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Espiria Market Outlook 2026
Espiria Outlook 2026 730x480
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The past year has been characterised by hesitant real economic growth, with geopolitical developments and trade restrictions having a dampening effect on activity. At the same time, inflation has come under control and short-term interest rates have declined, contributing to a gradual normalisation of yield curves.
Looking ahead to 2026, the market environment is characterised by moderate growth, stabilising interest rates and clear regional differences. The US shows relative strength, Europe is developing at a more subdued pace, while the Nordic region is characterised by stable credit markets and solid macroeconomic conditions.
Equity markets have performed strongly, particularly within technology and communication services, where companies with clear structural growth drivers and market leadership have continued to perform well. At the same time, elevated valuations imply an increased focus on quality and long-term earnings growth.
In fixed income markets, the Nordics are characterised by stable balance sheets and manageable refinancing needs. The Investment Grade segment is associated with stability and low volatility, while the High Yield market is expected to be more event-driven.
Espiria’s funds enter 2026 with a continued focus on long-term perspective, quality and portfolio balance. Equity funds are oriented towards market-leading quality companies with clear structural growth drivers, while fixed income funds focus on Nordic corporate bonds.
The full Espiria Market Outlook 2026 is available here.
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