Europe needs more Draghi

The euro area can cope in good times without a president like Draghi. But who else would be as potent and able to do whatever it takes, again, when the next crisis hits?  

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Stormy in the south, calm in the north

The past week has been a tumultuous one. The crisis in Italy may have its basis in politics, but its effects were felt in the corporate market across Europe.

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FAANGs and Factor Investing

When the US stock market’s return base does broaden and FAANGs no longer drive the returns as strongly as they have, there’s a good chance that well-diversified factor investors will be among the ones reaping the benefits.

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Get pure Nordic yield

How to position now, as spreads are tight and central banks are winding down their purchase programs?

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Year started with a bang

Movements on the fixed-income, equity and currency markets became more pronounced in January. The brisk climb of the equity markets in early January came to a standstill and then changed direction at the end of the month.

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2018 - a new year of investment opportunities

A new year of opportunities is unfolding. Global growth is picking momentum. Consumers and industries are optimistic around the world. The obvious risks to this positive outlook are markets running ahead of themselves and the end of monetary stimulus.

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Can the stock market go up forever?

Seven billion years from now the Sun will enter its red giant phase and scorch the Earth. By then humanity may have colonised numerous galaxies. After all President Trump has declared that he will send a man to Mars during first term in office.

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Jackson Hole: Mission Impossible

It’s that time of the year that central bankers make their annual pilgrimage to Jackson Hole to discuss the economic state of the world.

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Le Pen: the domino theory of populism is naïve

Brexit and Donald Trump heralded the dawn of a political regime shift. The electoral upsets also spawned a domino theory whereby populist forces would overturn established political parties across Europe in 2017. This notion is fundamentally flawed.

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New ESG reports add transparency in Evli's Responsible Investments

The ESG (Environmental, Social, Governance) fund reporting aims to make Evli’s responsible investment activities more concrete and transparent. 

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