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 - Climate Engagement Hot Takes

    15/11/2023 Duration: 12min

    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 - Driving Change To Reap Returns

    20/09/2023 Duration: 24min

    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 - Inflation busting returns?

    28/06/2023 Duration: 13min

    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

  • L’importanza Dell’engagement – Episodio 4 L’engagement Tematico

    12/06/2023 Duration: 05min

    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 offerta

  • L’importanza Dell’engagement – Episodio 3 Engagement Basato Su Violazione Di Norme O Incidenti

    06/06/2023 Duration: 06min

    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 offerta

  • NAM Talks - Generation Alpha

    31/05/2023 Duration: 12min

    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

  • L’importanza Dell’engagement – Episodio 2 Engagement Guidato Da Ragioni Di Investimento

    29/05/2023 Duration: 06min

    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 offerta

  • NAM Talks - La oportunidad llama a la puerta

    19/04/2023 Duration: 18min

    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 - Opportunity knocks

    19/04/2023 Duration: 18min

    or 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 con

  • NAM Talks - The time for stability is now

    29/03/2023

    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 - Bonds that make sense right now

    01/03/2023 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 - Standing strong in the face of uncertainty

    25/01/2023 Duration: 15min

    For professional investors only. NAM talks Disclaimer: For professionals only 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 ar

  • Resistere di fronte all’incertezza

    24/01/2023 Duration: 03min

    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 offerta

  • NAM Talks - En busca de la estabilidad en mercados de renta variable volátiles

    14/12/2022 Duration: 19min

    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 - Seeking stability in volatile equity markets

    14/12/2022 Duration: 20min

    For professional investors only. NAM talks Disclaimer: For professionals only 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 ar

  • NAM Talks - Setting the scene in the HY space

    16/11/2022 Duration: 34min

    For professional investors only. NAM talks Disclaimer: For professionals only 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 ar

  • NAM Talks - Panorama del sector de los bonos de alto rendimiento

    16/11/2022 Duration: 34min

    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

  • 26.10.2022 - NAM Talks - US Challenges: Policy, Price Pressure and Portfolios

    26/10/2022 Duration: 17min

    For professional investors only. NAM talks Disclaimer: For professionals only 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 ar

  • 26.10.2022 - NAM Talks - Los desafíos de EE. UU.: políticas, presión de los precios y cartera

    26/10/2022 Duration: 17min

    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 - Real Challenges. Real Solutions

    21/09/2022 Duration: 20min

    For professional investors only. NAM talks Disclaimer: For professionals only 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 ar

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