Macro Matters

Informações:

Synopsis

Welcome to Nordea Asset Management's Macro Matters podcast.Aired twice each month, our Senior Macro Strategist, Sebastien Galy, keeps you updated by sharing his views on the global economy.

Episodes

  • Morning Espresso with Jeremy Anagnos - 15.07.2020 (SPA)- Sólo para inversores profesionales

    15/07/2020 Duration: 31min

    Sólo para inversores profesionales Morning Espresso - 15.07.2020 Guest speaker: Jeremy Anagnos - Lead PM of Nordea's Global Listed Infrastructure Strategy and CIO, Listed Infrastructure CBRE Clarion Topic: Find out why listed infrastructure should be a cornerstone of your portfolio. Disclaimer: Los subfondos citados forman parte de la SICAV Nordea 1, una sociedad de inversión colectiva de capital variable luxemburguesa (Société d’Investissement à Capital Variable) constituida y debidamente autorizada conforme a las leyes de Luxemburgo, de acuerdo con lo establecido en la Directiva Europea 2009/65/CE del 13 de julio de 2009. El presente Podcast es material publicitario y no divulga toda la información relevante relativa a los subfondos. Cualquier decisión de inversión en los subfondos deberá realizarse sobre la base de la información contenida en el último folleto informativo y del Documento de Datos Fundamentales para el Inversor (KIID) actualizado, que se pueden solicitar de forma gratuita, junto con el úl

  • Morning Espresso with Joseph Cantwell - 08.07.2020 (SPA)- Sólo para inversores profesionales

    08/07/2020 Duration: 27min

    Sólo para inversores profesionales Morning Espresso - 08.07.2020 Guest speaker: Joseph Cantwell - Co-Head of the Global Fixed Income Group at Mackay Shields, PM of Nordea's US Corporate Bond Strategy Topic: Find out why US Corporate Credit still offers attractive opportunities. Disclaimer: Los subfondos citados forman parte de la SICAV Nordea 1, una sociedad de inversión colectiva de capital variable luxemburguesa (Société d’Investissement à Capital Variable) constituida y debidamente autorizada conforme a las leyes de Luxemburgo, de acuerdo con lo establecido en la Directiva Europea 2009/65/CE del 13 de julio de 2009. El presente Podcast es material publicitario y no divulga toda la información relevante relativa a los subfondos. Cualquier decisión de inversión en los subfondos deberá realizarse sobre la base de la información contenida en el último folleto informativo y del Documento de Datos Fundamentales para el Inversor (KIID) actualizado, que se pueden solicitar de forma gratuita, junto con el último

  • Morning Espresso with Joseph Cantwell - 08.07.2020 (ITA)- Solo per investitori professionali

    08/07/2020 Duration: 27min

    Solo per investitori professionali Morning Espresso - 08.07.2020 Guest speaker: Joseph Cantwell - Co-Head of the Global Fixed Income Group at Mackay Shields, PM of Nordea's US Corporate Bond Strategy Topic: Find out why US Corporate Credit still offers attractive opportunities. Disclaimer: I comparti citati fanno parte di Nordea 1, SICAV, una società di investimento a capitale variabile (Société d'Investissement à Capital Variable) con sede in Lussemburgo, costituita validamente ed in esistenza in conformità alle leggi in vigore in Lussemburgo e alla direttiva n. 2009/65/CE del 13 luglio 2009. Il presente podcast contiene materiale pubblicitario e potrebbe non fornire tutte le informazioni rilevanti rispetto al/i fondo/i presentato/i. Gli investimenti riguardanti i fondi Nordea devono essere effettuati sulla base del Prospetto informativo e del Documento contenente le informazioni chiave per gli investitori (KIID), che sono disponibili sul sito internet www.nordea.it, insieme alle relazioni semestrali e ann

  • Morning Espresso with Joseph Cantwell - 08.07.2020 - For professional investors only

