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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.

4 October 2024

SEB House View September 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.

SEB House View September 2024
65%
Speedometer

Earlier reports

  1. 2024

    1. 27 August 2024

      SEB House View August 2024

      SEB House View August 2024
    2. 28 June 2024

      SEB House View June 2024

      SEB House View 28 June 2024
    3. 21 May 2024

      SEB House View May 2024

      SEB House View 21 May 2024
    4. 15 April 2024

      SEB House View April 2024

      SEB House View 15 April 2024
    5. 6 March 2024

      SEB House View March 2024

      SEB House View 6 March 2024
    6. 7 February 2024

      SEB House View February 2024

      SEB House View 7 February 2024

  2. 2023

    1. 20 December 2023

      SEB House View December 2023

      SEB House View 20 December 2023
    2. 8 November 2023

      SEB House View November 2023

      SEB House View 8 November 2023
    3. 27 September 2023

      SEB House View 27 September 2023

      SEB House View 27 September 2023
    4. 4 September 2023

      SEB House View 4 September 2023

      SEB House View 4 September 2023
    5. 31 May 2023

      SEB House View May 2023

      SEB House View 31 May 2023
    6. 29 March 2023

      SEB House View March 2023

      SEB House View 29 March 2023
    7. 8 February 2023

      SEB House View February 2023

      SEB House View 8 February 2023

SEB House View

Our market view, SEB House View, determines how our different asset classes should be allocated. Thanks to our market view, the best opportunities for good risk-adjusted returns are created based on the current market situation. We present the results in reports and films.
Image of SEB employees that works with SEB House View.

Contact

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

SEBHouseView@seb.se
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