We increased the equity weighting of the managed portfolios in November 2025, and we have a positive outlook for the first few months of 2026. We do, however, believe that the stock markets and other “risky” assets are set to enter a volatile period after a favourable first part of the year. The next step in the strategy will therefore be geared towards reducing the risks in the portfolios. We are also optimistic about commodities... Read more >>
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