Kasper Elmgreen
@kasperelmgreen
Chief Investment Officer Fixed Income & Equities @NordeaAM
ID: 1397963564
https://www.nordeaassetmanagement.com 02-05-2013 19:07:19
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94 Followers
160 Following
“We will be looking at what are the trends in terms of demand, what are the trends in terms of companies’ ability to preserve cash during this lockdown” Kasper Elmgreen ft.com/content/adcb74… via Financial Times
.Kasper Elmgreen on earnings: “The focus is more on what the companies can say in terms of forward guidance. They are navigating a ship with very low forward visibility and a very wide range of outcomes.” Joice Alves Reuters UK reut.rs/2Ztvch4
Powerful messages from Carmen Reinhart at #AmundiWIF21 Investors should prepare for higher tax rates - the pandemic has highlighted significant spending needs. Furthermore, globalisation has peaked and the pandemic has further caused “significant backpedaling”…
Great reflections from Robert J Shiller at #AmundiWIF21 on market narratives and their importance… on valuation in the US? “markets looks overpriced.” “Stocks, bonds and real estate (housing) are expensive.”.
Brilliant perspectives on improving decision making by Michael Mauboussin presented today 1) consider the inside vs. outside view 2) conduct a premortem and 3) maintain a journal. Sounds simple? It’s not! Behavioural biases are strong. Making better decisions take practice…