    08/07/2020 Duration: 27min

    For professional investors only Morning Espresso - 08.07.2020 Guest speaker: Joseph Cantwell - Co-Head of the Global Fixed Income Group at Mackay Shields, PM of Nordea's US Corporate Bond Strategy Topic: Find out why US Corporate Credit still offers attractive opportunities. Disclaimer: The sub-funds mentioned are part of Nordea 1, SICAV, an open-ended Luxembourg-based investment company (Société d'Investissement à Capital Variable), validly formed and existing in accordance with the laws of Luxembourg and with European Council Directive 2009/65/EC of 13 July 2009. This podcast is advertising material and does not disclose all relevant information concerning the presented sub-funds. Any investment decision in the sub-funds should be made on the basis of the current prospectus and the Key Investor Information Document (KIID), which are available, along with the current annual and semi-annual reports, electronically in English and in the local language of the market where the mentioned SICAV is authorised for

  • Morning Espresso with Thede Rüst - 01.07.2020 (ITA)- Solo per investitori professionali

    01/07/2020 Duration: 32min

    Solo per investitori professionali Morning Espresso - 01.07.2020 Guest speaker: Thede Rüst - Head of Emerging Markets Debt at Nordea Asset Management Topic: ESG in EM Fixed Income, unlocking the hidden value Disclaimer: I comparti citati fanno parte di Nordea 1, SICAV, una società di investimento a capitale variabile (Société d'Investissement à Capital Variable) con sede in Lussemburgo, costituita validamente ed in esistenza in conformità alle leggi in vigore in Lussemburgo e alla direttiva n. 2009/65/CE del 13 luglio 2009. Il presente podcast contiene materiale pubblicitario e potrebbe non fornire tutte le informazioni rilevanti rispetto al/i fondo/i presentato/i. Gli investimenti riguardanti i fondi Nordea devono essere effettuati sulla base del Prospetto informativo e del Documento contenente le informazioni chiave per gli investitori (KIID), che sono disponibili sul sito internet www.nordea.it, insieme alle relazioni semestrali e annuali, e ad ogni altra documentazione d'offerta. Tale documentazione, si

  • Morning Espresso with Thede Rüst - 01.07.2020 - For professional investors only

    01/07/2020 Duration: 32min

    For professional investors only Morning Espresso - 01.07.2020 Guest speaker: Thede Rüst - Head of Emerging Markets Debt at Nordea Asset Management Topic: ESG in EM Fixed Income, unlocking the hidden value Disclaimer: The sub-funds mentioned are part of Nordea 1, SICAV, an open-ended Luxembourg-based investment company (Société d'Investissement à Capital Variable), validly formed and existing in accordance with the laws of Luxembourg and with European Council Directive 2009/65/EC of 13 July 2009. This podcast is advertising material and does not disclose all relevant information concerning the presented sub-funds. Any investment decision in the sub-funds should be made on the basis of the current prospectus and the Key Investor Information Document (KIID), which are available, along with the current annual and semi-annual reports, electronically in English and in the local language of the market where the mentioned SICAV is authorised for distribution-, without charge upon request from Nordea Investment Fund

  • Morning Espresso with Thede Rüst - 01.07.2020 (SPA)- Sólo para inversores profesionales

    01/07/2020 Duration: 32min

    Sólo para inversores profesionales Morning Espresso - 01.07.2020 Guest speaker: Thede Rüst - Head of Emerging Markets Debt at Nordea Asset Management Topic: ESG in EM Fixed Income, unlocking the hidden value Disclaimer: Los subfondos citados forman parte de la SICAV Nordea 1, una sociedad de inversión colectiva de capital variable luxemburguesa (Société d’Investissement à Capital Variable) constituida y debidamente autorizada conforme a las leyes de Luxemburgo, de acuerdo con lo establecido en la Directiva Europea 2009/65/CE del 13 de julio de 2009. El presente Podcast es material publicitario y no divulga toda la información relevante relativa a los subfondos. Cualquier decisión de inversión en los subfondos deberá realizarse sobre la base de la información contenida en el último folleto informativo y del Documento de Datos Fundamentales para el Inversor (KIID) actualizado, que se pueden solicitar de forma gratuita, junto con el último informe anual y semestral, en versión electrónica en inglés y en el idi

  • Morning Espresso with Luke Browne - 17.06.2020 (ITA)- Solo per investitori professionali

