• SEB raised its global growth view, projecting 3%-3.5% expansion in 2026-2027, citing broader cyclical recovery.
• Investment Outlook kept a clear preference for equities, supported by stronger corporate earnings momentum in the second quarter reporting season.
• Overweights maintained in US, Nordics, emerging markets; preferred sectors unchanged, led by IT, industrials, banks and financials.
• Fixed-income stance turned more cautious as tighter policy, higher real yields, tight credit spreads, funding needs weaken risk-adjusted appeal.
• Thematic focus flagged AI-driven datacenter capex, US labor-market cooling amid strong growth, rising strategic demand for space-based digital infrastructure.

Disclaimer: This news brief was created by Public Technologies (PUBT) using generative artificial intelligence. While PUBT strives to provide accurate and timely information, this AI-generated content is for informational purposes only and should not be interpreted as financial, investment, or legal advice. SEB - Skandinaviska Enskilda Banken AB published the original content used to generate this news brief via Cision (Ref. ID: 202609010100BITN____UKPR__SV_20260831-BIT-4205-0) on September 01, 2026, and is solely responsible for the information contained therein.