




{"id":20587,"date":"2025-12-29T20:37:06","date_gmt":"2025-12-29T19:37:06","guid":{"rendered":"https:\/\/talk.nordea.se\/privatebanking\/?p=20587"},"modified":"2026-01-05T11:10:17","modified_gmt":"2026-01-05T10:10:17","slug":"fem-experter-om-2026","status":"publish","type":"post","link":"https:\/\/talk.nordea.se\/privatebanking\/fem-experter-om-2026\/","title":{"rendered":"Fem experter om 2026"},"content":{"rendered":"\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"960\" height=\"640\" src=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649.jpg\" alt=\"Annika Winsth\" class=\"wp-image-10008\" srcset=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649.jpg 960w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649-300x200.jpg 300w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649-768x512.jpg 768w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649-240x160.jpg 240w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649-526x351.jpg 526w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-dsc6649-720x480.jpg 720w\" sizes=\"auto, (max-width: 960px) 100vw, 960px\" \/><figcaption class=\"wp-element-caption\">Annika Winsth, chefekonom p\u00e5 Nordea, tror p\u00e5 en stark \u00e5terh\u00e4mtning i ekonomin. Foto: Karl Nordlund.<\/figcaption><\/figure>\n\n\n\n<p class=\"has-pb-blue-color has-text-color has-link-color wp-elements-4ea46944f965778011ebccd35e8b5271\" style=\"font-size:24px\"><strong>Hur kommer svensk makroekonomi utvecklas 2026?<\/strong><\/p>\n\n\n\n<p>Mycket talar f\u00f6r att konjunkturl\u00e4get normaliseras redan i \u00e5r. F\u00f6ruts\u00e4ttningarna f\u00f6r en stark \u00e5terh\u00e4mtning med en tillv\u00e4xt p\u00e5 upp mot 3 procent \u00e4r goda.<\/p>\n\n\n\n<p>En djupare l\u00e5gkonjunktur \u00e4n i andra j\u00e4mf\u00f6rbara l\u00e4nder v\u00e4nds nu och ger en h\u00f6gre tillv\u00e4xt. Strukturen p\u00e5 svensk ekonomi ger allt som oftast st\u00f6rre kast. \u00d6ver tid har svensk BNP per capita emellertid legat v\u00e4l i linje med den amerikanska, men till mycket l\u00e4gre skuld.<\/p>\n\n\n\n<p>Fram\u00f6ver \u00e4r Sverige ett av de l\u00e4nder som har b\u00e4st f\u00f6ruts\u00e4ttningar att f\u00e5 en gynnsam utveckling. Svensk ekonomi v\u00e4xte p\u00e5 bred front redan under h\u00f6sten 2025.<\/p>\n\n\n\n<p>Till det l\u00e4ggs nu en mycket expansiv budget riktad mot hush\u00e5llen. Det samtidigt som hush\u00e5llen har sett \u00f6ver sina balansr\u00e4kningar och byggt upp ett historiskt h\u00f6gt buffertsparande. \u00c4ven skulderna \u00f6kar igen, i linje med det historiska snittet, vilket ytterligare driver p\u00e5 efterfr\u00e5gan och ger en skjuts till bostadsmarknaden.<\/p>\n\n\n\n<p>Bostadspriserna f\u00f6rv\u00e4ntas stiga, men inte mycket mer \u00e4n i linje med den disponibla inkomsten.<\/p>\n\n\n\n<p>Inflationen blir mycket l\u00e5g, inte minst p\u00e5 grund av den tillf\u00e4lligt s\u00e4nkta matmomsen. Huvudscenariot \u00e4r att Riksbanken ser igenom det och ligger still med styrr\u00e4ntan innevarande \u00e5r. R\u00e4ntor med l\u00e4ngre l\u00f6ptider har stigit och l\u00e4r forts\u00e4tta upp ytterligare n\u00e5got d\u00e5 efterfr\u00e5gan p\u00e5 kapital \u00f6kar. \u00c4ven staten driver p\u00e5 med stora investeringar i till exempel f\u00f6rsvaret.