Skagen Fondene´s Head of ESG, Sondre Myge, gives his perspective on window dressing, counterproductive practices and how Skagen are refocusing on real economy outcomes and transition....
We spoke to Fredric Nyström, Head of Sustainability and Active Ownership at Trejde AP-fonden (AP3), about the fund´s sustainable investment policy and how it clarifies their focus on the biggest risks and influence on society.....
Within the direct lending universe M&G Investments believes the most attractive opportunities lie within the more conservative end of the mid-market. We explore why this is likely to be the case and how conditions within the asset class have changed....
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......
Investors’ appetite for private credit shows no signs of abating, with estimates suggesting it will double in value over the next five years. But within the asset class, choices need to be made. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
The rapidly spreading use of artificial intelligence is even further and more dramatically intensifying the demand for powerful semiconductor chips. But how does the increased use of artificial intelligence impact the semiconductor sector and what risks and opportunities does it provide to small-cap companies in particular?
How can investors combine exposure to cutting edge venture capital investing, with daily liquidity? A new hybrid vehicle, combining a fund of funds with direct investments into private companies, could be a solution......
As banks double-down on capital relief and balance sheet optimisation, this is creating an attractive and unique entry point for investors to gain exposure to the core, yet ‘harder-to-access’, parts of bank balance sheets and earn potentially attractive risk-adjusted returns.....
With Finland and Sweden joining Nato, continued war in the Ukraine and tensions in the middle east, weapons are in high demand. While they are a controversial topic, investors are carefully evaluating obvious ESG concerns as they consider the defence sector and how to access it.....
Markets believe central banks have solved the inflation problem without causing a recession. Not so fast! The re-emergence of inflation could again be one of the biggest risks to markets in 2024.
