Over the past week, the macroeconomic picture has grown even more complex. While inflation has fallen significantly from its peak over the last year, it remains above the central banks’ targets in the U.S., Europe, and Norway. At the same time, new data suggests a potential turning point in inflation: energy prices and geopolitical tensions are once again driving inflation expectations upward. This is reflected in interest rate trends. The Federal Reserve maintains its policy

In this webinar by SAM & Noon Invest, the spotlight was on three central challenges shaping global equity markets so far in 2026: the war in the Middle East, AI-driven disruption, and concerns over private debt. These factors create uncertainty but also opportunities for prepared investors. The War in the Middle East The conflict in the Middle East is difficult to predict in both duration and scope, but it particularly impacts the oil, gas, and shipping sectors. Historically,

The unrest in the Middle East has naturally generated headlines and short-term uncertainty in the markets. So far, however, the reaction has been relatively moderate. Historically, regional conflicts have rarely had a lasting effect on global stock markets, and investors are not yet pricing in a worst-case scenario. We are seeing the typical movements in such periods: energy prices rising and increased uncertainty in certain cyclical parts of the market. For long-term savers,

Market Overview: We consider ourselves cautiously optimistic. While US indices have been the weakest so far this year, Europe (up approx. 5%), Oslo Børs (up 8%) and emerging markets (over 10%) have delivered good returns in local currency. Currency and Inflation: The Norwegian krone has strengthened significantly, which means that the global index measured in NOK is down over 2%. Norway has higher inflation (3.5%) than the US and Europe (2-3%), which suggests that Norges Bank

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While the news picture seems to overflow with disturbing news such as war in Ukraine, drones in the North Sea, increased inflation, etc.,...