    17/06/2020 Duration: 33min

    Solo per investitori professionali Morning Espresso - 17.06.2020 Guest speaker: Luke Brown - Head of Asset Allocation, Asia at Manulife Investment Management Topic: Find out about the opportunities in Chinese equities and fixed income post COVID-19 Disclaimer: I comparti citati fanno parte di Nordea 1, SICAV, una società di investimento a capitale variabile (Société d'Investissement à Capital Variable) con sede in Lussemburgo, costituita validamente ed in esistenza in conformità alle leggi in vigore in Lussemburgo e alla direttiva n. 2009/65/CE del 13 luglio 2009. Il presente podcast contiene materiale pubblicitario e potrebbe non fornire tutte le informazioni rilevanti rispetto al/i fondo/i presentato/i. Gli investimenti riguardanti i fondi Nordea devono essere effettuati sulla base del Prospetto informativo e del Documento contenente le informazioni chiave per gli investitori (KIID), che sono disponibili sul sito internet www.nordea.it, insieme alle relazioni semestrali e annuali, e ad ogni altra document

  • Morning Espresso with Luke Browne - 17.06.2020 (SPA)- Sólo para inversores profesionales

    17/06/2020 Duration: 33min

    Sólo para inversores profesionales Morning Espresso - 17.06.2020 Guest speaker: Luke Brown - Head of Asset Allocation, Asia at Manulife Investment Management Topic: Find out about the opportunities in Chinese equities and fixed income post COVID-19 Disclaimer: Los subfondos citados forman parte de la SICAV Nordea 1, una sociedad de inversión colectiva de capital variable luxemburguesa (Société d’Investissement à Capital Variable) constituida y debidamente autorizada conforme a las leyes de Luxemburgo, de acuerdo con lo establecido en la Directiva Europea 2009/65/CE del 13 de julio de 2009. El presente Podcast es material publicitario y no divulga toda la información relevante relativa a los subfondos. Cualquier decisión de inversión en los subfondos deberá realizarse sobre la base de la información contenida en el último folleto informativo y del Documento de Datos Fundamentales para el Inversor (KIID) actualizado, que se pueden solicitar de forma gratuita, junto con el último informe anual y semestral, en

  • Morning Espresso with Luke Browne - 17.06.2020 - For professional investors only

    17/06/2020 Duration: 33min

    For professional investors only Morning Espresso - 17.06.2020 Guest speaker: Luke Brown - Head of Asset Allocation, Asia at Manulife Investment Management Topic: Find out about the opportunities in Chinese equities and fixed income post COVID-19 Disclaimer: The sub-funds mentioned are part of Nordea 1, SICAV, an open-ended Luxembourg-based investment company (Société d'Investissement à Capital Variable), validly formed and existing in accordance with the laws of Luxembourg and with European Council Directive 2009/65/EC of 13 July 2009. This podcast is advertising material and does not disclose all relevant information concerning the presented sub-funds. Any investment decision in the sub-funds should be made on the basis of the current prospectus and the Key Investor Information Document (KIID), which are available, along with the current annual and semi-annual reports, electronically in English and in the local language of the market where the mentioned SICAV is authorised for distribution-, without charge

  • Morning Espresso with Johan Swahn - 10.06.2020 (ITA)- Solo per investitori professionali

    10/06/2020 Duration: 30min

    Solo per investitori professionali Morning Espresso - 10.06.2020 Guest speaker: Johan Swahn - Portfolio Manager of Nordea's Global Stars Equity Strategy Topic: Find out how COVID-19 has impacted ESG investing - part 2 Disclaimer: I comparti citati fanno parte di Nordea 1, SICAV, una società di investimento a capitale variabile (Société d'Investissement à Capital Variable) con sede in Lussemburgo, costituita validamente ed in esistenza in conformità alle leggi in vigore in Lussemburgo e alla direttiva n. 2009/65/CE del 13 luglio 2009. Il presente podcast contiene materiale pubblicitario e potrebbe non fornire tutte le informazioni rilevanti rispetto al/i fondo/i presentato/i. Gli investimenti riguardanti i fondi Nordea devono essere effettuati sulla base del Prospetto informativo e del Documento contenente le informazioni chiave per gli investitori (KIID), che sono disponibili sul sito internet www.nordea.it, insieme alle relazioni semestrali e annuali, e ad ogni altra documentazione d'offerta. Tale document

  • Morning Espresso with Johan Swahn - 10.06.2020 (SPA)- Sólo para inversores profesionales

