Previous SEB’s House View reports
SEB’s House View reports are now called Investment Outlook. Below you can find all previous reports published under the name House View, and going forward you will find Investment Outlook via the link.
Investment Outlook
In this report, you will find SEB’s current market outlook – from the overarching macroeconomic factors to our assessment of the equity and fixed income markets.
10 February 2026
Growth drives earnings, which drive markets
In this edition of Investment Outlook, we have increased our risk allocation. Rising global growth, contained inflation, and a broader cyclical upswing continue to provide strong support for equities, while increased investments in defense and infrastructure add further momentum to the economy.
- Expected earnings growth across most regions
- 10%
- Expected earnings growth in cyclical sectors
- 17-45%
Earlier reports
Investment Outlook Highlights
In this report, you will find SEB’s current market outlook – from the overarching macroeconomic factors to our assessment of the equity and fixed income markets.
