As expectations for monetary policy have become more balanced and geopolitical tensions eased, market conditions have stabilized. Global equity markets rebounded, supported by resilient corporate earnings and increasing confidence that inflation pressures continue to moderate.
Oslo, 3 July 2026 – Oil prices have fallen back to levels seen before the outbreak of the Iran war, yet central banks have resumed raising interest rates. Global equity markets rose 10% in the first half of the year, and the SpaceX listing became the largest IPO in history. Storebrand Asset Management maintains an overall overweight position in equities.
This is the conclusion from the July edi
The Nordic countries each have strong financial markets, but fragmentation and national solutions are holding back the region’s full potential. We are now calling for a joint Nordic agenda to simplify and harmonize regulations for fund management and distribution.
Oslo, 3 June 2026 – The European Central Bank (ECB) is expected to raise interest rates in June for the first time since 2023. At the same time, global equity markets continued higher in May, reaching new record levels, supported by renewed AI optimism and declining oil prices. Storebrand Asset Management has taken further profit, while maintaining an overall overweight position in equities.
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Oslo, 6 May 2026 – Despite the continued disruption in the Strait of Hormuz and persistently elevated oil prices, global equity markets reached new all-time highs in April. Storebrand Asset Management has taken profit following a strong month, while maintaining an overall overweight position in equities.This is the conclusion from the May edition of the monthly allocation report from Storebrand AM
Oslo, 8 April 2026 – Following significant market volatility in March and persistently high energy prices, Storebrand Asset Management has increased its global equity exposure. At the same time, the asset manager highlights rising stagflationary risks in the global economy, characterised by higher inflation and weaker growth momentum.
This is outlined in the monthly report from Storebrand AM’s
A sharp rise in oil and gas prices following the attack on Iran has prompted Storebrand Asset Management to downgrade global equities from overweight to neutral.
The fourth quarter of 2025 was characterized by heightened market volatility amid rising geopolitical tensions, renewed tariff uncertainty, and slowing global growth momentum. Our multi‑asset approach keeps us well positioned to help clients navigate this uncertainty through simple access to diversification.
The third quarter of 2025 saw a strong rebound in global equities. Interest rate expectations and macro data continued to drive volatility, while markets responded positively to improved sentiment and earnings momentum. Storebrand Asset Management increased its AuM by NOK 54 billion, with NOK 15 billion in net positive flow, ending the quarter at NOK 1.561 billion.
"The quarter has undoubtedly been marked by turbulence, and we expect the landscape going forward to be more volatile than in previous years. However, we remain cautiously optimistic that some degree of stabilization will return in the financial markets, making a steady, long-term perspective more important than ever"
Positive inflow, and strong markets, and the integration of majority-owned AIP (95bn) contributed to Storebrand Asset Management’s AuM increasing to an all-time high of NOK 1 469 billion, as of the end of the fourth quarter of 2024.
"We are particularly concerned by recent suggested amendments that would extend the delay in the EUDR’s introduction and undermine the content of the legislation, in particular traders exempted from the EUDR’s requirements, since they are key participants in the supply chains that need to be monitored".
COP 16 has concluded, leaving behind a mixed legacy of both progress and concern. While important agreements to support biodiversity were achieved, they failed to reach consensus on key issues related to finance. COP 16 suspended without the adoption of a resource mobilization strategy to scale up finance for biodiversity and mainstream biodiversity in the financial planning of governments.
Storebrand Asset Management recognized net revenue of NOK 733 million for the third quarter of 2024, including net performance revenues. Positive inflow and strong markets contributed to an increase in AuM. In total, AuM increased to an all-time high of NOK 1 347 billion.
On August 30th 2024, Cubera Private Equity’s latest Nordic secondaries fund - Cubera X - had its final close. The fund had a target size of EUR 700m, which was significantly exceeded. At the final close the fund was oversubscribed at the hard cap of EUR 780m of external capital, which together with the GP commitment took the total fund size to EUR 807m.
Storebrand Asset Management recognized net revenue of NOK 638 million for the second quarter of 2024, including net performance revenues. Positive inflow and strong markets contributed to an increase in AuM, counteracted by strengthened NOK against other currencies. In total, AuM increased to an all-time high of 1 298 billion.
Storebrand har indgået aftale om at købe yderligere 50 % af aktierne i den danske infrastrukturforvalter AIP Management P/S (“AIP”) så de opnår et direkte ejerskab på 60 %. AIP er grundlagt af pensionskassen PKA og har hovedkontor i København med et samlet tilsagn fra investorer på EUR 8 milliarder (DKK 60 milliarder).
"Biodiversity loss was a breakthrough topic last year in within our sector, after what has been a long battle for many of us advocating for the issue. But now, this issue is increasingly being understood to rank alongside climate change — and to be intrinsically linked to solving it -as areas of significant systemic risk for investors"- Jan Erik Saugestad, CEO Storebrand Asset Management
Nature Action 100 is a global investor engagement initiative focused on driving greater corporate ambition and action to reduce nature and biodiversity loss. Investors participating in the initiative engage companies in key sectors that are deemed to be systemically important in reversing nature and biodiversity loss by 2030
"More than half of the world’s total GDP is moderately or highly dependent on nature and its services. Yet, the value of nature and “ecosystem services” has been largely unacknowledged by companies and their investors. This is despite the fact that failure to act could result in collapsing food systems, loss of livelihoods and pose a systemic risk to the global economy"
