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As fiscal deficits and debt sustainability concerns intensify across the US and much of Europe, we at Nordic Insight has examined the data. The analysis shows that, despite some regional variation, the Nordics remain clear fiscal outperformers, with stronger debt dynamics and more sustainable public finances than most major economies. But how clear — and how durable — is this advantage?

The Nordic real estate sector plays a vital but often under-recognised role in supporting the region’s economies. Attracting sustained institutional investment thanks to its stability, safe-haven appeal and strong sustainability credentials, Nordic real estate underpins productivity, employment and long-term capital formation—making it a significant driver of the real economy.lighting the growing importance of policy risk for real estate investors.

In 2025, global markets have adjusted quickly to new US import tariffs. Sweden’s export-led economy, with its strong US links, is directly exposed, with potential effects on its industrial and logistics sectors. This article outlines industry impacts, mitigation strategies, and implications for key market hubs, highlighting the growing importance of policy risk for real estate investors.