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.
27 August 2024
SEB House View August 2024
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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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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2022
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7 December 2022
SEB House View December 2022
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9 November 2022
SEB House View November 2022
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28 September 2022
SEB House View September 2022
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24 August 2022
SEB House View August 2022
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6 June 2022
SEB House View June 2022
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18 May 2022
SEB House View May 2022
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6 April 2022
SEB House View April 2022
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9 March 2022
SEB House View March 2022
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28 February 2022
SEB House View February 2022
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