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 Joakim Ahlberg - 25.11.2020 (SPA) -- Sólo para inversores profesionales

    25/11/2020 Duration: 34min

    Sólo para inversores profesionales Morning Espresso – 25.11.2020 Guest Speaker: Joakim Ahlberg - Lead PM of Nordea's North American Stars Equity Strategy Topic: Find out why ESG integration and North American companies matter 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

  • Morning Espresso with Joakim Ahlberg - 25.11.2020 - For professional investors only

    25/11/2020 Duration: 34min

    For professional investors only Morning Espresso – 25.11.2020 Guest Speaker: Joakim Ahlberg - Lead PM of Nordea's North American Stars Equity Strategy Topic: Find out why ESG integration and North American companies matter 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 Nor

  • Morning Espresso With Gino Boffa - 18.11.2020 (ITA) - Solo per investitori professionali

    18/11/2020 Duration: 27min

    Solo per investitori professionali Morning Espresso – 18.11.2020 Guest Speaker: Gino Boffa - Head of Product Management - Multi Asset Topic: Find out how to escape the negative returns of cash 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 inglese ch

  • Morning Espresso with Gino Boffa - 18.11.2020 (SPA) - Sólo para inversores profesionales

    18/11/2020 Duration: 28min

    Sólo para inversores profesionales Morning Espresso – 18.11.2020 Guest Speaker: Gino Boffa - Head of Product Management - Multi Asset Topic: Find out how to escape the negative returns of cash 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 del país en

  • Morning Espresso with Gino Boffa - 18.11.2020 - For professional investors only

    18/11/2020 Duration: 28min

    For professional investors only Morning Espresso – 18.11.2020 Guest Speaker: Gino Boffa - Head of Product Management - Multi Asset Topic: Find out how to escape the negative returns of cash 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., 562, ru

  • Morning Espresso with René and Frederik - 11.11.2020 (ITA) - Solo per investitori professionali

    11/11/2020 Duration: 32min

    Solo per investitori professionali Morning Espresso – 11.11.2020 Guest Speaker: René Møller Petersen and Frederik Nøkleby Weber - PMs of Nordea’s European Stars Equity Strategy Topic: Find out why ESG integration in European companies matter 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

  • Morning Espresso with René and Frederik - 11.11.2020 (SPA) - Sólo para inversores profesionales

    11/11/2020 Duration: 32min

    Sólo para inversores profesionales Morning Espresso – 11.11.2020 Guest Speaker: René Møller Petersen and Frederik Nøkleby Weber - PMs of Nordea’s European Stars Equity Strategy Topic: Find out why ESG integration in European companies matter 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

  • Morning Espresso with René and Frederik - 11.11.2020 - For professional investors only

    11/11/2020 Duration: 32min

    For professional investors only Morning Espresso – 11.11.2020 Guest Speaker: René Møller Petersen and Frederik Nøkleby Weber - PMs of Nordea’s European Stars Equity Strategy Topic: Find out why ESG integration in European companies matter 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 r

  • Afternoon Americano with Steven Friedman - 06.11.2020 (ITA) - Solo per investitori professionali

    06/11/2020 Duration: 22min

    Solo per investitori professionali Afternoon Americano – 06.11.2020 Guest Speaker: Steven Friedman - Senior Macro Economist at MacKay Shields LLC Topic - Post US elections analysis - The implications for the markets and what it means for 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 e annuali, e ad ogni altra do

  • Afternoon Americano with Steven Friedman - 06.11.2020 (SPA) - Sólo para inversores profesionales

    06/11/2020 Duration: 22min

    Sólo para inversores profesionales Afternoon Americano – 06.11.2020 Guest Speaker: Steven Friedman - Senior Macro Economist at MacKay Shields LLC Topic - Post US elections analysis - The implications for the markets and what it means for 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 último informe anual y semestral

  • Afternoon Americano with Steven Friedman - 06.11.2020 - For professional investors only

    06/11/2020 Duration: 22min

    For professional investors only Afternoon Americano – 06.11.2020 Guest Speaker: Steven Friedman - Senior Macro Economist at MacKay Shields LLC Topic - Post US elections analysis - The implications for the markets and what it means for 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 authorised for distribution-, without

