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It is 25 years since the euro was first introduced. Finland has used it from the start, and Denmark has pegged its krone to it. But Norway and Sweden have had floating currencies since the early 1990s. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck review how the different Nordic economies have been affected by currency. Are …
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The release of Open AI’s ChatGPT in November 2022 has driven a tsunami of interest in generative AI. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck explain the ‘big new thing’, Large Language Models, what they can and cannot do, and how generative AI could affect the Scandinavian labour market in the years ahead. And yes, the…
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Does not saying anything about future performance of your business protect you from being held accountable? Or could the use of financial targets even improve the value of your business? In this Nordea On Your Mind podcast Johan Trocmé, Viktor Sonebäck and Jim Jokinen review what targets Nordic large listed companies have used from 2007-2022, how t…
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If you are reading this you are online. So are criminals. Cybercrime is soaring, with estimated global costs of USD 8 trillion in 2023 alone. Johan Trocmé, Viktor Sonebäck and Arien Haghshenas from Nordea Thematics lay out why cybercrime is growing so fast, what the key threats are for corporates, and how they can protect themselves.Disclaimer: All…
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Picking up from an earlier Nordea On Your Mind report in 2019, Johan Trocmé and Viktor Sonebäck talk in this podcast about the inflation and interest rate shock in 2022 starting to reverse the decade-long trend of bonds replacing bank funding for Nordic large corporates. Is leverage a problem in the Nordic region? For all types of borrowers? How mu…
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Central banks had struggled for a decade with extreme measures as shock therapy to push inflation even close to typically targeted 2% levels, with very limited success. But Russia’s invasion of Ukraine in early 2022 triggered supply shocks for energy and food, which has caused a sharp and sudden inflation spike.In this Nordea On Your Mind podcast, …
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When did we last experience a normal year? In this podcast, Johan Trocmé and Viktor Sonebäck review the Nordea On Your Mind topics covered this year and warn that 2023 may not be peaceful and quiet either. But we should not despair; it often takes a crisis to bring positive structural change.Disclaimer:All opinions and estimates in this podcast are…
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Are you praying for greater wind speeds? Loading up with blankets ahead of the winter? Sky high electricity prices has made the European energy crisis something real and highly relevant for us all. In this Nordea On Your Mind podcast, Johan Trocme and Viktor Sonebäck talk you through what has caused the crisis, how the Nordic countries have been sw…
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In Nordea Thematics annual treasury study, 160 Nordic large corporates have answered questions about what they consider to be the greatest risks and how they manage them. Johan Trocmé and Viktor Sonebäck talk about the companies’ exposures to Russia and China, how and why supply chains will be de-globalised in the coming years, and how exposures an…
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Retail sales have been migrating online from stores for years. The pandemic gave a big boost to this migration, which has now eased off. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about what will come next, how the online share of retail sales could resume its structural growth trend, with demographics as a key drive…
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The Basel IV global framework for bank regulation aims to harmonise how banks calculate their risk-weighted assets, but will lead to higher reserve capital requirements, particularly for lending to corporates. In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck talk about how this will affect corporate borrowers, and how they can …
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Global green energy transition was already urgent, and then came war in Ukraine, making it necessary for Europe to end its dependence on Russian energy imports. Massive investments will be needed, and in this Nordea On Your Mind podcast Johan Trocmé and Viktor Sonebäck talk about project finance – a potentially crucial tool to help fund the green t…
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Large companies have since 2016 invested far less than they used to do historically. In this podcast, Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk about how the world’s nations have committed under the Paris agreement to investing in limiting global warming to save the planet, and how companies will need to invest massively both in b…
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In a Christmas edition podcast, Johan Trocmé and Viktor Sonebäck look back at an eventful year, and re-visit the Nordea On Your Mind themes of the year. What do they have in common, and will 2022 see more COVID-related themes?Disclaimer:All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be valid …
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From supply chain bottlenecks and long delivery times to labour shortages and inflation, 2021 brought its share of economic surprises. Many of the challenges will continue into 2022, says Nordea Group Chief Economist Helge Pedersen.Disclaimer:All opinions and estimates in this podcast are, regardless of source, given in good faith, and may only be …
