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

  • NAM Talks - How To Manage Inflation Risk In Your Portfolio In 2022?-For professional investors only

    26/01/2022 Duration: 20min

    For professionals only NAM talks Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transaction or to participate in any particular trading strategy. This podcast is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instruments or to participate to any such trading strategy. Any such offering may be made only by an Offering Memorandum, or any similar contractual arrangement. This podcast is furnished on a co

  • NAM Talks - ¿Debería Preocuparse Por La Inflación? (SPA) - Sólo para inversores profesionales

    15/12/2021 Duration: 25min

    Sólo para inversores profesionales Disclaimer: Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a proporcionar información sobre las capacidades específicas de Nordea. El presente podcast (cualquier opinión u opiniones expresadas) no representa asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar o liquidar cualquier transacción ni participar en alguna estrategia de negociación en particular. Este podcast no es una oferta de compra o venta, ni una solicitud de una oferta para comprar o vender ningún valor o instrumento o participar en cualquier estrategia comercial. Dicha oferta solo podrá efectuarse mediante un memorándum de oferta o cualquier otro

  • NAM Talks - Dovresti Preoccuparti Dell’inflazione?(ITA) - Solo per investitori professionali

    15/12/2021 Duration: 25min

    Solo per investitori professionali Disclaimer: Nordea Asset Management è il nome funzionale delle attività di asset management svolte dalle persone giuridiche, Nordea Investment Funds S.A. e Nordea Investment Management AB ("Entità Legali") e le loro filiali e succursali. Il presente podcast è materiale pubblicitario e ha lo scopo di fornire al lettore informazioni su specifiche capacità di Nordea. Il presente podcast (ed eventuali pareri o opinioni ivi contenute) non costituisce una consulenza d’investimento e non costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trading. Questo podcast non costituisce un'offerta né una sollecitazione di un’offerta ad acquistare o vendere titoli o strumenti o a partecipare a tale strategia di trading. Eventuali offerte di questo tipo possono essere effettuate esclusivamente mediante un Memorandum di offert

  • NAM Talks - Should You Worry About Inflation? Not Necessarily - For professional investors only

    15/12/2021 Duration: 25min

    For professionals only NAM talks Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transaction or to participate in any particular trading strategy. This podcast is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instruments or to participate to any such trading strategy. Any such offering may be made only by an Offering Memorandum, or any similar contractual arrangement. This podcast is furnished on a co

  • NAM Talks - COP26- Net Zero At NAM (ITA) - Solo Per Investitori Professionali

    10/11/2021 Duration: 19min

    Solo per investitori professionali NAM talks - 10.11.2021 Disclaimer: Nordea Asset Management è il nome funzionale delle attività di asset management svolte dalle persone giuridiche, Nordea Investment Funds S.A. e Nordea Investment Management AB ("Entità Legali") e le loro filiali e succursali. Il presente podcast è materiale pubblicitario e ha lo scopo di fornire al lettore informazioni su specifiche capacità di Nordea. Il presente podcast (ed eventuali pareri o opinioni ivi contenute) non costituisce una consulenza d’investimento e non costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trading. Questo podcast non costituisce un'offerta né una sollecitazione di un’offerta ad acquistare o vendere titoli o strumenti o a partecipare a tale strategia di trading. Eventuali offerte di questo tipo possono essere effettuate esclusivamente mediante

  • NAM Talks - COP26- Net Zero At NAM (SPA) - Sólo Para Inversores Profesionales

    10/11/2021 Duration: 19min

    Sólo para inversores profesionales NAM talks - 10.11.2021 Disclaimer: Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a proporcionar información sobre las capacidades específicas de Nordea. El presente podcast (cualquier opinión u opiniones expresadas) no representa asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar o liquidar cualquier transacción ni participar en alguna estrategia de negociación en particular. Este podcast no es una oferta de compra o venta, ni una solicitud de una oferta para comprar o vender ningún valor o instrumento o participar en cualquier estrategia comercial. Dicha oferta solo podrá efectuarse mediante un memorándum de

