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Nordic corporates have bet big and succeeded in sustainability – Can they keep it up? The Nordic countries are punching above their weight in sustainability, and so are Nordic corporates. In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Jonas Ankjaer discuss just how good companies are in this area, how it has evolved over time, and why there has been such a strong and successful focus. And looking ahead, could regulatory fatigue and the US culture war drive a lasting ESG backlash, or are companies in it for the long haul. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

*This podcast episode is in English* In this Nordea On Your Mind podcast, Johan Trocmé, Viktor Sonebäck and Kajsa Andersson discuss what has driven the hype for sustainability, why it is here to stay, and how their analysis clearly shows that it pays off through superior financial performance. They also make sense of ESG ratings, which are the natural tool for measuring a company’s sustainability, but a rapidly evolving area with many providers with different approaches. See connected article from Nordea On Your Mind here: https://insights.nordea.com/en/sustainability/esg-reaping-the-rewards/ Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Lyssna till ett samtal mellan chefekonom Annika Winsth och senioranalytiker Susanne Spector där de svenska regioners olika förutsättningar diskuteras. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Finansmarknadernas funktionssätt och dess aktörer påverkas. Lyssna till ett samtal mellan chefekonom Annika Winsth och räntestrateg Mats Hydén om hur och vad konsekvenserna kan bli. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

-- This episode is in English -- Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk with Adam Schatz, CEO of DIY and Home Furnishing e-tailer BHG Group, about the explosion in online shopping triggered by the COVID-19 pandemic. Will changes in consumer behaviour be permanent, and how do online and bricks-and-mortar retailers need to respond? What will be needed to succeed? You find more episodes from Nordea On Your Mind on the podcast, Nordea Markets Insights Global. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Lyssna till ett samtal där Nordeas chefekonom Annika Winsth och chefanalytiker Torbjörn Isaksson samtalar om global och svensk inflation i kölvattnet av extrema stimulanser och vaccinering som öppnar för påtaglig återhämtning.

Rekordpriser på bostadsmarknaden. Är det rimligt och vad kan vi förvänta innevarande år? Lyssna till ett samtal mellan Nordeas chefekonom Annika Winsth och Michael Skytt, Senior Advisor på Nordea Hypotek. Vi ber om ursäkt för försämrad ljudkvalité i början av avsnittet. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Det är knappt tre veckor kvar till Brexit. Blir det ett avtal och isåfall hur påverkar det svenska företag? Lyssna till ett samtal med Nordeas chefekonom Annika Winsth och Anna Stellinger, Internationell chef på Svenkt Näringsliv. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Expansiv penningpolitik och vaccin runt hörnet har fått aktiemarknader att slå rekord. Kan börserna fortsätta upp från redan höga nivåer och i så fall av vilka skäl? Lyssna till ett samtal mellan Annika Winsth chefekonom och Arvid Böhm aktiestrateg på Nordea. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Påtagligt sänkt inkomstskatt, ett ordentligt omtag om fastighetsskatten och enhetlig moms är några förslag. Klas Eklund har på uppdrag av ESO, en expertgrupp under Finansdepartementet, lagt fram ett reformförslag. Lyssna till ett samtal mellan Annika Winsth och Klas Eklund där såväl syfte som utmaningar och möjligheter diskuteras. Ta del av rapporten 'Vårt framtida skattesystem – en ESO-rapport med förslag på en genomgripande skattereform' av Klas Eklund, Senior Economist på Mannheimer Swartling Advokatbyrå, här: https://eso.expertgrupp.se/ Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Jan Hallenberg forskningsledare på Utrikespolitiska Institutet ger sin syn på hur de båda presidentkandidaterna kan tänkas se på Europa samt reflekterar över risker och konsekvenser av ett osäkert valresultat. Lyssna till ett samtal mellan Jan Hallenberg och Annika Winsth Nordeas chefekonom. Vill du läsa mer om det amerikanska valsystemet, besök Utrikespolitiska Institutet hemsida: https://www.ui.se/landguiden/lander-och-omraden/nordamerika/usa/politiskt-system/ Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

Lyssna till Nordea Markets Insights podcast första avsnitt för hösten 2020 med Nordeas chefsekonom Annika Winsth och Arbetsförmedlingens analysdirektör Annika Sundén. Disclaimer: All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid as of the stated publication date and are subject to change without notice. The podcast is intended only to provide general and preliminary information to investors and shall not be construed as the basis for any investment decision. This publication or report has been prepared by Nordea Markets as general information for private use of investors to whom the publication or report has been distributed, but it is not intended as a personal recommendation of particular financial instruments or strategies and thus it does not provide individually tailored investment advice, and does not take into account the individual investor’s particular financial situation, existing holdings or liabilities, investment knowledge and experience, investment objective and horizon or risk profile and preferences. The investor must particularly ensure the suitability of an investment as regards his/her financial and fiscal situation and investment objectives. The investor bears the risk of losses in connection with an investment. Before acting on any information in this publication or report, it is recommendable to consult one’s financial advisor.

How do corporate borrowers benefit from having a credit rating? When is it worth the effort and expense? Viktor Sonebäck and Johan Trocmé talk about findings from their new Nordea On Your Mind report ‘The case for a credit rating’, describing what credit ratings are and what they are not, and how we can quantify when they actually pay for themselves, in addition to giving borrowers access to more and longer-dated funding.

In our previous NOYM report ‘Coronavirus and supply chains’ from 5 March, we highlighted risks to the economy in the event of further spread and resulting containment efforts. This is now reality. We revisit the topic and look more closely at how Nordic corporates will be affected, with a massive profit and cash flow slump in Q2, how they should secure liquidity, funding and equity to get through the crisis, and how they will need to rethink they global supply chains and footprints.

Centralbanker och politiker gör vad de kan för att stötta ändå fortsätter börserna bara ned. Vad kan vi förvänta framöver och vad kan få marknaderna att stabiliseras? Lyssna till ett samtal mellan chefsekonom Annika Winsth och Arvid Böhm, aktiestrateg på Nordea.