Finance Blog
Here you will find blog posts, interviews and market comments from our portfolio managers.
Finance Blog
Svein Aage Aanes -
First Half of 2025: Strong Returns in the Nordic Bond Market - Investment Grade
Read more
Svein Aage Aanes -
First Half of 2025: Strong Returns in the Nordic Bond Market - High Yield
Read more
Peder Heiberg Sverdrup, Lise Børresen -
DNB AM launches updated expectations to companies on Human Capital Management
Read more
Mikkel Nyholt-Smedseng -
Artificial intelligence is thirsty: water is the most traded commodity in the world
Read more
Stian Ueland -
Trump and the anti-ESG movement: Impact on renewable energy
Read more
Svein Aage Aanes -
Bond markets 2025: Soft landing or new setbacks?
Read more
Knut Johan Hellandsvik -
Global equity market 2025, where will the journey take us?
Read more
Laura Natumi McTavish -
DNB Fund Renewable Energy: Net potential avoided emissions impact achieved again
Read more
Ingrid Aashildrød -
DNB AM launches new expectations to companies on Health and Sustainable Food Systems
Read more
Peder Heiberg Sverdrup -
Understanding the energy transition in China
Read more
Svein Aage Aanes -
Potential for attractive returns with Nordic high-yield bonds
Read more
Erling Haugan Kise -
Generative AI: These Opportunities are Promising
Read more
Torje Gundersen -
2024 - A soft landing on the horizon?
Read more
Svein Aage Aanes -
Rapid fall in interest rates risks rebound
Read more
Knut Johan Hellandsvik -
2024: Will the Goldilocks Scenario Kick in?
Read more
Peder Heiberg Sverdrup, Aliya Orazalina -
A mirage or a new market? DNB AM visits Saudi Arabia
Read more
Svein Aage Aanes -
Scandinavian High-Yields: Better Positioned Than US and European Bonds
Read more
Rune Sand -
The Healthcare Sector in 2024: Opportunities to Consider
Read more
Audun Wickstrand Iversen -
Geopbytes – Let’s Talk About the Future of Data-Storage
Read more
Svein Aage Aanes -
Nordic High-Yield Bonds: Expect a Yield Premium
Read more
Anders Tandberg-Johansen -
AI: Which Player Will be in the Lead?
Read more
Jessy Coadou -
Video: Nordic Days 2023 in Spain
Read more
Ola Melgård -
DNB AM's investments should contribute to the green transition
Read more
Hans-Marius Lee Ludvigsen -
David vs Goliath: Why Nordic Small Caps are an Interesting Alternative When It Comes to the Wider Market
Read more
Abishek Thepade -
India – An economic superpower in the making
Read more
Anesa M. Sahnoun -
Novo Nordisk and Eli Lilly: Obesity Medication with Significant Growth Potential
Read more
Kristine Alm Karsrud -
Batteries – Key Enablers of Tomorrows Technology, Energy Transition and Mobility
Read more
Anders Tandberg-Johansen -
Is Google's AI dominance faltering? Competitors on the rise
Read more
Aliya Orazalina -
Do developing countries deserve a negative reputation regarding climate change?
Read more
Hans-Marius Lee Ludvigsen -
A promising symbiosis: small caps and the Nordic market
Read more
Laura Natumi McTavish -
Case study: Commitment to a science-based net zero target using the example of Air Liquide
Read more
Stian Ueland -
Fierce Competition: Manufacturers of Electric Cars from China About to Conquer a Major Part of the Market
Read more
Christian Rom -
Renewable Energy: More Companies are on Top of The Game
Read more
Mike Judith -
Now is the Time to Get into Tech-Stocks
Read more
Lise Børresen -
Quadrupled: In 2022, DNB Votes Four Times More Often Than in the Year Before
Read more
Christian Rom -
Solar Energy Currently On Top in Renewable Energy Sector
Read more
Laura Natumi McTavish -
Going Sustainable: The Success Story of Lenzing
Read more
Svein Aage Aanes -
Banking crisis: A Stop-Sign for the Extreme Rise in Interest Rates?!
