Current market condition

What is the current market condition? Learn more about market outlooks by experts. This will help you remain up to date about the market conditions, stock exchange and views on how to diversify investments. You will also find the latest capital market reports.

 

OP Asset Management’s weekly report 5.11.2025.

 

  1. October an exceptionally strong month for investments
    Equity markets rose across the board thanks to positive news cycles. Finland stood out with returns of nearly 9%, and fixed income investments also performed well.
  2. Equities to remain in overweight position in portfolios
    OP Asset Management continues to maintain an overweight position in equities, with a preference on Europe, emerging markets and North America. In fixed income investments, the weight is on emerging markets bonds and corporate bonds
  3. Outlook for next year remains optimistic
    In the baseline scenario, economic growth is set to continue, the impact of policies is light, and companies' earnings growth supports the equity market. Expected return on equities is at around 10%, with fixed income and alternative investments also forecasted to perform well.
  4. Alternative scenarios offer increased volatility
    A recession could cause equity prices to fall by around 20%, while a strong upside scenario would boost prices by a similar amount. Yields from fixed income instruments vary depending on the scenario.

Views on the diversification of investments

Read more about our views on diversification between various asset classes and within them. Are your investments diversified according to market conditions? Compare our views on the diversification of your investment portfolio.

Equitys overweight 

Maintained since the spring, out equity overweightning has had excellent results.

Overweight on European, North American and EM stocks.​​​​​

Economic and earnings growth are becoming more widespread, shoring up stock prices around the world.

Bonds with credit risk look best among fixed income investments

High-yield loans bring the best yields as delinquencies remain low.

Alternative investments favour real estate and selected debt investments

Morning reports and equity analyses

Order the morning report through OP-mobile and be among the first to hear the hottest stock exchange news. The morning report includes the latest economic observations and company-specific reports. 

You will get more detailed analyses on Finnish and international listed companies in the equity analyses. Analyses are available via OP-mobile and the op.fi service for free.

Equity prices now – what is happening in the stock exchange today? 

Log in and follow stock prices in the Nordic countries, United States and elsewhere in Europe. You will also see the most exchanged equities in the exchange as well as the top rising and falling equities.

Where to invest right now?

See all of this week’s investment ideas regarding funds, equities, structured investments and ETFs.

Pörssipuhetta podcast (in Finnish)

Our Chief Investment Strategist Lippo Suominen and Head of Research Antti Saari will explain events concerning the stock exchange and economy, while offering concrete advise for better investment decisions.

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This presentation is marketing material. OP Asset Management Ltd (later “OP Asset Management”) is an investment management firm under OP Financial Group, the operations of which are supervised by the Finnish Financial Supervisory Authority. OP Asset Management provides institutional clients, other entities and wealthy individuals with asset and wealth management services. OP Fund Management Company Ltd also acts as the portfolio manager for OP funds and as the insurance agent for OP Life Assurance Company Ltd. OP’s mutual funds are managed by OP Fund Management Company Ltd. Unit-linked insurance policies are granted by OP Life Assurance Company Ltd, which also owns the investment baskets.

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This presentation does not constitute investment advice and is not intended as an offer to buy or trade any securities or as encouragement to buy or sell financial instruments of any kind. Investment decisions should not be based solely on the information in this presentation. The value of an individual financial instrument increases and decreases in accordance with developments in markets, and past performance should not be seen as an indication of future performance.