<\/p>\n\n\n\n<p>Kronan har st\u00e4rkts mer \u00e4n \u00e4ndra valutor, inte minst mot dollarn. Den trenden l\u00e4r best\u00e5 om vi f\u00e5r r\u00e4tt om konjunkturen.<\/p>\n\n\n\n<p>Den oordning vi ser i v\u00e5r omv\u00e4rld b\u00f6r tas p\u00e5 stort allvar, men ur ett konjunkturellt perspektiv \u00e4r f\u00f6ruts\u00e4ttningar f\u00f6r tillv\u00e4xt goda. Det b\u00e5dar gott f\u00f6r svenska exportbolag.<\/p>\n\n\n\n<p class=\"has-small-font-size\"><strong>Annika Winsth,<\/strong> chefekonom Nordea<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"912\" height=\"608\" src=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1.jpg\" alt=\"Martin Bj\u00f6rsell \" class=\"wp-image-20589\" srcset=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1.jpg 912w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1-300x200.jpg 300w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1-768x512.jpg 768w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1-240x160.jpg 240w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1-526x351.jpg 526w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/12\/martin-glad-soffa-web-1-720x480.jpg 720w\" sizes=\"auto, (max-width: 912px) 100vw, 912px\" \/><figcaption class=\"wp-element-caption\">Martin Bj\u00f6rsell, aktiemarknadsanalytiker i Nordea Private Banking, ser gynsamma tecken&nbsp; f\u00f6r ett positivt b\u00f6rs\u00e5r. Foto: Henric Uhrbom.<\/figcaption><\/figure>\n\n\n\n<p class=\"has-pb-blue-color has-text-color has-link-color wp-elements-c06319275d7adbd641f5a66ad96102aa\" style=\"font-size:24px\"><strong>Vad kan man f\u00f6rv\u00e4nta sig av Stockholmsb\u00f6rsen 2026?<\/strong><\/p>\n\n\n\n<p>Som alltid n\u00e4r det g\u00e4ller aktier \u00e4r framtiden oviss och riskerna m\u00e5nga. De senaste \u00e5rens positiva utveckling i kombination med f\u00f6rh\u00f6jda v\u00e4rderingar, i framf\u00f6rallt USA, g\u00f6r marknaden k\u00e4nslig f\u00f6r negativa nyheter och geopolitiken l\u00e4r g\u00f6ra sig fortsatt p\u00e5mind. Men jag tycker \u00e4nd\u00e5 att f\u00f6ruts\u00e4ttningarna \u00e4r p\u00e5 plats f\u00f6r \u00e4nnu ett positivt b\u00f6rs\u00e5r.<\/p>\n\n\n\n<p>F\u00f6rst och fr\u00e4mst ser den globala konjunkturen ut att forts\u00e4tta v\u00e4xa i god takt, en bit \u00f6ver tre procent. Detta \u00e4r en bra utg\u00e5ngspunkt f\u00f6r den svenska b\u00f6rsen som \u00e4r beroende av s\u00e5v\u00e4l omv\u00e4rlden som ett fortsatt positivt sentiment som h\u00e5ller uppe riskaptiten. Den f\u00f6r svensk del s\u00e5 viktiga europeiska konjunkturen har \u00e4ntligen b\u00f6rjat visa tecken p\u00e5 att kunna \u00e5terh\u00e4mta sig d\u00e4r stimulans\u00e5tg\u00e4rder, fr\u00e4mst i Tyskland, \u00e4r en viktig ingrediens. Samtidigt ser den amerikanska ekonomin ut att h\u00e5lla upp relativt v\u00e4l, d\u00e4r r\u00e4ntes\u00e4nkningarna fr\u00e5n Fed st\u00e4rker utsikterna.<\/p>\n\n\n\n<p>P\u00e5 hemmaplan har den svenska ekonomin sent omsider tagit fart ordentligt och med finanspolitiska stimulanser och en konsument som st\u00e5r redo ser 2026 ut att bli ett bra tillv\u00e4xt\u00e5r. I ett s\u00e5dant scenario ser vinsttillv\u00e4xten ut att accelerera p\u00e5 Stockholmsb\u00f6rsen, vilket normalt \u00e4r en bra f\u00f6ruts\u00e4ttning f\u00f6r h\u00f6gre aktiekurser.