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Market insights

A simple way into the market

An overview of the latest developments in financial markets, the economy and investments. Get quick updates, clear investment ideas and in-depth analysis – all gathered in one place and presented in an accessible format.

Why small caps look attractive today

High interest rates and stretched equity valuations are increasing risks in the stock market. At the same time, small caps are benefiting from improving growth and earnings prospects, while valuations remain significantly lower than those of large caps. This creates an attractive opportunity for long-term, selective investors. (Article in Swedish)

Investment Selection

Which funds do our experts select, and how can they be combined in today's market environment? Investment Selection guides you through our long-term preferred fund choices across different asset classes. You decide which combination best suits your goals, preferences, and risk appetite. (Information in Swedish)

How global is a global index fund, really?

A global fund sounds like an easy way to diversify your investments across the world. But behind the global label lies a much greater exposure to the US market than most people might realize. Read the post (in Swedish) on Ekonomibloggen (seb.se)

Market outlook and investment ideas

Our market view in five minutes

Get a concise overview of our current market outlook and fund recommendations. 

Stay up to date with the markets every day

Would you like a quick and easy way to keep up with developments in the Swedish and global economies? Nordic Alert provides a daily overview of the latest market developments.

Stay up to date with our analyses

Investment Outlook Update

The case for government bonds has strengthened as yields have risen and monetary policy expectations have become repriced. With much of this adjustment now behind us, we believe the risk of a further significant rise in yields has declined. Higher starting yields also offer more attractive carry and improved diversification benefits. We therefore upgrade Government Bonds from Underweight to Neutral by reducing our allocations to Cash and Investment Grade Bonds.

Investment Outlook update, 21 October 2026 (pdf)

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.

Nordic Outlook

2026-08-25: After a turbulent summer, hopes rose with the Iran-US ceasefire and peace talks, raising expectations of stability and a reopened Hormuz Strait. Read our economists' in-depth theme articles and analysis in the latest edition of Nordic Outlook.

Election results special (Swe)

2026-09-14: In today’s episode of Makropodd, SEB’s economists Jens Magnusson, Amanda Sundström, Daniel Bergvall and Olle Holmgren provide an initial economic and political analysis of the results of the election to the Swedish Parliament (Riksdag).

Explore our market forecasts

Our forecasts for the global economy, focusing on macroeconomic developments, interest rates, currencies and commodities from an international perspective

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  • Brief market updates when significant changes occur, Investment Outlook Update
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