I am passionate about thematic research, finding that story and context which brings it all together and tells a story about where we are headed. And I often find it even more interesting why, and how it will affect us. It makes me happy if I can catch your interest, awaken your curiosity, and if not give you all the answers, raise your appetite for knowing more. I have a soft spot for the engineering sector, having covered European and Nordic capital goods companies as an analyst for 20 years.
Nordea's Johan Trocmé, director of Thematic Research, and analyst Viktor Sonebäck take a look at an industry facing its third major shock in only 12 years, with a COVID-19-induced demand collapse adding to sustainability pressures and volatility from oil being used as a geopolitical weapon.