&nbsp;&nbsp;&nbsp;<\/p>\n\n\n\n<p>Givet den bild jag m\u00e5lar upp finns goda m\u00f6jligheter f\u00f6r att b\u00f6rsuppg\u00e5ngen breddas fram\u00f6ver och att fler sektorer och segment bidrar till en fortsatt positiv utveckling. F\u00f6r svensk del kom 2025 mycket att handla om banker \u2013 som knappt p\u00e5verkades alls av Trumps h\u00f6jda tullar. R\u00e5varubolagen gynnades av stigande priser p\u00e5 industri- och \u00e4delmetaller och \u00e4ven verkstadsbolagen \u00e5terh\u00e4mtade sig i takt med att de visade sig hantera situationen b\u00e4ttre \u00e4n befarat.<\/p>\n\n\n\n<p>H\u00e4lsov\u00e5rdssektorn, som nu v\u00e4rderas till historiskt l\u00e5ga niv\u00e5er, hade det tuffare men \u00e4ven h\u00e4r finns goda m\u00f6jligheter till \u00e5terh\u00e4mtning fram\u00f6ver, n\u00e4r de politiska motvindarna mojnar och prisbilden klarnar.<\/p>\n\n\n\n<p>F\u00e5r vi r\u00e4tt i en st\u00e4rkt inhemsk efterfr\u00e5gan borde det vara en gynnsam milj\u00f6 f\u00f6r bolag med stor exponering mot v\u00e5r hemmamarknad, d\u00e4ribland konsument- och byggrelaterat. \u00c4ven fastighetssektorn b\u00f6r kunna gynnas i ett scenario d\u00e4r vinsttillv\u00e4xt och aktie\u00e5terk\u00f6p kan bli teman f\u00f6r \u00e5ret. De f\u00f6rb\u00e4ttrade f\u00f6ruts\u00e4ttningarna f\u00f6r den svenska konjunkturen i kombination med effekterna av de l\u00e4gre r\u00e4ntorna \u00e4r ocks\u00e5 en milj\u00f6 som borde gynna de mindre bolagen, som haft det tufft p\u00e5 b\u00f6rsen de senaste \u00e5ren.<\/p>\n\n\n\n<p class=\"has-small-font-size\"><strong>Martin Bj\u00f6rsell,<\/strong> aktiemarknadsanalytiker, Nordea Private Banking<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"684\" src=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1.jpg\" alt=\"Caroline T\u00f6rnquist\" class=\"wp-image-17369\" srcset=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1.jpg 1024w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1-300x200.jpg 300w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1-768x513.jpg 768w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1-240x160.jpg 240w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1-526x351.jpg 526w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1-720x481.jpg 720w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2024\/12\/4-dsc3256-1024x684-1-960x641.jpg 960w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Caroline T\u00f6rnquist, familjer\u00e4ttsjurist i Nordea Private Banking, v\u00e4ntar med sp\u00e4nning p\u00e5 utfallet av utredningen \u201dEn arvs- och testamentsr\u00e4tt i tiden\u201d. Foto: Karl Nordlund.<\/figcaption><\/figure>\n\n\n\n<p class=\"has-pb-blue-color has-text-color has-link-color wp-elements-a37a80e2ffd2043b3a8f09e4c17ed63e\" style=\"font-size:24px\"><strong>Vilka f\u00f6r\u00e4ndringar p\u00e5 det familjejuridiska omr\u00e5det ser du fram emot i \u00e5r?<\/strong><\/p>\n\n\n\n<p>Det korta svaret \u00e4r vad det blir av utredningen <em>En arvs- och testamentsr\u00e4tt i tiden.