Read more
Audun Wickstrand Iversen -
Starlink & Co: Commercial Space Travel is Growing
Read more
Anders Tandberg-Johansen -
AI: Potential Top-Position for Google
Read more
Hans-Marius Lee Ludvigsen -
This is What the far North Has to Offer - How Nordic Small Caps Deliver Annual Returns of More than 16 Percent
Read moreAnders Tandberg-Johansen -
Meta Share Gains Importance, Thanks to AI
Read moreAnne Fauchet -
Interview: "Tech and renewable energy sector: Winning the race"
Read more
Svein Aage Aanes -
They’ll be Back in 2023: Fixed-Income!
Read more
Audun Wickstrand Iversen -
Creating sustainable solutions from the oceans
Read more
Isabelle Juillard Thompsen -
COP 27: the ocean finally on the agenda : Marine Protected Areas (MPAs) as a tool for climate action
Read more
Audun Wickstrand Iversen -
Autonomous Driving: Robotaxis Shape the Transportation of the Future
Read more
Anders Tandberg-Johansen, Erling Haugan Kise -
Outlook: Technology Stocks Will Outperform the Overall Market in the Long Term
Read more
Svein Aage Aanes -
Positive Signals for Fixed-Income Funds
Read more
Audun Wickstrand Iversen -
Livestreaming and Gig-Delivery: E-commerce Moves to the Next Phase
Read more
Erling Haugan Kise -
Gaming - Looking at a Period of Growth
Read more
Svein Aage Aanes -
Rising Interest in Norway: A Definite Probability
Read more
Mikko Tuomas Ripatti -
Benefiting From Steady Growth in the Nordics
Read more
Mikko Tuomas Ripatti -
Metaverse – into the year 2030 without a smartphone
Read more
Isabelle Juillard Thompsen -
Growth Rate of Marine Economy Two to Three Times Faster Than Other Economies
Read more
Audun Wickstrand Iversen -
The next investment opportunity flies overhead
Read more
Mikko Tuomas Ripatti -
Tech-Strategy: How Investors Tackle the Downturn
Read more
Christian Rom -
Shaping Energy Transition as a Joint Effort
Read more
Isabelle Juillard Thompsen -
Textile Industry Responsible for 20% of Global Water Pollution
Read more
Audun Wickstrand Iversen -
House of Cars
Read more
Sverre Bergland -
So, what's going on with Meta?
Read more
Isabelle Juillard Thompsen -
Investing Sustainably in Clean Water
Read more
Svein Aage Aanes -
Nordic High Yield: 2021 – a strong year for credit
Read more
Thomas Furuseth -
Why does carbon footprint not tell us the whole story?
Read more
Laura Natumi McTavish, Isabelle Juillard Thompsen -
Global COP-eration or just “bla bla bla”?
Read more
Anne Fauchet -
Video update: Nordic Investment Grade
Read more
Anne Fauchet -
Video update: Nordic Flexible Bonds
Read more
Anne Fauchet -
Video update: Nordic High Yield
Read more
Mike Judith -
This is WHY Greenwashing is a Problem
Read more
Audun Wickstrand Iversen -
Why Energy-Costs could drop to zero
Read more
Audun Wickstrand Iversen, Isabelle Juillard Thompsen -
The European Union’s green transition: from words to action?
