Bubble or not?

Are today’s markets priced on solid fundamentals, or are valuations getting ahead of reality? 📊

We welcome you to join our first event of the year on Thursday 5.2., where we will enjoy breakfast and take a closer look at the debate around potential valuation bubbles in global equity markets. Together with industry professionals Lasse Corin, Chief Economist at Aktia, and Marie Karlsson, Chief Investment Officer & Head of Nordic, Finnish and Swedish Equities at Nordea Asset Management, we will explore whether earnings growth and cash flows are sufficient to justify today’s valuation levels in an increasingly unpredictable business environment.

During the event, we’ll explore what’s driving valuation gaps and shifting expectations across markets, how narratives such as artificial intelligence are influencing prices, and what investors should consider when assessing risk and return in today’s markets.

Following the discussions, you will get to ask questions and there will also be an announcement worth waiting for. 😉

Registration opens on Thursday 29.1. at 12:00!

If you have any questions, don’t hesitate to contact us! We look forward to seeing you at the event! 

Lasse corin, chief economist at aktia

Lasse Corin is a seasoned macroeconomic expert. He holds an M.Sc. in Economics and focuses on tracking and analysing macroeconomic trends and investment markets, with particular attention to how broader economic shifts shape market conditions and investor behaviour. Lasse brings a clear, macro-oriented perspective to understanding economic trends and their impact on markets.

Marie karlsson, Chief Investment Officer and Head of Nordic, Finnish, and Swedish Equities at Nordea Asset Management

Marie Karlsson is a highly regarded equity investor. She holds an M.Sc. in Finance and has over a decade of experience in the Nordic markets. Her approach to investing is shaped by close engagement with businesses and a long-term perspective, with a strong focus on understanding how company fundamentals translate into sustainable value and market valuations over time.