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Priced to perfection?

At the end of last year, Tell Media Group in cooperation with Dimensional Fund Advisors and Schroders gathered Swedish investors for a conversation on events in 2025, asset allocation and expectations going into 2026. The discussion was moderated by Niklas Tell and Vilhelm Hultgren.

Niklas Tell 2026-01-09

Event

The roundtable kicked off with the investors at the table sharing what expectations they had going into 2025 and what they have seen as the biggest surprises over the year when it comes to investments and markets.

Per Lindgren: “Entering this year, I felt that the market was underestimating how ruthless Trump would be when he would start his second term. I must however say that I was still surprised when he commenced all his efforts – starting a trade war against the rest of the world, alienating Europe and also trying to take control of the Federal Reserve. He not only pursued his political agenda, but he went a lot further than I think I expected and also further than the market in general expected.” Marcus Svedberg: “I agree on that. On the one hand I’ve

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