  • NAM Talks - COP26- Net Zero At NAM - For professional investors only

    10/11/2021 Duration: 19min

    For professionals only NAM talks Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transaction or to participate in any particular trading strategy. This podcast is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instruments or to participate to any such trading strategy. Any such offering may be made only by an Offering Memorandum, or any similar contractual arrangement. This podcast is furnished on a co

  • NAM Talks - Sei pronto per MiFID e ESG? (ITA) - Solo Per Investitori Professionali

    20/10/2021 Duration: 16min

    Solo per investitori professionali NAM talks - 20.10.2021 Disclaimer: Nordea Asset Management è il nome funzionale delle attività di asset management svolte dalle persone giuridiche, Nordea Investment Funds S.A. e Nordea Investment Management AB ("Entità Legali") e le loro filiali e succursali. Il presente podcast è materiale pubblicitario e ha lo scopo di fornire al lettore informazioni su specifiche capacità di Nordea. Il presente podcast (ed eventuali pareri o opinioni ivi contenute) non costituisce una consulenza d’investimento e non costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trading. Questo podcast non costituisce un'offerta né una sollecitazione di un’offerta ad acquistare o vendere titoli o strumenti o a partecipare a tale strategia di trading. Eventuali offerte di questo tipo possono essere effettuate esclusivamente mediante

  • NAM Talks - Are You Ready For MiFID And ESG - For Professional Investors Only

    20/10/2021 Duration: 16min

    For professionals only NAM talks Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transaction or to participate in any particular trading strategy. This podcast is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instruments or to participate to any such trading strategy. Any such offering may be made only by an Offering Memorandum, or any similar contractual arrangement. This podcast is furnished on a co

  • NAM talks - Nordea's North American Stars Equity Strategy - For professional investors only

    22/09/2021 Duration: 20min

    For professionals only NAM talks Disclaimer: Nordea Asset Management is the functional name of the asset management business conducted by the legal entities Nordea Investment Funds S.A. and Nordea Investment Management AB (“the Legal Entities”) and their branches and subsidiaries. This podcast is advertising material and is intended to provide the reader with information on Nordea’s specific capabilities. This podcast (or any views or opinions expressed in this podcast) does not amount to an investment advice nor does it constitute a recommendation to invest in any financial product, investment structure or instrument, to enter into or unwind any transaction or to participate in any particular trading strategy. This podcast is not an offer to buy or sell, or a solicitation of an offer to buy or sell any security or instruments or to participate to any such trading strategy. Any such offering may be made only by an Offering Memorandum, or any similar contractual arrangement. This podcast is furnished on a co

  • NAM talks - Nordea's North American Stars Equity Strategy(ITA)- Solo per investitori professionali

    22/09/2021 Duration: 20min

    Solo per investitori professionali NAM talks - 22.09.2021 Guest speaker: Joakim Ahlberg – Lead PM of Nordea’s North American Stars Equity Strategy Philip Wrangberg – Senior ESG Analyst at Nordea Asset Management Disclaimer: Nordea Asset Management è il nome funzionale delle attività di asset management svolte dalle persone giuridiche, Nordea Investment Funds S.A. e Nordea Investment Management AB ("Entità Legali") e le loro filiali e succursali. Il presente podcast è materiale pubblicitario e ha lo scopo di fornire al lettore informazioni su specifiche capacità di Nordea. Il presente podcast (ed eventuali pareri o opinioni ivi contenute) non costituisce una consulenza d’investimento e non costituisce una raccomandazione all'investimento in particolari prodotti, strumenti o strutture d'investimento, all'apertura o alla chiusura di qualsivoglia operazione o alla partecipazione a una particolare strategia di trading. Questo podcast non costituisce un'offerta né una sollecitazione di un’offerta ad acquistare o

  • NAM talks - Nordea's North American Stars Equity Strategy (SPA)- Sólo para inversores profesionales