Read more
Audun Wickstrand Iversen, Isabelle Juillard Thompsen -
The Sea Affiliates to the Seventh Largest Economy in the World
Read more
Audun Wickstrand Iversen, Isabelle Juillard Thompsen -
The UN's Sustainability Goals are seen as guiding points for investments
Read more
Knut Johan Hellandsvik -
What to Expect for the Second Half of 2021
Read more
Janicke Scheele -
New law on supply chain transparency adopted in Parliament
Read more
Anne Fauchet -
Volkswagen is one of the best turnaround stories for the coming years
Read more
Hagen-Holger Apel -
Think Value First! - Why substance is also important for tech stocks
Read more
Terje Monsen -
Nordic cross-over
Read more
Janicke Scheele, Karl G. Høgtun -
The COVID-19 crisis has pushed social factors to the front of ESG discussions
Read more
Erling Haugan Kise -
Tech investing: Going from a stay-at-home to a reopening world
Read more
Audun Wickstrand Iversen -
Three companies that are changing our world
Read more
Christian Rom -
Green energy transition: Focus on long-term technological drivers
Read more
Ines Hansson -
The 5G mobile communications revolution: Who will be the winners?
Read more
Svein Aage Aanes -
Nordic High Yield: Roller coaster 2020 leaves a constructive outlook for 2021
Read more
Abishek Thepade -
Emerging Markets Outlook 2021
Read more
Daniel Berg, Lene Våge -
Great year for fallen angels
Read more
Audun Wickstrand Iversen -
A disruptive world full of opportunities
Read more
Laura Natumi McTavish -
ESG integration in fixed income: Norwegian utilities
Read more
Mikko Tuomas Ripatti -
Cheap streaming coming to an end
Read more
Svein Aage Aanes -
Nordic Fixed Income Outlook
Read more
Knut Johan Hellandsvik -
2021: From Lock-down to Re-opening
Read more
Janicke Scheele -
Dialogue remains key when it comes to ESG
Read more
Erling Haugan Kise -
Gaming all over the place
Read more
Laura Natumi McTavish -
ESG integration in fixed income: Norwegian banks
Read moreKnut Johan Hellandsvik, Svein Aage Aanes, Janicke Scheele -
Part 3 of series "Personal Insights": What we can expect in the future...
Read moreAnne Fauchet -
Three perspectives from three experts: Part 2: Why sustainability is so natural for us
Read moreAnne Fauchet -
Three perspectives from three experts: Part 1: How COVID-19 has changed the way we work
Read more
Ole Jakob Wold -
The world is new - here is how, but not why
Read more
Laura Natumi McTavish -
A lack of quality and transparency on ESG may have consequences for bond issuers
Read more
Erlend Fredriksen, CFA -
The China Debacle – Will the US Election Outcome Change Anything?
Read more
Ole Jakob Wold -
There’s something rotten in the Value vs Growth discussion
Read more
Kjell Morten Hjørnevik & Knut Bakkemyr -
DNB Financials Absolute Return as a part of the DNB Multi Asset umbrella
Read more
Laura Natumi McTavish -
Do companies with fossil fuel exposure have a place within green funds?
Read more
Ole Jakob Wold -
The Holy Grail in equity markets
Read more
Øyvind Fjell -
Nordic markets beat MSCI even in the Corona period
Read more
Mikko Tuomas Ripatti -
Telecommunications increasingly driving force for technology stocks
Read more
Mikko Tuomas Ripatti -
Why Apple should currently not be part of the portfolio
Read more
Helene Steen -
YOWO- You Only Wear Once
Read more
Hagen-Holger Apel -
It does not always have to be Big Tech
Read more
Erling Haugan Kise -
Are there tendencies to a Technology bubble?
Read more
Tarjei Lode -
VESTAS - It’s a win(d)er
Read more
Hans-Marius Lee Ludvigsen -
Stillfront: Right place, right time
Read more
Janicke Scheele -
Shareholder resolutions – One size does not fit all
Read more
Rune Sand -
Is the market going up or down? Health care is a good choice anyhow
Read more
Henry W. M. Repard -
COVID-19: Short term emissions reductions, long-term focus on social factors?
Read more
Christian Rom -
Delivering on environmental objectives through net potential avoided emissions
Read more
Terje Monsen -
Nordic Bonds – A well-developed market in a stable region
Read more
Jon Sigurdsen -
One man’s waste is another man’s treasure
Read more
Benedicte Bakke -
Biotechnology will shape human life going forward
Read more
Tarjei Lode -
ESG in the Nordics: Going green during market turmoil
Read more
Svein Aage Aanes -
Nordic high yield in the age of corona
Read more
Einar Johansen -
How sensitive is the Norwegian stock market to oil-price volatility?
