contentSlug

type

ContentSlug_ContentQuery

slug

ContentPageContentQuery

content

trendingContent

query ContentSlug_ContentQuery(
  $contentSlug: String!
  $type: [ContentType!]
) {
  ...ContentPageContentQuery_13QmVO
}

fragment CompanyDetails_Content on Content {
  __isContent: __typename
  companies {
    name
    description
    pageUrl
    id
  }
}

fragment ContentBasicInfo on Content {
  __isContent: __typename
  id
  type
  title
  lang
  companies {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  tags {
    viewerIsFollowing
    id
    name
    pageUrl
  }
  ...PublishingDetails
  ...Reactions
}

fragment ContentMetadata on Content {
  __isContent: __typename
  type
  title
  lang
  pageUrl
  alternatePageUrls: translations {
    __typename
    pageUrl
    lang
  }
  imgUrl
  description
  ... on Video {
    liveTime
    videoUrl
  }
  ... on Webcast {
    liveTime
    videoUrl
  }
}

fragment ContentPageContentQuery_13QmVO on Query {
  content(slug: $contentSlug, type: $type) {
    __typename
    id
    type
    title
    isPremium
    lang
    htmlBody
    summary
    companies {
      forum {
        latestPosts {
          ...ForumPosts
        }
      }
      name
      id
      viewerIsFollowing
      pageUrl
      defaultInstrument {
        isin
        id
        marketOpen
        marketClose
        marketplace {
          region
        }
        returns {
          total
        }
      }
    }
    tags {
      viewerIsFollowing
      id
      name
      pageUrl
    }
    createdAt
    ... on Video {
      liveTime
    }
    ... on Webcast {
      liveTime
    }
    slug
    ... on CompanyReport {
      reportUrl
    }
    ... on ThirdPartyCompanyReport {
      reportUrl
    }
    ... on StockExchangeRelease {
      reportUrl
    }
    ...ContentBasicInfo
    ...ContentMetadata
    ...PriceAndRecommendation_Content
    ...CompanyDetails_Content
    ...ReportLink_Content
    ...KeyFigures_Content
  }
  ...TrendingContent_1jQ2Cn
}

fragment ForumPosts on ForumPost {
  text
  likesCount
  url
  author
  postedAt
  authorImgUrl
}

fragment KeyFigures_Content on Content {
  __isContent: __typename
  companies {
    defaultInstrument {
      estimateData {
        modelType
        reportingCurrency
      }
      snapshot {
        transaction {
          date
          actualized {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
          estimates {
            year
            quarter
            revenue
            revenueGrowth
            ebitAdjusted
            ebitReported
            ebitda
            enterpriseValue
            epsAdjusted
            dividend
            dividendYield
            sharePrice
          }
        }
      }
      id
    }
    id
  }
}

fragment PriceAndRecommendation_Content on Content {
  __isContent: __typename
  createdAt
  companies {
    name
    pageUrl
    defaultInstrument {
      priceData {
        tradeCurrency
      }
      snapshot {
        priceData {
          date
          lastPrice
          tradeCurrency
        }
        transaction {
          date
          recommendation
          targetPrice
        }
        prevTransaction {
          recommendation
        }
      }
      id
    }
    id
  }
}

fragment PublishingDetails on Content {
  __isContent: __typename
  createdAt
  publishers {
    name
    imgUrl
  }
  authors {
    __typename
    id
    name
    slug
    imgUrl
    jobTitle
  }
  ... on Video {
    liveTime
  }
  ... on Webcast {
    liveTime
  }
}

fragment Reactions on Content {
  __isContent: __typename
  id
  reactionGroups {
    reactionType
    reactionsCount
    viewerReacted
  }
}

fragment ReportLink_Content on Content {
  __isContent: __typename
  type
  isPremium
  ... on CompanyReport {
    reportUrl
  }
  ... on ThirdPartyCompanyReport {
    reportUrl
  }
  ... on StockExchangeRelease {
    reportUrl
  }
}

fragment TrendingContent_1jQ2Cn on Query {
  trendingContent(type: ARTICLE) {
    __typename
    id
    title
    lang
    pageUrl
    createdAt
    type
    imgUrl
    companies {
      squareLogoUrl
      name
      id
    }
    authors {
      __typename
      imgUrl
      id
    }
    publishers {
      imgUrl
    }
  }
}


seb-investment-outlook-growth-worries-offset-by-rate-cut-hopes

__typename

title

isPremium

lang

htmlBody

summary

companies

createdAt

publishers

authors

reactionGroups

pageUrl

translations

imgUrl

description

SEB is a Nordic financial group. The company operates in the banking and finance industry and offers services within private and corporate banking, management and investment banking. The company's services are aimed at private individuals, companies and institutions. The operations are global with the largest presence in the Nordic region and Germany. SEB was founded in 1856 and is headquartered in Stockholm.

An expected economic soft landing, followed by a relatively moderate recovery, will increase the odds that central banks will initiate key rate cuts in 2024. Share valuations and risk appetite...

<div class="abstract">An expected economic soft landing, followed by a relatively moderate recovery, will increase the odds that central banks will initiate key rate cuts in 2024. Share valuations and risk appetite levels rose in 2023, making a consolidation or slight downturn reasonable. The result is thus still a mixed bag, with a continued risk of disruptions and surprises. This is why we support a balanced approach, with neutral risk exposure and good risk diversification.</div>"During the year, financial assets have shown strength. Risk appetite among investors has gradually increased. Bearing risk has generally been profitable. However, the optimal portfolio has been difficult to find, since the market has been disparate and its pitfalls numerous. To cope with new surprises, portfolios with broad exposure and neutral risk level are still what we advocate," says Fredrik Öberg, Chief Investment Officer at SEB's Private Wealth Management &amp; Family Office Division.Allocation It is important to have a portfolio that can withstand events such as new banking sector turmoil, a falling Swedish krona and a sputtering Chinese capital market. These are among the events that have created concern so far this year. It is hard to predict exactly what the future trouble spots may be. We do not know what negative effects may occur after a time lag, triggered by drastically higher interest rates. As a result, our portfolios have a normal weight in equities, with more global than Swedish equities, and we are careful not to unilaterally choose a given type of shares. We also have a normal proportion of corporate bonds − a major contrast to the zero interest rate period, when we had double this weight in the high yield segment. Finally, we have a lower proportion of our assets in alternative investment sub-portfolios, while holding more fixed income investments that offer good current yields and the potential for extra returns if government bond yields start to fall.Theme articles This edition of Investment Outlook also includes two theme articles:<ul><li>&nbsp;&nbsp; &nbsp;Semiconductors - the backbone of digitisation</li><li>&nbsp;&nbsp; &nbsp;Paradigm shift - from ownership to usership</li></ul>You will find the full report, and a web video, at&nbsp;www.seb.se/investmentoutlookreport