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-messy-politics-challenging-optimistic-markets

__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.

All asset classes delivered strong returns during 2024. In 2025, we expect positive but lower returns, with smaller differences between asset classes. We will continue to maintain a well-diversified...

All asset classes delivered strong returns during 2024. In 2025, we expect positive but lower returns, with smaller differences between asset classes. We will continue to maintain a well-diversified portfolio with some overweight in equities and an underweight in fixed income investments and hedge funds."We expect profits to climb during 2025 and more companies to contribute to this. The chance of a more even distribution of returns among different types of companies and regions has increased. This would help create a more stable and long-lasting upward stock market trend," says Fredrik Öberg, Chief Investment Officer at SEB's Private Wealth Management &amp; Family Office Division.Our market view&nbsp; Our forecast for 2025 is that the global economy will continue to grow at roughly the same pace and that lower key interest rates will boost the more cyclical part of the global economy. This will enable a broader distribution of earnings among regions and sectors and between large and small companies. We expect positive returns, although we do not anticipate any additional potential via the valuation parameter since it currently shows higher P/E ratios than historical averages, though with wide gaps, and credit spreads are compressed.Our portfolio We still have an overweight in US equities and are highlighting Swedish equities as another attractive position. Among fixed income investments, we have long durations and an overweight in investment grade bonds, while toning down high yield bonds. Our hedge fund portfolio reflects low covariance with equities and corporate bonds. As always, illiquid alternative investments are an attractive asset class that should be combined with the liquid assets above.&nbsp;Theme articles This February 2025 edition of Investment Outlook also includes two newsworthy theme articles: · &nbsp; &nbsp; Water - new investment cycle is here · &nbsp; &nbsp; Argentina - an economy in transitionYou will find the full report, plus a video, at <a href="http://www.seb.se/investmentoutlookreport">www.seb.se/investmentoutlookreport</a>. &nbsp;<div></div>