Read more
Eirik Torbjørn Hauge -
The Corona Crisis – What’s on the other side?
Read more
Jon Sigurdsen -
Corona crisis: Green stimulus is part of the solution
Read more
Abishek Thepade -
China: Coronavirus Pandemic to Economic Recovery - and Beyond
Read more
Anette Hjertø -
5 reasons why the Norwegian market is in a liquidity squeeze
Read more
Erlend Fredriksen, CFA -
Selling stocks now? History objects!
Read more
Knut Bakkemyr -
How are you today, mr. Market?
Read more
Knut Johan Hellandsvik -
Stock Markets and COVID-19: How will this play out?
Read more
Ole Jakob Wold -
It's not Panic, but it is Fear
Read more
Henry W. M. Repard -
The labelling of ESG funds: is one standard enough?
Read more
Svein Aage Aanes -
COVID-19: Impacts on the Nordic High Yield Market
Read more
Ole Jakob Wold -
How to verify the Volatility Anomaly in global equities?
Read more
Erik Chr. Hannestad -
How do we design a robust systematic trend strategy?
Read more
Erlend Fredriksen, CFA -
Why did our Emerging Markets fund outperform in 2019?
Read more
Erik Chr. Hannestad -
Has the sun set for trend investing strategies?
Read more
Erik Chr. Hannestad -
What is trend investing, and why do we do it?
Read more
Hans-Marius Lee Ludvigsen -
Nordic small caps: Is the party over?
Read more
Audun Wickstrand Iversen -
Which companies will change the world?
Read more
Ole Jakob Wold -
2019: Equities in a stylish nutshell
Read more
Svein Aage Aanes -
Nordic High Yield: For which investors does it make sense?
Read more
Laura Natumi McTavish -
ESG: Being a responsible investor is no longer limited to excluding sin stocks
Read more
Lene Våge -
Fallen Angels: The last free lunch?
Read more
Ole Jakob Wold -
Why is a low risk portfolio such a great idea?
Read more
Laura Natumi McTavish -
Why should investors care about sustainability?
Read more
Svein Aage Aanes -
5 reasons to invest in Nordic High Yield in 2020
Read more
Erlend Fredriksen, CFA -
Pension reform done. Next on the agenda in Brazil: taxes!
Read more
Øyvind Fjell -
Why investing in the Nordics is a good idea
Read more
Lena Öberg -
Why allocating to absolute return strategies can benefit a portfolio of traditional assets
Read more
Erlend Fredriksen, CFA -
Chile and the World’s Most Expensive Subway Price Hike: A Lesson in the Intricacies of Global Risks
Read more
Jon Sigurdsen -
Reducing emissions provides new investment opportunities
Read more
Svein Aage Aanes -
The Maturation of a Market
Read more
Kristin Olausssen -
Responsible investments are high on our agenda
Read more
Hagen-Holger Apel -
DNB High Yield Update October 2019
Read more
Mikko Tuomas Ripatti -
DNB Fund Technology & DNB Fund TMT Absolute Return Update - September 2019
Read more
Jon Sigurdsen -
Market update – DNB Renewable Energy
Read more
Abishek Thepade -
Big bang reforms in India to revive the economy
Read more
Laura Natumi McTavish -
How do we work with gender equality and diversity in our investments?
Read more
Hagen-Holger Apel -
DNB High Yield Update September 2019
Read more
Svein Aage Aanes -
August comment on the Nordic economies
Read more
Laura Natumi McTavish -
The Amazon fires may impact our ambitions to limit climate change
Read moreHagen-Holger Apel -
DNB High Yield Update August 2019
Read more
Dr. Malte Kirchner -
Nordic markets are drawing investors' attention
Read more
Jon Sigurdsen -
Palm oil can be up to 40 times more polluting than diesel
Read more