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Equity and Investment strategists

Our equity and investment strategists focus on issues related to financial markets and investments.

While Carl Hammer focuses on tactical macro, central banks, allocation strategy, stock market and fixed income markets – Esbjörn Lundevall focuses on Nordic and Swedish equities, both the overall stock market view and individual sectors and companies.

Carl Hammer
Global Head of Asset Allocation

Carl Hammer

Global Head of Asset Allocation

Carl Hammer

Phone +46 8 506 231 28
E-mail carl.hammer@seb.se
About Carl Hammer
Esbjörn Lundevall, Equity and Investment strategists
Chief Equity Strategist

Esbjörn Lundevall

Chief Equity Strategist

Esbjörn Lundevall

Phone +4687636962
E-mail esbjorn.lundevall@seb.se
About Esbjörn Lundevall

Investment Outlook

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.

Förvaltarpodden

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 Swedish)

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