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.

A huge amount of information on the markets is available for investors. We have gathered everything important together, so you can remain up to date about the market conditions and get support for making investment decisions.  

What is happening on the markets and stock exchange right now?  

OP Asset Management’s weekly report 7.5.2025.

  1. Neutral weight amid the Trump show
    In the current climate, investors find themselves forced to choose between an easy and an exciting alternative. Market moves – both up and down –are pronounced. However, long-term investors can choose a less stressful route by ignoring market fluctuations and focusing on investment returns over time. Such investors have not lost sleep over the turmoil seen in April. At OP Asset Management, we have chosen a moderate option and do not react to every market swing. The asset classes in our portfolio, meaning fixed income and stocks, are neutrally weighted allowing us to monitor which way the economy is headed. European and emerging markets stocks and IG corporate bonds are overweight due to their return prospects being better than those of other markets.
  2. The economy and results have held out
    What is ultimately crucial for the markets is how much Trump's actions weigh on the economy and business results. The economic figures released for the US last week remained robust. Business confidence was slightly down but remained at a reasonably good level. Friday's employment data pointed to a robust job market. It is difficult to interpret economic figures amid the tariff tumult. While tariff fears have elevated some figures, they are expected to lower them moving forward. While risks of recession are projected to increase, the general expectation for now is that economic growth will slow but not grind to a halt.
  3. Fed meeting, service sector confidence and earnings
    This week's highlight is the US Federal Reserve Bank's meeting on Wednesday. However, it is not expected to produce major news: interest rates will not be touched nor are future moves likely to be discussed much. In addition to President Trump's daily announcements, in store this week are the service sector's confidence figures and a host of interesting earnings releases.

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.

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Neutral weight on asset classes

The market outlook remains highly turbulent due to tariffs and political decisions. In this environment, the market can swing wildly in both directions, and a neutral weight on asset classes is justified. 

Overweight in European and EM stocks

European and emerging markets stocks are given an overweight due to lower valuations and improving economic outlook
 

IG corporate bonds a favourite with fixed income investments.

The fixed income markets are also experiencing turbulence. Investment-grade corporate bonds provide stability to portfolios in this environment.

Investment insight – April 2025

Learn more about OP Asset Management’s newest investment views. Updated 15.4.

A clear and positive worldview is facing challenges as Trump's policies shake up economic and market outlooks. How much economic risk is Trump willing to take on?

Our portfolios have a neutral weight on stocks and bonds. Economic challenges have increased but on the other hand, markets are already prepared for a worse outlook.

The markets remain volatile as the one-man show in the US continues. Good diversification and looking further into the future are the keys for investors in the current environment.

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.

What's new

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.

This content, produced by OP Asset Management, is considered general market information and marketing material that does not fulfil the conditions of independent investment research, nor is it subject to the restrictions concerning trading before the publication of investment research. OP Corporate Bank plc produces independent investment research at OP Financial Group.  The content is intended solely for private use by OP Asset Management customers. Making copies and further publication or distribution without the written permission of OP Asset Management is forbidden. 

The presentation is based on public sources and on information which OP Asset Management deems reliable. However, this does not exclude the possibility that the information may be incomplete or contain errors. Neither OP Asset Management nor its employees are responsible for the financial result of investment decisions based on information obtained from this presentation or website, or for any other loss that may arise from using information contained in this presentation.

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.