Frederik Engholm, Head of Macro & Strategy
Research
Macro & Strategy
We formulate the Group's views on domestic and global macroeconomic trends. Our research covers trends in the Nordic economies and housing markets as well as the global economy and international politics impacting financial markets.
If you have any questions to the above, please contact your adviser.
Fixed Income Research
We cover the Danish fixed income market, providing current investment research and trade recommendations. Our research notes focus on the Danish government bond market and the covered bond market, including:
- Nominal and inflation-linked bonds issued by the Danish government as well as the government's issuance needs
- Expectations for the covered bond market, ie supply, demand and relative pricing
- Refinancing auctions
- Regulation
- Index rebalancing
Together with Quant & Valuation, we are responsible for Nykredit's bond indices and bond key figures.
Credit & Equity Research
We cover a focused universe of Danish and foreign equities, which are selected based on a number of clearly defined screening criteria. Credit Research provides investment research and trade recommendations on corporate bonds issued by European banks, insurance companies and non-financials. Our key focus is on subordinated capital and a select universe of high-yield bonds.
Contacts
Jakob Skinhøj, Head of Fixed Income Research
Thomas Lindhøj Nielsen, Head of Credit & Equity Research