    10/06/2020 Duration: 30min

    Sólo para inversores profesionales Morning Espresso - 10.06.2020 Guest speaker: Johan Swahn - Portfolio Manager of Nordea's Global Stars Equity Strategy Topic: Find out how COVID-19 has impacted ESG investing - part 2 Disclaimer: Los subfondos citados forman parte de la SICAV Nordea 1, una sociedad de inversión colectiva de capital variable luxemburguesa (Société d’Investissement à Capital Variable) constituida y debidamente autorizada conforme a las leyes de Luxemburgo, de acuerdo con lo establecido en la Directiva Europea 2009/65/CE del 13 de julio de 2009. El presente Podcast es material publicitario y no divulga toda la información relevante relativa a los subfondos. Cualquier decisión de inversión en los subfondos deberá realizarse sobre la base de la información contenida en el último folleto informativo y del Documento de Datos Fundamentales para el Inversor (KIID) actualizado, que se pueden solicitar de forma gratuita, junto con el último informe anual y semestral, en versión electrónica en inglés y

  • Morning Espresso with Johan Swahn - 10.06.2020 - For professional investors only

    10/06/2020 Duration: 30min

    For professional investors only Morning Espresso - 10.06.2020 Guest speaker: Johan Swahn - Portfolio Manager of Nordea's Global Stars Equity Strategy Topic: Find out how COVID-19 has impacted ESG investing - part 2 Disclaimer: The sub-funds mentioned are part of Nordea 1, SICAV, an open-ended Luxembourg-based investment company (Société d'Investissement à Capital Variable), validly formed and existing in accordance with the laws of Luxembourg and with European Council Directive 2009/65/EC of 13 July 2009. This podcast is advertising material and does not disclose all relevant information concerning the presented sub-funds. Any investment decision in the sub-funds should be made on the basis of the current prospectus and the Key Investor Information Document (KIID), which are available, along with the current annual and semi-annual reports, electronically in English and in the local language of the market where the mentioned SICAV is authorised for distribution-, without charge upon request from Nordea Inves

  • Morning Espresso with Eric Pedersen - 03.06.2020(ITA)- Solo per investitori professionali

    03/06/2020 Duration: 39min

    Solo per investitori professionali Morning Espresso - 03.06.2020 Guest speaker: Eric Pedersen - Head of Responsible Investments at Nordea Asset Management Topic: Find out how COVID-19 has impacted ESG investing Disclaimer: I comparti citati fanno parte di Nordea 1, SICAV, una società di investimento a capitale variabile (Société d'Investissement à Capital Variable) con sede in Lussemburgo, costituita validamente ed in esistenza in conformità alle leggi in vigore in Lussemburgo e alla direttiva n. 2009/65/CE del 13 luglio 2009. Il presente podcast contiene materiale pubblicitario e potrebbe non fornire tutte le informazioni rilevanti rispetto al/i fondo/i presentato/i. Gli investimenti riguardanti i fondi Nordea devono essere effettuati sulla base del Prospetto informativo e del Documento contenente le informazioni chiave per gli investitori (KIID), che sono disponibili sul sito internet www.nordea.it, insieme alle relazioni semestrali e annuali, e ad ogni altra documentazione d'offerta. Tale documentazione,

  • Morning Espresso with Thomas Sørensen - 13.05.2020 - For professional investors only

    13/05/2020 Duration: 33min

    For professional investors only Morning Espresso - 13.05.2020 Guest speaker: Thomas Sørensen, PM of Nordea’s Global Climate and Environment Strategy Topic: Find out why Climate Solutions still make sense. Disclaimer: The sub-funds mentioned are part of Nordea 1, SICAV, an open-ended Luxembourg-based investment company (Société d'Investissement à Capital Variable), validly formed and existing in accordance with the laws of Luxembourg and with European Council Directive 2009/65/EC of 13 July 2009. This podcast is advertising material and does not disclose all relevant information concerning the presented sub-funds. Any investment decision in the sub-funds should be made on the basis of the current prospectus and the Key Investor Information Document (KIID), which are available, along with the current annual and semi-annual reports, electronically in English and in the local language of the market where the mentioned SICAV is authorised for distribution-, without charge upon request from Nordea Investment Fund

page 11 from 11