Election uncertainties, AI impact and green transition challenges

The discussion started with Niklas Tell asking the investors about the biggest surprises over the past year and what their expectations were going into 2023.

JAKOB CARLSSON: ”I was here for this discussion last year as well and then I was optimistic about risky assets but pessimistic about the economy. What has surprised me this year has been the dominance of the big seven and their huge impact on markets. Another surprise has of course been the volatility of interest rates this year, with 10-year rates declining 100 basis points at the end of the year after a period where they had increased by some 100 basis points.” MAGDALENA HÖGBERG: “Last year, I was pessimistic and expected the lag of the tightening to make its