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A Strong Order Book Limits the Risk

Despite a well-filled order book through to the end of 2027, the share price has dropped 30% since it began to look like Trump might win the election. While Trump introduces more uncertainty than other presidential candidates, Sharesunderten still sees enough potential and fundamentals to remain confident.

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Update

Rate Worries, Resilient Stocks, and Record Gold

Despite ongoing concerns about interest rates, equity markets remained surprisingly resilient last week. Investors seem to be holding on to the expectation that central banks will start easing later this year, which has helped prevent a broad correction and pushed major indices slightly higher. At the same time, markets sought protection, with gold reaching another all-time high. A combination of

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Update

Central Banks Shift Gears, Markets Rally on Fed Cut

Last week, markets got exactly what they were hoping for. The Federal Reserve cut interest rates and signalled that this may just be the beginning. Investors responded with enthusiasm, triggering a sharp rally across equities. While the ECB, the Bank of England, and the Bank of Japan held their rates steady, Norway surprised markets with an unexpected cut. The message

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Update

Markets Await Fed Cut, Portfolio Delivers Again

The coming trading week will be dominated by the Federal Reserve’s interest rate decision. Expectations are high that the US central bank will begin its first rate-cutting cycle since last December. This makes the week particularly important, as the tone set by Jerome Powell could determine market direction for the final months of 2025. On the macroeconomic front, several key

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