<\/em><\/p>\n\n\n\n<p>Familjejuridiskt har vi i Sverige en \u00e5lderdomlig lagstiftning. \u00c4rvdabalken \u00e4r sedan slutet av 1950-talet och det \u00e4r mer \u00e4n 37 \u00e5r sedan en st\u00f6rre \u00f6versyn av arvs- och testamentsr\u00e4tten gjordes. Den befintliga lagstiftningen har helt enkelt inte h\u00e4ngt med, varken i de nya familjekonstellationer som m\u00e5nga lever i eller den ekonomiska och digitaliserade v\u00e4rlden vi vant oss vid. D\u00e4rf\u00f6r ser jag mycket fram emot vad den nya utredningen kommer fram till.<\/p>\n\n\n\n<p>Utredningens uppdrag har varit att ta st\u00e4llning till \u00e5tta olika fr\u00e5gest\u00e4llningar, bland annat om det ska inf\u00f6ras ett frivilligt testamenteregister i offentlig regi och om vi \u00e4r redo att skriva digitala testamenten. Kan formkraven uppfyllas? Ett testamente ska ju uppr\u00e4ttas skriftligt och bevittnas, detta blir intressant att se hur man kommer att l\u00f6sa.<\/p>\n\n\n\n<p>Utredningen har ocks\u00e5 tittat noggrant p\u00e5 arvsr\u00e4tten, till exempel om det ska inf\u00f6ras ett st\u00e4rkt skydd f\u00f6r efterlevande sambo med gemensamma barn. En annan intressant fr\u00e5ga \u00e4r arvsr\u00e4tten f\u00f6r kusiner, som togs bort 1928 d\u00e5 Allm\u00e4nna Arvsfonden inf\u00f6rdes. Ska arvsr\u00e4tt f\u00f6r kusiner \u00e5terinf\u00f6ras?<\/p>\n\n\n\n<p>Bet\u00e4nkandet, som presenterades i slutet av augusti 2025, \u00e4r nu ute p\u00e5 remiss hos ber\u00f6rda myndigheter och intresseorganisationer och tanken \u00e4r att f\u00f6r\u00e4ndringarna i lag ska tr\u00e4da i kraft 2027.<\/p>\n\n\n\n<p>Detta kommer jag och mina kolleger att f\u00f6lja med stort intresse under 2026.<\/p>\n\n\n\n<p class=\"has-small-font-size\"><strong>Caroline T\u00f6rnquist,<\/strong> familjer\u00e4ttsjurist, Private Banking<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-1024x683.jpg\" alt=\"Pernilla Frisk\" class=\"wp-image-9982\" srcset=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-1024x683.jpg 1024w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-300x200.jpg 300w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-768x512.jpg 768w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-240x160.jpg 240w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-526x351.jpg 526w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-720x480.jpg 720w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1-960x640.jpg 960w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2022\/11\/3-z9m3358-1.jpg 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Pernilla Frisk, aff\u00e4rsjurist i Nordea Private Banking, ser fram emot ett sp\u00e4nnande skatte\u00e5r med m\u00e5nga s\u00e4nkta skatter. Foto: Mikael Sj\u00f6berg.<\/figcaption><\/figure>\n\n\n\n<p class=\"has-pb-blue-color has-text-color has-link-color wp-elements-02814559c6b88767fe275163f7f654b8\" style=\"font-size:24px\"><strong>Kommer n\u00e5gra lag\u00e4ndringar genomf\u00f6ras inom&nbsp;skattejuridiken i \u00e5r?<\/strong><\/p>\n\n\n\n<p>Det nya skatte\u00e5ret har inburit en rivstart med en m\u00e4ngd nya lagar.<\/p>\n\n\n\n<p>F\u00f6r <strong>privatpersoner <\/strong>\u00e4r en av de viktigaste f\u00f6r\u00e4ndringarna att den skattefria grundniv\u00e5n f\u00f6r sparande p\u00e5 investeringssparkonto och kapitalf\u00f6rs\u00e4kring h\u00f6js fr\u00e5n 150&nbsp;000&nbsp;kronor till 300&nbsp;000&nbsp;kronor. Det inneb\u00e4r att det kommer att vara skattefritt att spara upp till den niv\u00e5n.