Over the past year we have interviewed allocators who specialise in alternative and private credit across the Nordics. This report highlights how Nordic investors and allocators are adapting to a new environment of raising rates, sticky inflation and possible recession and how it is effecting their strategies and allocations to alternative credit......
Thor Abrahamsen, Senior Investment Risk Analyst, spoke to us about new and growing allocations to private credit managers and some changes on the liquid credit side. On a new reality of higher inflation and interest rates, he notes that investing just got interesting again........
We interviewed Jani Partanen, Chief Investment Officer & CFO at Pohjantähti, to hear about the Finnish insurers strategies and allocations to alternative and private credit.....
We interviewed Jimmy Lundby, Chief Portfolio Manager for Private Credit Investments, to hear about a broad spectrum of risk and return profiles and where focus lies ahead........
In this interview with Portfolio Manager, Eveliina Nyandoto, she explains the financial and non-financial goals of the funds´s alternative and private credit allocations.....
Portfolio Manager, Michael Levén, shares his views on the current state of the private credit markets, where he sees opportunities and how manager selection is key to minimising downside risks.....
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......
Senior Portfolio Manager, Halldór Gretarsson and Head of Institutional Asset Management, Hjorleifur Waagfjord, talks to us about substantial growth in the foreign alternatives portfolio and how the aim is to double allocations still....
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......
Ville Toivakainen, Investment Director for Private Assets, sat down with Hamlin Lowell to talk about the firms newly launched series of fund of funds and how he is allocating to build diversified, all-weather portfolios over time.......
