Most insurance companies need to generate income from exposure to alternative and private credit, and have some ability to earn illiquidity and other premiums. We were joined by Fredrik Ehn of SPP, Erik Ranberg of Gjensidige and Rens Ramaekers from Aegon Asset Management to discuss the big shift from traditional assets into alternatives......
Finding future-proofed companies with an explicit focus on climate mitigation or climate adaptation......
Timo Salminen, Head of Capital Management at Fennia in Helsinki, heads a team which manages around EUR 2.8 billion for both Fennia’s non-life insurance and life insurance units. We spoke to him about about their investment strategy......
Wellington is a founding member of the Net Zero Asset Managers Initiative. This is their story on how to achieve net zero emissions of green house gasses by 2050 and what it means to them.....
Despite the coronavirus pandemic and ensuing global slowdown, 2020 was a watershed year for China in many ways. We look at how China is delivering on its long-term strategy and what opportunities this can provide for investors.....
Climate change presents risks to businesses that are unable to adapt and opportunities for those that can. Are both the risks and opportunities are underappreciated by the market?
Many institutional investors have been attracted in recent years by the potential for high yields on mortgage investments. Exposure to the mortgage market can be achieved in various ways. In this article, we compare Danish mortgage bonds with direct investments in Dutch mortgage loans.......
The last 12 month’s market turmoil has illustrated what can happen when the markets are suddenly faced with a risk for which they are unprepared. It is also a reminder that uncertainty is disruptive for businesses and investors alike, and that risk management is paramount in the pursuit of long-term goals.....
Q&A with Jonna Ryhänen and Katja Einesalo from ELO, pension insurance company, which manages EUR 26 billion in pensions for one third of all Finnish companies and about 40% of self-employed people in Finland.........
Inflation has been dormant for at least the last two decades. While out-of-sight, it is never out-of-mind especially in financial markets. So, are current inflation fears excessive?