<\/p>\n\n\n\n<p>De flesta kommer f\u00e5 lite mer i pl\u00e5nboken genom h\u00f6jd brytpunkt f\u00f6r statlig inkomstskatt, f\u00f6rst\u00e4rkt jobbskatteavdrag f\u00f6r personer upp till 66 \u00e5r och f\u00f6rh\u00f6jt grundavdrag f\u00f6r de som fyllt 66 \u00e5r. \u00c4ven utlandsbosatta svenskar kommer att f\u00e5 mer i pl\u00e5nboken genom att SINK-skatten s\u00e4nks.<\/p>\n\n\n\n<p>Fr\u00e5n och med i \u00e5r \u00e4r det inte m\u00f6jligt att g\u00f6ra n\u00e5got r\u00e4nteavdrag f\u00f6r blancol\u00e5n, andra l\u00e5n utan s\u00e4kerhet, \u00f6verbryggningsl\u00e5n vid k\u00f6p av ny bostad eller l\u00e5n av privatperson.<\/p>\n\n\n\n<p>F\u00f6r v\u00e5ra kunder som \u00e4r <strong>f\u00f6retagare<\/strong> inneb\u00e4r det en hel del f\u00f6r\u00e4ndringar med nya 3:12-regler. H\u00e4r finns b\u00e5de vinnare och f\u00f6rlorare. Det viktiga \u00e4r att alla f\u00f6retagare tar reda p\u00e5 hur de nya reglerna p\u00e5verkar just dem. En gl\u00e4djande nyhet f\u00f6r f\u00f6retagare \u00e4r att de numera kan f\u00e5 skattereduktion n\u00e4r de ger penningg\u00e5vor till social hj\u00e4lpverksamhet eller vetenskaplig forskning.<\/p>\n\n\n\n<p>Under v\u00e5ren kommer \u00e4ven nya regler f\u00f6r <strong>skogs\u00e4gare<\/strong> med b\u00e5de en ers\u00e4ttningsfond f\u00f6r naturv\u00e5rdsmark och naturv\u00e5rdskonto f\u00f6r periodisering av ers\u00e4ttning f\u00f6r naturv\u00e5rdsavtal.<\/p>\n\n\n\n<p>Hur resten av val\u00e5ret blir \u00e4r sv\u00e5rt att sia om redan nu, men vi vet av erfarenhet att budgeten brukar inneh\u00e5lla en hel del valfl\u00e4sk med s\u00e4nkta skatter. Jag ser med stort intresse fram emot ett nytt sp\u00e4nnande skatte\u00e5r!<\/p>\n\n\n\n<p class=\"has-small-font-size\"><strong>Pernilla Frisk,<\/strong> aff\u00e4rsjurist i Private Banking<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"683\" src=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-1024x683.jpg\" alt=\"Karl Larsson\" class=\"wp-image-19607\" srcset=\"https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-1024x683.jpg 1024w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-300x200.jpg 300w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-768x512.jpg 768w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-240x160.jpg 240w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-526x351.jpg 526w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-720x480.jpg 720w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web-960x640.jpg 960w, https:\/\/talk.nordea.se\/privatebanking\/wp-content\/uploads\/2025\/08\/karl-larsson-1972-web.jpg 1080w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><figcaption class=\"wp-element-caption\">Karl Larsson, investeringsstrateg i Nordea, tror att europeiska aktier kommer vara en bra investering under 2026. Foto: Peter Cederling.<\/figcaption><\/figure>\n\n\n\n<p class=\"has-pb-blue-color has-text-color has-link-color wp-elements-054d8f8f92d8756557b01d1b0c15e4f0\" style=\"font-size:24px\"><strong>Vilket tillg\u00e5ngsslag och marknader tror du mest p\u00e5 f\u00f6r 2026?