The importance of staying invested
A short reminder from history....
By Jonas Wäingelin|2020-04-17T08:51:58+02:00April 17th, 2020|Categories: Equities, The Nordic Brief|
PRI intends to grow private market allocations
Peter Ragnarsson head of alternative investments at the USD 3bn non-life mutual insurance company PRI Pensionsgaranti, says the intention is to increase private market investments as returns are difficult to find in traditional fixed income....
Emerging market debt: An ‘all-season’ asset class
Alejandro Arevalo, Fund Manager of Jupiter’s Emerging Market Debt strategy, explains why he believes emerging market debt should be viewed as an ‘all-season’ asset class, not just for when the global economic environment is strong...
Should Fund Allocators Be More Contrarian?
Jupiter´s Magnus Jahnke believes so and would also argue that investors need to work their assets harder.....
Investment Management Fees: Is Competition Working?
Why are fees falling in certain asset classes yet remaining resilient in others?
The High Yield Position
Why a Long/Short approach to High Yield Credit makes sense in the current environment...
Making a Difference
Why ESG is Essential for Successful Investing in Emerging Markets Debt...
Interested in structural opportunities in emerging markets? Be prepared to think differently
Dáire Dunne, CFA, outlines his thoughts on the importance of secular trends and the investment opportunities they are creating...
Structured Credit Yield Pickup Persists
Can CLO´s provide a positive yield oasis amid negative yields?
Tailoring the Approach: Implementing ESG in Private Debt
Archie Beecher explains how a proactive approach helps identify ESG risk and exposure to it....