"An environment that continues to rattle risk markets should favor carry asset classes like credit, with a higher proportion of stable returns coming from coupon income, which can act as a buffer against volatility," argues two managers.......
We sat down with Patrik Jonsson, Head of Manager Selection and Private Debt, for a long and openhearted interview on how the fund is building their new private debt portfolio and how he picks external managers for the long term......
As impact investing gains traction, investors, regulators and end clients are placing greater scrutiny on impact measurement and management. One manager is building a platform for an objective, transparent and evidence-based approach to impact assessment and measurement.....
Over the past year we have interviewed CIO´s and Heads of ESG from over 35 Nordic asset owners. This in-depth report will give you insights to how they are investing and how they are approaching key challenges......
The European small-cap universe encompasses numerous sustainability-conscious companies doing innovative work that potentially enables them to outperform their competition.......
With a goal to generate decarbonization-related alpha, one manager seeks to find companies with the potential to be early adopters in the adjustment to a carbon-neutral reality. Thus generating the outperformance that can accrue to first movers.........
One manager gives their account of actual, measurable, progress being made on the ground when it comes to climate investing.....
Can the disconnect between short-term and long-term forces create buying opportunities in companies set to benefit from secular trends but whose valuations have dropped amid the broad equity declines.........
Showing tangible impact is a challenge for managers and asset owners alike. Wellington have developed a framework to show how they track the progress of portfolio companies and issuers, measuring impact progress and outcomes across strategies.......
Azhar Hussain, Head of Global Credit at Royal London Asset Management, argues that global high yield credit should have wider appeal, and that the front end of the market offers the best protection from the twin threats of inflation and recession......
