We raised equity weights in November
Donald Trump’s victory in the US presidential election clearly strengthened the yield difference trend between equity market sectors that began already in early autumn. Interest rates surged especially in the US. We raise our allocation recommendation in equity markets to moderate overweight. We downgrade our allocation recommendation in fixed income markets to moderate underweight.
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"We see the Finland of the future as a place where enterprise and innovation form the basic pillars of society and where each and every person can live the life they have always dreamed about.
We know that by creating financial security we can improve the lives of Finns and the business of Finnish companies and create an operating environment where anything is possible."
–CEO Petri Niemisvirta
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