DNB Asset Management – Lunch-Event «Nordic Day»

November 22nd, 2023
Zunfthaus zur Schmiden, Zurich

Nordic High Yield & Nordic Small Caps in focus

The year 2022 brought major challenges for both bond and equity markets. Nordic economies coped comparatively well, despite global risk factors. Political stability, low government debt, a highly skilled workforce, high growth and plenty of innovation helped the Nordic markets to perform strong. How has this trend continued in 2023? What about the long-term outlook?

Answers and insights will be presented by DNB Asset Management experts Svein Aage Aanes (Head of Fixed Income) and Hans Marius Ludvigsen (Nordic Small Cap Portfolio Manager). Afterwards, both experts will be available to answer your personal questions in a moderated discussion.
The presentations will be held in English.

In addition, we will be holding a short guessing game about the Nordics at the start of the event: The most accurate guess will win an especially tasteful Norwegian jumper: perfect for the upcoming winter season.

PROGRAMME

11:40             Welcome aperitif & registration

12:00             Welcome by DNB Asset Management

12:15              Macro, Nordic Fixed Income Markets
                       Svein Aage Aanes

12:45             Nordic Equity Small Cap Market
                      Hans Marius Ludvigsen

13:15             Q&A and closing words

The following topics await you:

DNB Nordic High Yield

High Yield 2023 – The Return of the yield:

• High-yield bonds from fundamentally sound Scandinavian companies with stable cash flow
• Low interest rate sensitivity: High number of floating rate notes with low duration

presented by Svein Aage Aanes, Head of Fixed Income

DNB Nordic Small Cap

How to outperform with Nordic small caps:

• Innovative companies, growing economy with purchasing power, sound public finances
• Combination of fundamental and trend analysis to identify winners in the Nordic small cap universe

presented by Hans Marius Ludvigsen, Portfolio Manager.