Summit 2018 - Robert Shiller

The Nobel Prize winning American economist Robert Shiller is a Sterling Professor in Economy at Yale University.

Video - 21. January 2019

New York Summit 2018 - Keith Alexander

In this video, you meet retired 4-star General Keith Alexander who is now serving as CEO and President of the company IronNet Cybersecurity.

Video - 21. January 2019

New York Summit 2018 - Wendy Sherman

Ambassador Wendy Sherman is Senior Counselor at Albright Stonebridge Group and former U.S. Under Secretary of State for Political Affairs.

Video - 21. January 2019

New York Summit 2018 - Nicholas Lardy

Nicholas Lardy is a Senior Fellow at the Peterson Institute for International Economics and an expert on the Chinese economy.

1. January 2019

Prospera: Danske Bank is the best Nordic asset manager

Danske Bank Asset Management is the best asset manager in the Nordic region in 2018.

House view - Q4 2018

Populism making its mark on the financial markets

The US president’s political agenda carries an increasing risk of triggering a major crisis in the financial markets and could kill off the synchronous global upswing.

House view - Q3 2018

Investors underestimate the strength of the global upswing

While the economy has entered the late-cycle phase of the upswing, we still see an extended period of economic growth and rising equity prices ahead of us.

House view - Q2 2018

End of an era – but equity upswing still in place

After a historically long period of declining interest rates, we will likely have to adjust to a new economic reality.

House view - Q1 2018

Bull market has more to give in 2018

Four themes will be of key importance for return and risk in the financial markets in the coming year.

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