Alejandro Arevalo is seeing both fair value in absolute terms as well as relative value against US high yield being the the cheapest in half a decade....
Johan Held, Chief Investment Officer, talks to us about asset allocation, navigating the pandemic, regulatory hurdles and evolving ESG policies......
Tomi Viia, who runs a team managing EUR 11.5 billion of insurance assets gives insight into how the team is approaching strategic asset allocation, asset/liability management and tactical asset allocation.....
The strategy has outperformed global equities by a massive margin: a mid-teens annualized percentage since March 2017. Simon Steele and his team are confident about double digit earnings growth across the portfolio and holdings are generating non-cyclical growth with drivers very different from the index.....
Lars-Göran Orrevall of Skandia Liv, Niels Elmo Jensen of Laegernes Pension and Emanuele Fanelli of Aegon Asset Management joined us for a broad discussion on the principles and policies guiding their ESG strategies.....
Jan Erik Saugestad, CEO of Storebrand Asset Management, who was previously CIO of the group, shares his views on the Covid working environment, asset allocation and ESG.......
We spoke to Emmanuel Deblanc, of Allianz Global Investors, to find out where he sees opportunities in the private debt markets......
We interviewed PenSam CIO, Claus Jørgensen, and Head of ESG, Mikael Bek, to hear about the pension fund’s shifts into illiquids and challenges in applying growing ESG ambitions.......
We spoke to SEB Life and Pensions´ Group Chief Investment Officer, Pontus Bergekrans, and Mikael Nyberg, Head of Fixed Income to talk about allocations, sustainability, the macro outlook and how they are turning to alternatives for risk premia......
We had a long, and interesting, conversation with Anders Schelde, Chief Investment Officer at AkademikerPension, about asset allocation, ESG, Solvency II and remote working.....
