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.
SEB House View Reports
The SEB House View team decides on how much SEB Investment Management recommends to allocate to the different asset classes such as for example equities and government bonds.
17 January 2025
SEB House View January 2025
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/off, with 50% being neutral.
60%
Speedometer
Earlier reports
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2024
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20 November 2024
SEB House View November 2024
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4 October 2024
SEB House View October 2024
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27 August 2024
SEB House View August 2024
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28 June 2024
SEB House View June 2024
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21 May 2024
SEB House View May 2024
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15 April 2024
SEB House View April 2024
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6 March 2024
SEB House View March 2024
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7 February 2024
SEB House View February 2024
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2023
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20 December 2023
SEB House View December 2023
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8 November 2023
SEB House View November 2023
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27 September 2023
SEB House View 27 September 2023
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4 September 2023
SEB House View 4 September 2023
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31 May 2023
SEB House View May 2023
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29 March 2023
SEB House View March 2023
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8 February 2023
SEB House View February 2023
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Contact
If you have any questions regarding our publications, please reach out to the SEB House View team.