<\/strong><\/p>\n\n\n\n<p>Globala aktiemarknader ser ut att f\u00e5 medvind 2026 tack vare stark vinsttillv\u00e4xt och en gynnsam ekonomisk utveckling. Mindre \u00e5tstramande penningpolitik fr\u00e5n centralbankerna och ljusare konjunkturutsikter talar f\u00f6r att aktier fortsatt \u00e4r tillg\u00e5ngsslaget med b\u00e4st m\u00f6jligheter. Obligationsmarknaden erbjuder stabilitet och riskspridning, men h\u00f6gst potential bed\u00f6ms som sagt fr\u00e4mst finnas inom aktiesegmentet.<\/p>\n\n\n\n<p>Europa sticker ut som s\u00e4rskilt intressant, med f\u00f6rb\u00e4ttrade tillv\u00e4xtm\u00f6jligheter och attraktiva v\u00e4rderingar. Ekonomiska reformer och finanspolitiska insatser st\u00e4rker regionens utsikter. I USA \u00e4r trenden fortsatt positiv, men marknaden styrs mycket av techj\u00e4ttarna och v\u00e4rderingen \u00e4r mer anstr\u00e4ngd, vilket kan \u00f6ka sv\u00e4ngningarna.<\/p>\n\n\n\n<p>Sverige har haft ett tuffare \u00e5r \u00e4n andra regioner, men f\u00f6rv\u00e4ntas \u00e5terh\u00e4mta sig i takt med europeisk tillv\u00e4xt och inhemska stimulans\u00e5tg\u00e4rder. Svenska aktier kan allts\u00e5 dra f\u00f6rdel av b\u00e5de lokal och internationell medvind.<\/p>\n\n\n\n<p>Tillv\u00e4xtmarknader \u00e4r en annan del av aktiemarknaden som v\u00e4ntas gynnas av starkare konjunktur. S\u00e4rskilt h\u00f6g vinsttillv\u00e4xt ligger i estimaten hos bolagen i Sydkorea och Taiwan.<\/p>\n\n\n\n<p>Sektorm\u00e4ssigt v\u00e4ntas Finans gynnas av h\u00f6gre r\u00e4nteniv\u00e5er, en stark konjunktur och politiska medvindar i USA, medan H\u00e4lsov\u00e5rd erbjuder stabil tillv\u00e4xt och motst\u00e5ndskraft mot os\u00e4kerhet. B\u00e5da sektorerna kommer till attraktiv v\u00e4rdering givet f\u00f6ruts\u00e4ttningarna. Inom Dagligvaror \u00e4r utsikterna svagare n\u00e4r ekonomin g\u00e5r starkt och sektorn v\u00e4ntas halka efter.<\/p>\n\n\n\n<p class=\"has-small-font-size\"><strong>Karl Larsson,<\/strong> investeringsstrateg, Nordea<\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity is-style-wide\"\/>\n","protected":false},"excerpt":{"rendered":"<p>Hur kommer 2026 bli? Vi bad fem av Nordeas experter spana in det nya \u00e5ret. Vilka \u00e4r de viktigaste lag\u00e4ndringarna? Vad h\u00e4nder med konjunkturen? Och hur kommer det g\u00e5 p\u00e5 b\u00f6rsen? Kom ih\u00e5g var du l\u00e4ste det f\u00f6rst!<\/p>\n","protected":false},"author":2,"featured_media":20590,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[4],"tags":[15,28],"class_list":["post-20587","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-ekonomi","tag-ekonomi","tag-nordea"],"acf":[],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v27.4 - https:\/\/yoast.com\/product\/yoast-seo-wordpress\/ -->\n<title>Fem experter om 2026 - Talk with Nordea Private Banking<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/talk.nordea.se\/privatebanking\/fem-experter-om-2026\/\" \/>\n<meta property=\"og:locale\" content=\"sv_SE\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Fem experter om 2026 - Talk with Nordea Private Banking\" \/>\n<meta property=\"og:description\" content=\"Hur kommer 2026 bli? Vi bad fem av Nordeas experter spana in det nya \u00e5ret. Vilka \u00e4r de viktigaste lag\u00e4ndringarna? Vad h\u00e4nder med konjunkturen? Och hur kommer det g\u00e5 p\u00e5 b\u00f6rsen? 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