SEB: Investment Outlook: Springtime for equities
(Thomson Reuters ONE) -
SEB's assessment is that a new, sustainable phase has begun with regard to
upward-trending share prices. The market checklist for this is in the process of
being fulfilled: The economic outlook is gradually providing opportunities for a
positive direction, market valuations are reasonable and there is increasingly
good liquidity in the market. This is the main theme of SEB's quarterly
Investment Outlook report.
Given the prevailing very high risk premium on equities, there is a higher than
normal probability that equities will provide historically good returns from
their current price levels. Given the prevailing very low risk premium on bonds,
there is also a higher than normal probability that bonds will provide
historically poor returns from their current price levels.
"Yet it is important that investors focus not only on the 'old' industrialised
countries of the OECD, but also include the significantly faster-growing
emerging market (EM) sphere in their world view," says Hans Peterson, Chief
Investment Officer at SEB Private Banking.
Investment Outlook also ranks which geographic markets are the most attractive
to invest in. At this stage, Asia - with a focus on China - is the most
attractive as a primary growth investment. Less developed markets such as
Indonesia, Thailand and Malaysia may be of interest, along with Eastern Europe.
"Depending on what investors are aiming for - capital preservation or growth -
it is important to compose portfolios properly. We are increasing our exposure
to cyclical sectors such as industrials, commodities and consumer products. We
are also boosting the percentage of our holdings in the 'healthy' parts of
Europe such as Germany and the Nordic countries," Mr Peterson says.
Investment Outlook gives readers an in-depth look at the investment climate and
the prospects for seven asset classes. It also provides advice about current
risks and opportunities in the art of investing. The report can be read in its
entirety at http://newsroom.sebgroup.com/en.
+------------------------------------+-----------------------------------------+
|For further information, please |Press contact: |
|contact: |Claes Eliasson, Press & PR, SEB |
|Hans Peterson, Global Head of |+46 76 396 53 19 |
|Investment Strategy, |claes.eliasson(at)seb.se |
|+46 8 763 69 21 | |
|Lars Gunnar Aspman, Global Head of | |
|Macro Strategy, +46 8 763 69 75 | |
+------------------------------------+-----------------------------------------+
|SEB is a leading Nordic financial services group. As a relationship bank, SEB |
|in Sweden and the Baltic countries offers financial advice and a wide range of|
|other financial services. In Denmark, Finland, Norway and Germany the bank's |
|operations have a strong focus on corporate and investment banking based on a |
|full-service offering to corporate and institutional clients. The |
|international nature of SEB's business is reflected in its presence in some |
|20 countries worldwide. On December 31, 2012, the Group's total assets |
|amounted to SEK 2,453 billion while its assets under management totalled |
|SEK 1,328 billion. The Group has about 16,500 employees. Read more about SEB |
|at www.sebgroup.com. |
+------------------------------------------------------------------------------+
Investment Outlook:
http://hugin.info/1208/R/1682998/550678.pdf
Press release:
http://hugin.info/1208/R/1682998/550684.pdf
This announcement is distributed by Thomson Reuters on behalf of
Thomson Reuters clients. The owner of this announcement warrants that:
(i) the releases contained herein are protected by copyright and
other applicable laws; and
(ii) they are solely responsible for the content, accuracy and
originality of the information contained therein.
Source: SEB via Thomson Reuters ONE
[HUG#1682998]
Unternehmensinformation / Kurzprofil:
Datum: 05.03.2013 - 10:01 Uhr
Sprache: Deutsch
News-ID 235867
Anzahl Zeichen: 4704
contact information:
Town:
STOCKHOLM
Kategorie:
Business News
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