Global equity markets remained resilient in the third quarter, supported by solid corporate earnings and economic growth. Escalating tensions in the Middle East drove energy prices higher, adding to inflationary pressures and leading central banks to raise interest rates.
Oslo, Norway, 5 October 2026 – Storebrand Asset Management is reducing risk in its tactical allocation following the sharp rise in interest rates. The allocation to global equities is reduced from overweight to neutral, while duration is moved from neutral to underweight in government bonds across global, Norwegian and Swedish markets. Money market exposure is increased from underweight to overwei
Olav Chen, Head of Asset Allocation and Global Fixed Income at Storebrand Asset Management, has been named a finalist for the "Influencer of the Year" award at the Institutional Investor Recognition Awards 2026. Nicolai Tangen, CEO of Norges Bank Investment Management (NBIM), which manages Norway's sovereign wealth fund, is also among the five finalists.
Olav Chen and his team manage approxim
Oslo, 3 September 2026 – Long-term US Treasury yields rose further over the summer, reaching their highest level since 2007 in August. At the same time, global equity markets continued to set new record highs despite higher interest rates, rising oil prices and geopolitical uncertainty. Storebrand Asset Management remains overweight equities.
The assessment comes from the September edition of t
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
For many countries, energy has become as much a national security priority as a climate policy issue. For investors, this shift has turned the energy transition into a long term structural investment trend. And as energy’s role in geopolitics continues to grow, investment in renewable energy accelerates.
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 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.
Storebrand Infrastructure Fund has expanded its sustainable infrastructure portfolio by entering into an agreement to acquire a stake in the leading French independent power producer, VALOREM, in partnership with AIP Management. This investment supports Storebrand’s broader strategy to increase its presence in sustainable infrastructure and accelerate the green transition.
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 has entered into an agreement to acquire an additional 50% of the shares in Danish infrastructure fund manager AIP Management P/S (“AIP”) to reach a direct ownership of 60%. AIP is founded by PKA and headquartered in Copenhagen with total commitments from investors of €8 billion (NOK 90 billion).
