Macro Matters

  • Author: Vários
  • Narrator: Vários
  • Publisher: Podcast
  • Duration: 99:34:56
  • More information

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 Claus Vorm 05.05.2021 (SPA) - Sólo para inversores profesionales

    05/05/2021 Duration: 29min

    Sólo para inversores profesionales Morning Espresso - 05.05.2021 Guest speaker: Claus Vorm - Gestor de Cartera de Nordea Global Stable Equity Strategy Topic - Cómo posicionar su cartera de renta variable para el retorno del 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 electróni

  • Morning Espresso With Claus Vorm 05.05.2021 - For professional investors only

    05/05/2021 Duration: 29min

    For professional investors only Morning Espresso - 05.05.2021 Guest speaker: Claus Vorm - Portfolio Manager of the Nordea Global Stable Equity Strategy Topic - How to position your Equity portfolio for the Value come back 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 No

  • Morning Espresso With Steven Friedman - 28.04.2021 (ITA) - Solo per investitori professionali

    28/04/2021 Duration: 27min

    Solo per investitori professionali Morning Espresso - 28.04.2021 Guest speaker: Steven Friedman - Senior Macro Economist at MacKay Shields LLC Topic - The first 100 days of Joe Biden's presidency 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, sia in ingle

  • Morning Espresso With Steven Friedman 28.04.2021 (SPA) - Sólo para inversores profesionales

    28/04/2021 Duration: 27min

    Sólo para inversores profesionales Morning Espresso - 28.04.2021 Guest speaker: Steven Friedman - Macroeconomista Senior de MacKay Shields LLC Topic - Los 100 primeros días de la administración Biden 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 idioma de

  • Morning Espresso With Steven Friedman 28.04.2021 - For professional investors only

    28/04/2021 Duration: 27min

    For professional investors only Morning Espresso - 28.04.2021 Guest speaker: Steven Friedman - Senior Macro Economist at MacKay Shields LLC Topic - The first 100 days of Joe Biden's presidency 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 Funds S.A., 5

  • Morning Espresso With Ruest And Nykvist - 21.04.2021 (SPA) - Sólo para inversores profesionales

    21/04/2021 Duration: 30min

    Sólo para inversores profesionales Morning Espresso - 21.04.2021 Guest speakers: Thede Rüst and Anton Nykvist - Portfolio Managers of Nordea’s Global Green Bond Strategy Topic - Green bonds to invest in a greener world 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 inglé

  • Morning Espresso With Ruest And Nykvist - 21.04.2021 (ITA) - Solo per investitori professionali

    21/04/2021 Duration: 30min

    Solo per investitori professionali Morning Espresso - 21.04.2021 Guest speakers: Thede Rüst and Anton Nykvist - Portfolio Managers of Nordea’s Global Green Bond Strategy Topic - Green bonds to invest in a greener world 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 docum

  • Morning Espresso With Ruest And Nykvist - 21.04.2021 - For professional investors only

    21/04/2021 Duration: 30min

    For professional investors only Morning Espresso - 21.04.2021 Guest speakers: Thede Rüst and Anton Nykvist - Portfolio Managers of Nordea’s Global Green Bond Strategy Topic - Green bonds to invest in a greener world 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 In

  • Morning Espresso with Henning and Sunil - 14.04.2021 (ITA) - Solo per investitori professionali

    14/04/2021 Duration: 28min

    Solo per investitori professionali Morning Espresso - 14.04.2021 Guest speakers: Henning Padberg - Portfolio Manager of Nordea’s Global Disruption Strategy Sunil George - Portfolio Manager of Nordea’s Global Disruption Strategy Topic - How disruption can change our world, improve our life and generate attractive returns. 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.nord

  • Morning Espresso with Henning and Sunil - 14.04.2021 (SPA) - Sólo para inversores profesionales

    14/04/2021 Duration: 29min

    Sólo para inversores profesionales Morning Espresso - 14.04.2021 Guest speakers: Henning Padberg - Portfolio Manager of Nordea’s Global Disruption Strategy Sunil George - Portfolio Manager of Nordea’s Global Disruption Strategy Topic - How disruption can change our world, improve our life and generate attractive returns. 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 sol

