Head of Asset Management, Jonas Thulin, called a trough in equities in June 2022 and turned bullish. Now he is looking forward to less uncertain markets in 2023, with lower inflation and interest rates boosting risk assets.... ........
In some credit sub-asset classes, such as US high yield, many pure passive products and active managers have historically lagged the leading benchmarks used by institutions. A happier medium could be an efficient beta approach with tight tracking and a fundamental factor tilt mitigating some biases that can hamper long-term returns.....
We interviewed Jani Partanen, Chief Investment Officer & CFO at Pohjantähti, to hear about the Finnish insurers strategies and allocations to alternative and private credit.....
We interviewed Jimmy Lundby, Chief Portfolio Manager for Private Credit Investments, to hear about a broad spectrum of risk and return profiles and where focus lies ahead........
In this interview with Portfolio Manager, Eveliina Nyandoto, she explains the financial and non-financial goals of the funds´s alternative and private credit allocations.....
Senior Portfolio Manager, Halldór Gretarsson and Head of Institutional Asset Management, Hjorleifur Waagfjord, talks to us about substantial growth in the foreign alternatives portfolio and how the aim is to double allocations still....
Local Tapiola´s Director of Private Equity & Private Debt, Tero Pesonen, talks to us about tactical allocations and how a broader mandate, with more flexibility, allows for a wider collection of return drivers and better diversification......
Increased yields on liquid high yield corporate debt are encouraging some investors to revisit the space, but they need to pay careful attention to sector and company selection and liquidity issues, says Alfred Berg´s Henrik Emil Hoyerholt and Kristoffer Sonnervik......
Ville Toivakainen, Investment Director for Private Assets, sat down with Hamlin Lowell to talk about the firms newly launched series of fund of funds and how he is allocating to build diversified, all-weather portfolios over time.......
We sat down with CIO, Thomas Otbo and Head of Private Credit, Michael Bech, for an in-depth look into the firms approach to building a dynamic private credit portfolio....
