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SEB keeps equity overweight as stronger global growth boosts stock outlook

PUBT·09/01/2026 05:01:58
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SEB keeps equity overweight as stronger global growth boosts stock outlook
  • SEB raised its global growth view, projecting 3%-3.5% expansion in 2026-2027, citing broader cyclical recovery.
  • Investment Outlook kept a clear preference for equities, supported by stronger corporate earnings momentum in the second quarter reporting season.
  • Overweights maintained in US, Nordics, emerging markets; preferred sectors unchanged, led by IT, industrials, banks and financials.
  • Fixed-income stance turned more cautious as tighter policy, higher real yields, tight credit spreads, funding needs weaken risk-adjusted appeal.
  • Thematic focus flagged AI-driven datacenter capex, US labor-market cooling amid strong growth, rising strategic demand for space-based digital infrastructure.


Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEB - Skandinaviska Enskilda Banken AB published the original content used to generate this news brief via Cision (Ref. ID: 202609010100BITN____UKPR__SV_20260831-BIT-4205-0) on September 01, 2026, and is solely responsible for the information contained therein.