A possible British exit from the European Union, Chinese debt and the pace of global economic growth are worrying investors. The US Federal Reserve will raise its key interest rate in July and Sweden's Riksbank is done with cutting its key rate, predicts SEB's Investment Outlook.
The second 2016 issue of the quarterly Investment Outlook notes that the pace of annual global growth remains at about three per cent and that investors have accepted a slow-growth, low-inflation environment, but the economic situation has improved, commodity prices have recovered and global consumers are still feeling good.
"First quarter corporate earnings were not impressive, nor were they as weak as feared. The question is whether global companies will now start to deliver rising profits, after a few years of weak performance," says Fredrik Öberg, Chief Investment Officer at SEB Private Banking.
Rising prices for global equities, a rebound in commodity markets and more stable trends for alternative investments - these are among the developments covered by Investment Outlook.
The report also presents in-depth examinations of three themes: conceivable Brexit/Bremain scenarios, developments in the European car industry and the future of alternative energy sources such as wind and solar power.