#asset manager#esg#institutional investor#international#investments#outlook#sweden

Diverse range of possible outcomes in 2023

At the end of last year, Tell Media Group, in cooperation with DWS, UBS Asset Management and Kempen Capital Management, organised a roundtable discussion in Stockholm with Swedish investors, focusing on asset allocation challenges and the outlook for 2023. Tell Media Group founder Niklas Tell and Nordic Fund Selection Journal editor Caroline Liinanki moderated the discussion.

Niklas Tell 2023-03-01

Event

The discussion started out with Caroline Liinanki asking the investors about their expectations going into 2022 and what the biggest surprises were during the year.

MARIE GIERTZ: “We came, of course, from a strong year in 2021, which was very good for the stockmarket. The question at the time was what the trigger would be for the markets. Companies were in good shape and consumers, especially in the US, had saved during the pandemic and were ready to spend. But at the same time, we did see inflation coming and I think everyone was prepared for monetary tightening. We expected volatility but I wouldn’t say we were fully prepared for what we’ve seen in 2022 with the war in Ukraine, a spike in inflation and

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