Interest was record-large when SEB for the first time since the pandemic hosted its investor seminar Nordic Seminar in Copenhagen. Since its inception 25 years ago the meeting has grown to become one of northern Europe’s largest investor seminars.
The first seminar was held in 1998 with a focus on small and medium-sized companies. It gathered some 20 companies and 60 investors.
“This year we had 142 companies in attendance, more than 1,000 participants, and around 1,800 one-on-one meetings,” reports Johan Nyquist, co-head of Equities, who together with his colleague and co-head Kristian Gårder hosted the event.
What, then, was the theme that distinguished this year’s seminar? During the event a survey was conducted in which the participating companies were asked to answer questions about developments in their respective sectors.
The result shows that more than two-thirds of the respondents answered that they expect that the current geopolitical tensions will lead to a continued re-routing of supply chains. A majority also said they feel that supply chain disruptions are still a bigger problem for companies than lower demand. A considerably larger share also expect that nonpayroll-related production costs will rise compared with those who expect to see a decrease in costs.