News archive

Pent-up demand and a reopening that appears increasingly close are increasing inflationary expectations.

The stock markets continued to rise in March, in line with a reopening of the economy appearing steadily more likely. Despite new lockdowns, the vaccination news is uplifting.

Rising interest rates affected the markets

Steadily increasing expectations of both inflation and growth led to a record-strong rise in the long-term interest rates in February. This also affected the stock market.

Is inflation lurking around the corner?

The Democratic Party's new majority stole the headlines in January and gives President Joe Biden more room to manoeuvre. The prospects of a steadily more expansive fiscal policy bring with them expectations of inflation.

Recovery after the pandemic

As a result of the pandemic and extensive lockdowns, global GDP fell by around 4 per cent in 2020. At the start of 2021, new vaccines are providing hope of an economic recovery.

Vaccine rally and new records

Phase 3-data from several vaccines showed that these were far more effective than expected, and this lifted the world's stock exchanges to new heights. Cyclical shares in particular rose due to the news.

Election thriller and corona

October was a challenging month in the stock markets, and the main events were the US presidential election and major fresh outbreaks of the coronavirus in Europe and the USA.

Focus on the presidential election

Although many leading stock exchanges improved greatly in the last part of September, most fell during the month as a whole. Now, everyone's focus is on the US presidential election.

New stock-market records

August was another strong month for the stock markets, with several all-time highs. For the S&P 500 Index in the USA, we have to go all the way back to 1986 to find as strong a month.

Upturn for Delphi Nordic

A new manager took over Delphi Nordic at the beginning of 2020. After a challenging first quarter, this fund has now achieved an excess return for five months in a row. We call that a rising trend.