After a geopolitically turbulent start to the new year, more and more investors are reducing their exposure to US assets and bringing capital back home. Sweden and the Nordic region are well-positioned to become Europe’s growth engine in the coming years.
De flesta investerare ser fortfarande aktier som den självklara motorn i portföljen, och företagsobligationer som ett mer defensivt komplement. Men data från det globala analyshuset PGIM visar att verkligheten är betydligt mer nyanserad. Under de senaste 25 åren har high yield, högränteobligationer, slagit aktier i både totalavkastning och riskjusterad avkastning – såväl globalt som i Europa.
The global economic outlook continues to strengthen, supported by substantial fiscal stimulus in the US, Germany, and Japan. Sweden stands out as it moves into an economic boom in 2026, and we expect the krona to continue appreciating.
Active management is best suited to smaller funds, which often have more freedom than large funds to act when the winds shift...
The outlook for Vinga Corporate Bond heading into 2026 is positive. Nordic high-yield bonds underperformed compared to global high-yield bonds during 2025.
The high yield market is surrounded by a somewhat dubious reputation, and the nickname “junk bonds” is not uncommon. But that’s undeserved – and there’s money to be made
Med nya projekt identifierade, ett strategiskt beslut om expansion och en organisation bemannad för tillväxtplanerna, avser Patriam att ha en förvärvstakt på cirka två projekt om året framöver. För att möjliggöra ambitionerna emitterar bolaget gröna obligationer om cirka 780 miljoner kronor inom ett ramverk om 1,5 miljarder kronor.
On Thursday, Vinga Group held its annual Capital Markets Day at Villa Copenhagen, a key venue for investors and Nordic growth companies.
“When you see one cockroach, there are probably more,” said JPMorgan CEO Jamie Dimon, referring to Private Credit in the U.S. market.
Vingas koncernbolag, Vinga Corporate Finance AB, har utsetts till DI Gasell av Dagens industri. Utmärkelsen delas ut till några av Sveriges mest snabbväxande och välskötta företag – färre än en procent av landets aktiebolag uppfyller kriterierna.
Despite continued caution regarding the economic outlook, the global economy is recovering while IPO and M&A markets are gaining momentum. According to the Riksbank, Sweden is expected to reach 2.7% growth next year, well above trend growth.
On Thursday, Vinga and Navigo hosted their annual networking evening at the Gothenburg head office. The event brought together investors, company representatives and partners for inspiring conversations and new connections.
