According to the report, which is based on interviews conducted in Copenhagen with insurance companies and pension schemes, the city’s investors are overwhelmingly upbeat on the macroeconomic outlook.
Interviewees forecast that markets are approaching a “tipping point” where investors move into equities in greater numbers, following the 30-year bull-run in bonds. In line with this view, Danish fund selectors plan in aggregate to increase their exposure to most major stock market regions.
Platinum members can read the full Market Insight report here.
If you are a fund selector and would like to attend the Expert Investor Denmark event in Copenhagen on 3 October, please contact Patrik Engström by email or on +44 20 7065 7582.