  • Morning Espresso with Henning and Sunil - 14.04.2021 - For professional investors only

    14/04/2021 Duration: 29min

    For professional investors only Morning Espresso - 14.04.2021 Guest speakers: Henning Padberg - Portfolio Manager of Nordea’s Global Disruption Strategy Sunil George - Portfolio Manager of Nordea’s Global Disruption Strategy Topic - How disruption can change our world, improve our life and generate attractive returns. 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 mark

  • Morning Espresso with Erik Durhan - 07.04.2021 (ITA) - Solo per investitori professionali

    07/04/2021 Duration: 24min

    Solo per investitori professionali Morning Espresso - 07.04.2021 Guest speaker: Erik Durhan - Head of Corporate Governance at Nordea Asset Management Topic - Active Ownership and making your votes count 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, sia i

  • Morning Espresso with Erik Durhan - 07.04.2021 - For professional investors only

    07/04/2021 Duration: 25min

    For professional investors only Morning Espresso - 07.04.2021 Guest speaker: Erik Durhan - Head of Corporate Governance at Nordea Asset Management Topic - Active Ownership and making your votes count 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 Funds S

  • Morning Espresso with Erik Durhan - 07.04.2021 (SPA) - Sólo para inversores profesionales

    07/04/2021 Duration: 25min

    Sólo para inversores profesionales Morning Espresso - 07.04.2021 Guest speaker: Erik Durhan - Head of Corporate Governance at Nordea Asset Management Topic - Active Ownership and making your votes count 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 idioma

  • Morning Espresso with Kai-Kong Chay - 31.03.2021 (ITA) - Solo per investitori professionali

    31/03/2021 Duration: 26min

    Solo per investitori professionali Morning Espresso - 31.03.2021 Guest speaker: Kai-Kong Chay - Portfolio Manager of Nordea’s Chinese Equity Strategy, Manulife Investment Management Topic - Ride the Chinese dragon to meet the winds of change 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 documentazion

  • Morning Espresso with Kai-Kong Chay - 31.03.2021(SPA) - Sólo para inversores profesionales

    31/03/2021 Duration: 26min

    Sólo para inversores profesionales Morning Espresso - 31.03.2021 Guest speaker: Kai-Kong Chay - Portfolio Manager of Nordea’s Chinese Equity Strategy, Manulife Investment Management Topic - Ride the Chinese dragon to meet the winds of change 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 versi

  • Morning Espresso with Kai-Kong Chay - 31.03.2021 - For professionals only

    31/03/2021 Duration: 26min

    For professionals only Morning Espresso - 31.03.2021 Guest speaker: Kai-Kong Chay - Portfolio Manager of Nordea’s Chinese Equity Strategy, Manulife Investment Management Topic - Ride the Chinese dragon to meet the winds of change 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

  • Morning Espresso with Sebastien Galy and Laurent Gorgemans - 24.03.2021 (ITA)

    24/03/2021 Duration: 34min

    Solo per investitori professionali Morning Espresso - 24.03.2021 Guest speakers: Sebastien Galy - Global Head of Product Management at Nordea Asset Management Laurent Gorgemans - Senior Macro Strategist at Nordea Asset Management Topic - Rising yield, how prepared is your portfolio 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

  • Morning Espresso with Sebastien Galy and Laurent Gorgemans - 24.03.2021 - For professionals only

    24/03/2021 Duration: 34min

    For professional investors only Morning Espresso - 24.03.2021 Guest speakers: Sebastien Galy - Global Head of Product Management at Nordea Asset Management Laurent Gorgemans - Senior Macro Strategist at Nordea Asset Management Topic - Rising yield, how prepared is your portfolio 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 authoris

  • Morning Espresso with Sebastien Galy and Laurent Gorgemans - 24.03.2021 (SPA)

    24/03/2021 Duration: 34min

    Sólo para inversores profesionales Morning Espresso - 24.03.2021 Guest speakers: Sebastien Galy - Global Head of Product Management at Nordea Asset Management Laurent Gorgemans - Senior Macro Strategist at Nordea Asset Management Topic - Rising yield, how prepared is 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 ú

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