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The stock market has risen by about three per cent in NOK during November. It seems like we made the right decision when we decided on having an overweight in shares in this past month.
For December we choose to maintain this market view.
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We still have the same opinion about the markets as we had a month ago. Specifically, this means we consider both the political situation of the trade war, and Brexit, to be better than what was previously feared.
The positive outweighs the negative – for now
Growth impulses are positive on the margin, the central banks say they will continue to stimulate the markets and 3Q-earnings came in satisfactorily.
The premium for taking risk in the stock market relative to the fixed income market is also high: Thus, we have a "hunt for yield" argument in favour of shares.
By using about 1/3 of the risk limit we make the overweight in our portfolio.
We have a clear cyclical structure in the equity portfolio and choose to have shares in sectors such as f