Steno Research

Steno Research is a new macro and geopolitical research house. We are based out of Copenhagen, Denmark, but have an international team and a strong network of sources and partners around the world. The team is lead by Andreas Steno, previous global head of strategy at Nordea Bank, and Mikkel Rosenvold, former chief consultant in the Danish Ministry of Finance.

Macro and Geopolitical Research House

Asset Allocation Watch: Country Garden Melt-Down? 5 Charts on Cross-Asset Spill-Overs!

Investment Screening: Why Biden’s Order is Actually a Good Sign for US-China Relations

FX Nugget: Can the PBoC defy gravity? 7.30 watch

Portfolio Watch: Steep, Steeper, Steepest!

Head of Research, Steno Research

Emil Moller

Head of Research

Cross Asset Strategy

Multiple Countries / Cross Asset Strategy

<ul><li>Hello everyone, and welcome back to our weekly Portfolio Watch.</li><li>Here, we delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.</li><li>Our decision to pivot towards energy and other traditional sectors seems to have been well-timed.</li></ul>

Hello everyone, and welcome back to our weekly Portfolio Watch.Here, we delve into the performance of our portfolio and take a close look at the ever-changing landscape of financial markets.Our decision to pivot towards energy and other traditional sectors seems to have been well-timed.

Portfolio Watch: Navigating Crossroads