Market insights and research

Chief Economist Jens Magnusson and his expert colleagues at SEB discuss current macroeconomics, how it affects the world, and us. (In Swedish)

This is the podcast where we take you behind the scenes at SEB's fund management company and share our thoughts, insights, and analyses.

In the podcast series Transition in Numbers, host Lina Apsheva takes a closer look at the key numbers behind the transition, its progress, and the challenges and opportunities that lie ahead.

2026-11-10: Despite global uncertainty, high energy prices and rising interest rates, global GDP is growing by just over 3 per cent a year. We marginally raise our growth forecast.

2026-09-02: We remain overweight risk assets and prefer equities over credit The economic recovery is broadening, while major investment cycles in AI, infrastructure, energy and defence are driving demand and corporate earnings. Higher energy prices, continued geopolitical uncertainty and more persistent inflationary pressures are leading to higher long-term interest rates and may result in tighter monetary policy.

2026-10-27: In this issue, we explore how different investment strategies are exposed to physical risk and how sustainable finance is being activated for climate adaptation. SEB experts will demonstrate how limited data is already influencing investment decisions—and why corporates need to understand how this can affect their investability.