    22/09/2021 Duration: 20min

    Sólo para inversores profesionales NAM talks - 22.09.2021 Guest speaker: Joakim Ahlberg – Lead PM of Nordea’s North American Stars Equity Strategy Philip Wrangberg – Senior ESG Analyst at Nordea Asset Management Disclaimer: Nordea Asset Management es el nombre funcional del negocio de gestión de activos que llevan a cabo las entidades jurídicas, Nordea Investment Funds S.A. y Nordea Investment Management AB ("Entidades Legales") y sus sucursales y filiales. El presente podcast es material publicitario y está destinado a proporcionar información sobre las capacidades específicas de Nordea. El presente podcast (cualquier opinión u opiniones expresadas) no representa asesoramiento de inversión, y no constituye una recomendación para invertir en cualquier producto financiero, estructura o instrumento de inversión ni para formalizar o liquidar cualquier transacción ni participar en alguna estrategia de negociación en particular. Este podcast no es una oferta de compra o venta, ni una solicitud de una oferta para

  • Morning Espresso With Thomas, Henning and Solène (ITA) - Solo per investitori professionali

    07/07/2021 Duration: 20min

    Solo per investitori professionali Morning Espresso - 07.07.2021 Guest speaker: Thomas Sørensen and Henning Padberg, Portfolio Managers of the Global Climate and Social Impact Strategy, and Solène Eveillard, Impact Analyst Topic - Come investire nella Inclusive Green Economy 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 annu

  • Morning Espresso With Thomas, Henning and Solène (SPA)- Sólo para inversores profesionales

    07/07/2021 Duration: 20min

    Sólo para inversores profesionales Morning Espresso - 07.07.2021 Guest speaker: Thomas Sørensen and Henning Padberg, Portfolio Managers of the Global Climate and Social Impact Strategy, and Solène Eveillard, Impact Analyst. Topic - Cómo invertir en Economía Verde Inclusiva 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 in

  • Morning Espresso with Thomas, Henning and Solène - 07.07.2021 - For professional investors only

    07/07/2021 Duration: 20min

    For professional investors only Morning Espresso - 07.07.2021 Guest speaker: Thomas Sørensen and Henning Padberg, Portfolio Managers of the Global Climate and Social Impact Strategy, and Solène Eveillard, Impact Analyst Topic: How to invest in an Inclusive Green Economy 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 di

  • Morning Espresso With Laurent and Sébastien - 30.06.2021 (ITA) - Solo per investitori professionali

    30/06/2021 Duration: 20min

    Solo per investitori professionali Morning Espresso - 30.06.2021 Guest speaker: Laurent Gorgemans, Global Head of Product Management, and Sébastien Galy, Senior Macro Economist di Nordea Asset Management Topic - L'inflazione è tornata sotto I riflettori 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 d

  • Morning Espresso With Laurent and Sébastien 30.06.2021 (SPA)- Sólo para inversores profesionales

    30/06/2021 Duration: 20min

    Sólo para inversores profesionales Morning Espresso - 30.06.2021 Guest speaker: Laurent Gorgemans, Global Head of Product Management, and Sébastien Galy, Senior Macro Economist en Nordea Asset Management Topic - La inflación de nuevo en el punto de mira 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 semes

  • Morning Espresso with Laurent and Sébastien - 30.06.2021 - For professional investors only

    30/06/2021 Duration: 20min

    For professional investors only Morning Espresso - 30.06.2021 Guest speaker: Laurent Gorgemans, Global Head of Product Management, and Sébastien Galy, Senior Macro Economist at Nordea Asset Management Topic: Inflation back in the spotlight 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

  • Morning Espresso with Laurent and Sébastien - 30.06.2021 - For professional investors only

    30/06/2021 Duration: 20min

    For professional investors only Morning Espresso - 30.06.2021 Guest speaker: Laurent Gorgemans, Global Head of Product Management, and Sébastien Galy, Senior Macro Economist at Nordea Asset Management Topic: Inflation back in the spotlight 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

  • Morning Espresso with Laurent and Sébastien - 30.06.2021 - For professional investors only

    30/06/2021 Duration: 20min

    For professional investors only Morning Espresso - 30.06.2021 Guest speaker: Laurent Gorgemans, Global Head of Product Management, and Sébastien Galy, Senior Macro Economist at Nordea Asset Management Topic: Inflation back in the spotlight 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 upo

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