The latest Expert Investor Europe Market Insight report – an analysis of data gathered during face-to-face interviews with Oslo-based wealth managers, pension funds, banks and family offices – reveals that more than two-thirds of Norwegian investors are positive on the broad economic environment.
This marks a strong upturn in sentiment since last year’s Expert Investor Norway conference (pictured), when just one-third of fund selectors were upbeat on global growth, and comes despite fears from some commentators over a slowdown in the domestic economy.
In line with their upbeat view, significant proportions of Oslo-based investors expect to increase their US and European equity exposure during the next 12 months.
Indeed, three-fifths of our interviewees plan to bolster their US stock weightings – a dramatic turnaround from 2012, when a net 11% expected to reduce their exposure (see chart).
Platinum members can read the full Market Insight report here.
If you are a fund selector and would like to attend this year’s Expert Investor Norway event on 20 November, please contact Simon Andersson by email or on +44 20 7382 4477.