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Nordea On Your Mind - Johan Trocmé
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.