  • Morning Espresso with Torben Frederiksen - 04.11.2020 (ITA) - Solo per investitori professionali

    04/11/2020 Duration: 27min

    Solo per investitori professionali Morning Espresso – 04.11.2020 Guest Speakers: Torben Frederiksen - Portfolio Manager of Nordea’s European High Yield Stars Bond Strategy Topic: ESG integration in European High Yield 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 docume

  • Morning Espresso with Torben Frederiksen - 04.11.2020 (SPA) - Sólo para inversores profesionales

    04/11/2020 Duration: 27min

    Sólo para inversores profesionales Morning Espresso – 04.11.2020 Guest Speakers: Torben Frederiksen - Portfolio Manager of Nordea’s European High Yield Stars Bond Strategy Topic: ESG integration in European High Yield 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 Torben Frederiksen - 04.11.2020 - For professional investors only

    04/11/2020 Duration: 27min

    For professional investors only Morning Espresso – 04.11.2020 Guest Speakers: Torben Frederiksen - Portfolio Manager of Nordea’s European High Yield Stars Bond Strategy Topic: ESG integration in European High Yield 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 Inv

  • Morning Espresso with Michael and Cecilia – 28.10.2020 (ITA) - Solo per investitori professionali

    28/10/2020 Duration: 38min

    Solo per investitori professionali Morning Espresso – 28.10.2020 Guest Speakers: Michaela Zhirova - Head of Research of Nordea’s Global Climate and Environment Strategy Michael Maldener - Managing Director & Conducting Officer at Nordea Investment Funds S.A. Cecilia Siegbahn - Regulatory Expert at Nordea Investment Funds S.A. Topic: EU ESG regulations – MiFID II changes and its impact on selling in the future 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 infor

  • Morning Espresso with Michael and Cecilia – 28.10.2020 - For professional investors only

    28/10/2020 Duration: 38min

    For professional investors only Morning Espresso – 28.10.2020 Guest Speakers: Michaela Zhirova - Head of Research of Nordea’s Global Climate and Environment Strategy Michael Maldener - Managing Director & Conducting Officer at Nordea Investment Funds S.A. Cecilia Siegbahn - Regulatory Expert at Nordea Investment Funds S.A. Topic: EU ESG regulations – MiFID II changes and its impact on selling in the future 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 ann

  • Morning Espresso with Michael and Cecilia – 28.10.2020 (SPA) - Sólo para inversores profesionales

    28/10/2020 Duration: 38min

    Sólo para inversores profesionales Morning Espresso – 28.10.2020 Guest Speakers: Michaela Zhirova - Head of Research of Nordea’s Global Climate and Environment Strategy Michael Maldener - Managing Director & Conducting Officer at Nordea Investment Funds S.A. Cecilia Siegbahn - Regulatory Expert at Nordea Investment Funds S.A. Topic: EU ESG regulations – MiFID II changes and its impact on selling in the future 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

  • Morning Espresso with Thede Ruest - 21.10.2020 (ITA)- Solo per investitori professionali

    21/10/2020 Duration: 31min

    Solo per investitori professionali Morning Espresso - 21.10.2020 Guest speaker: Thede Ruest, PM of Nordea’s Emerging Stars Bond Strategy Topic: ESG in EM Fixed Income, unlocking the hidden value 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 inglese

  • Morning Espresso with Thede Ruest - 21.10.2020 (SPA)- Sólo para inversores profesionales

    21/10/2020 Duration: 31min

    Sólo para inversores profesionales Morning Espresso - 21.10.2020 Guest speaker: Thede Ruest, PM of Nordea’s Emerging Stars Bond Strategy Topic: ESG in EM Fixed Income, unlocking the hidden 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 electrónica en inglés y en el idioma del país

  • Morning Espresso with Thede Ruest - 21.10.2020 - For professional investors only

    21/10/2020 Duration: 31min

    For professional investors only Morning Espresso - 21.10.2020 Guest speaker: Thede Ruest, PM of Nordea’s Emerging Stars Bond Strategy Topic: ESG in EM Fixed Income, unlocking the hidden value 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., 562,

page 8 from 11