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Does ownership matter for corporate value creation? Having a major owner or not? What kind of owner, with what agenda?In this podcast, Johan Trocmé, Viktor Sonebäck and Thea Koren talk about who owns Europe’s listed companies, and the striking differences in performance for different types of owners explored in the NOYM report ‘The ideal owners’.Di…
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Johan Trocmé, Viktor Sonebäck and Thea Koren from Nordea Thematics talk about their 2021 treasury survey. How has the pandemic impacted financial performance and policies? Has digitalisation of corporate business models and automation of the treasury been helped or hindered? Are treasuries spending their time on the right things, and if not, what w…
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Is the Danish economy on the brink of overheating? Will growing labour shortages become a problem? And can we expect the housing market boom to continue? Find out all this and more in this podcast with Nordea Chief Analyst Jan Størup Nielsen on the Danish economic outlook.Disclaimer:All opinions and estimates in this podcast are, regardless of sour…
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Cryptocurrencies have seen their prices soar in the past 18 months and now have a total market cap above USD 2tn. Johan Trocmé and Viktor Sonebäck explore what cryptos are, what they are used for, what has driven the bonanza and whether there is a use case for them as a means of payment.Disclaimer:All opinions and estimates in this podcast are, reg…
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How do you determine if a company is good at sustainability? ESG ratings vary greatly among providers, who are all measuring different things with different approaches. In this Nordea On Your Mind podcast, Viktor Sonebäck and Johan Trocmé talk to Nordea’s Anaïs Gilbert about how corporates should navigate this immature and rapidly evolving field.Di…
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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 su…
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When will global economic activity be back to normal? Is rising inflation, particularly in the US, a cause for concern? What about ballooning government debt? And what can we expect from the red-hot housing markets? Find out all this and more in this podcast interview with Nordea Group Chief Economist Helge J. Pedersen on the latest Nordea Economic…
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Did you think you would find drama in a podcast on bank regulations? Think again. Johan Trocmé, Viktor Sonebäck and Kajsa Andersson from Nordea Thematics talk about what Basel IV is, why the Basel Committee for Banking Supervision is involved in regulations to begin with, and what they are hoping to achieve with this finalisation of Basel III. Most…
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In this Nordea On Your Mind podcast, Johan Trocmé and Viktor Sonebäck from Nordea Thematics talk to Henrik Immelborn who runs Debt Solutions and Loans in Denmark at Nordea Investment Banking. They discuss how Nordic large corporates fund themselves today versus 20 years ago, how they coped with the shock from the COVID-19 pandemic in 2020, and how …
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Does capital structure matter for a company’s value? In this podcast, Johan Trocmé, Viktor Sonebäck and Johanna Rådemar from Nordea Thematics have fun trying to disprove nobel prize-winning economic theory. Their analysis in the Nordea On Your Mind report titled ‘The hunt for the right leverage’ suggests leverage has a big influence on both valuati…
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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…
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2020 has been a turbulent year, fundamentally defined by the COVID-19 pandemic. Viktor Sonebäck and Johan Trocmé reflect back on the Nordea On Your Mind topics covered during the year, evolving from navigating the initial shock to the economy, to the sometimes drastic changes in consumer behaviour brought by the pandemic, and how these could turn o…
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Industry 4.0 may sound like a software update, but it is a German-invented name for the next big industrial revolution, after steam power, electric power and programmable logic. It is also the topic for Nordea's latest report of Nordea On Your Mind. In this podcast, Johan Trocmé and Viktor Sonebäck talk about findings from their report, like how pr…
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Capital markets have rebounded from the COVID-19 shock, and consensus forecasts expect 2021 to be even better than the pre-pandemic 2019. Are corporates equipped to face a more challenging 2021 and 2022 if consensus forecasts are too optimistic, and is there a need for a contingency plan? It could take time to get back to normal, and the new normal…
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The coronavirus blew a large hole in the Finnish economy. While private consumption is returning to normal as Finland slowly reopens, challenges faced by exporters and manufacturers are expected to actually worsen in the fall when order books are cleared. Will Finland be able to continue on its V-shaped recovery path? Listen to the podcast with Tuu…
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Sweden has attracted international attention for its outlier coronavirus strategy, relying more on recommendations for people’s behaviour rather than a strict lockdown. So how has Sweden’s economy fared during the pandemic, and what’s the outlook going forward? Listen to the podcast with Nordea Chief Analyst Torbjörn Isaksson.Read more about Sweden…
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When the coronavirus hit, Norway’s economy was expected to take one of the biggest blows, suffering the double whammy of falling oil prices as well as the pandemic. In this Nordea Markets Insights podcast, Norway Chief Economist Kjetil Olsen explains why Norway’s recovery is turning out to be much stronger and faster than anyone expected a couple o…
