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SEB House View Reports

The SEB House View team decides on how much SEB Asset Management recommends to allocate to the different asset classes such as for example equities and government bonds.

20 January 2026

SEB House View January 2026

The speedometer controls to what extent the portfolios should utilize their risk budgets. It is connected to the model portfolio which at all times utilizes its risk budget in-line with the speedometer. In a very general sense it can be interpreted as equities on or off, with 50% being neutral.

SEB House View January 2026
Speedometer
55%

Earlier reports

  1. 2025

    1. 5 December 2025

      SEB House View December 2025

      Speedometer
      60%
      SEB House View December 2025
    2. 17 October 2025

      SEB House View October 2025

      Speedometer
      60%
      SEB House View October 2025
    3. 22 September 2025

      SEB House View September 2025

      Speedometer
      55%
      SEB House View September 2025
    4. 22 August 2025

      SEB House View August 2025

      Speedometer
      50%
      SEB House View August 2025
    5. 27 June 2025

      SEB House View July 2025

      Speedometer
      50%
      SEB House View July 2025
    6. 28 May 2025

      SEB House View June 2025

      Speedometer
      50%
      SEB House View June 2025
    7. 30 April 2025

      SEB House View May 2025

      Speedometer
      50%
      SEB House View May 2025
    8. 3 April 2025

      SEB House View April 2025

      Speedometer
      50%
      SEB House View April 2025 (pdf)
    9. 28 March 2025

      SEB House View March 2025

      Speedometer
      60%
      SEB House View March 2025
    10. 17 January 2025

      SEB House View January 2025

      Speedometer
      60%
      SEB House View January 2025

SEB House View

The SEB House View team decides on how the asset classes will be allocated. In other words, the fund company's market view. This view is visualised through reports and films.

Contact

If you have any questions regarding our publications, please reach out to the SEB House View team.

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