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Denmark was one of the first countries in Europe to announce a coronavirus lockdown in early March. It was also one of the first countries to reopen its economy. So how is the economic recovery progressing? In this Nordea Markets Insights podcast, Chief Analyst Jan Størup Nielsen presents the Danish economic outlook and explains why he’s been posit…
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The oil industry has suffered three big shocks only in the past twelve years. It has been turned completely upside down in 2020, with a price war in March quickly abandoned as the COVID-19 pandemic caused an unprecedented demand collapse. Johan Trocmé, Viktor Sonebäck and Shirin Haddad talk about their latest Nordea On Your Mind report ‘Oil: black …
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The Euro area has experienced a spectacular fall in economic activity during the corona crisis. Yet some countries have been hit harder than others, and the economic rebound is likely to be asymmetrical. Hear why in this podcast with Chief Analyst Jan von Gerich and Analyst Inge Klaver. As the economic damage pushes government debt levels higher, w…
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The US and the UK economies have both been hit hard by the corona crisis. What does the path ahead look like, especially amid geopolitical risks such as the US presidential election, the US-China trade war and the ongoing Brexit saga? Nordea analyst Morten Lund delves into the outlook for both economies in this latest instalment of our Economic Out…
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China was the first country hit by the coronavirus and has since largely managed to bring the outbreak under control. The Chinese economy has thus become a bellwether for the rest of the world. So how is the economic recovery progressing in China post-lockdown? Nordea Chief Asia Analyst Amy Yuan Zhuang delves into the subject in the latest installm…
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The world economy has slid into the deepest economic recession since the Great Depression of the 1930s and looks set to contract by around 3% this year. In this podcast, Nordea Group Chief Economist Helge Pedersen shares highlights from the newly released Nordea Economic Outlook, The Road to Recovery.What will the path out of the COVID-19 crisis lo…
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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 themselve…
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Negative interest rates have spread across Europe. However, the lower and longer they are in place, the more likely they are to have unwanted side effects. In a new report, Nordea Research uses the Nordic region as a case study to determine whether this regime is in its final act. Join the report's co-authors, Torbjörn Isaksson, Inge Klaver and Jan…
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Should companies pay out funds to shareholders, or invest all cash generated in the business? And can companies actually get rewarded with a greater value for the business from making big payouts? Find out in this podcast about the Nordea On Your Mind report “How to pay it out”.Disclaimer:All opinions and estimates in this podcast are, regardless o…
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Is it tempting not to promise anything, not having to worry about being held accountable for any disappointments from your company? Think again. Investors want public companies to have financial targets, and 85% of them already do. And more importantly, our analysis in the Nordea On Your Mind report “Financial targets” shows a strong share price ou…
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Global economic outlook is turning gloomier and there are lots of uncertainty in the air. But how is it going on in the Russian economy? Will the economic growth continue, has trade war affected Russian economy and has Russian central bank joined the club of easing monetary policy? In this podcast Tatiana Evdokimova, Nordea’s Chief Economist Russia…
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ESG and sustainability used to be all about risks, what happened or would happen to companies who suffered serious environmental, social or governance incidents. We now see the investor and corporate focus starting to shift strongly from risk to opportunities, how being able to help society become more sustainable can translate into major business …
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Sorry, but you need to. They are a big generation, representing one-third of the Nordic population aged 24-74. You will not be able to ignore them if you sell goods or services to consumers, or if you are recruiting talent to your organisation. Find out what they want, what they need, and what makes them tick in this podcast on our Nordea On Your M…
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What matters most, reported profits from corporates, or how much of those profits are turned into cash flow? Our latest Nordea On Your Mind report “Cash trumps profits”, this time written by guest authors Hugo Fredriksson and Johan Hallgren from Nordea Research’s Quant team, takes a deep dive into this topic. Johan Trocmé from Nordea Research Thema…
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Are you shopping on the internet? Thinking about it? You are not alone. The online share of retail sales in the Nordics has doubled since 2011, and is at 10% similar to that in the US and well above the average in Europe. Within 10 years it could be 30%. Nordea Research COO Anne Schult Ulriksen talks to Johan Trocmé, Viktor Sonebäck and Philip Wran…
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