Petri Lehtola, Portfolio Manager at OP Asset Management, talks to us about allocations across a range of portfolios and his belief that default risk is key to credit investing and that it should also create good opportunities after a volatile period.....
We sat down with Søren Nielsen and Jan Willard to talk about a challenging past year where the team still managed to outperform their benchmark thanks to tactical allocations and strategic, bottom-up selection of illiquid strategies.......
Tuomo Hietaniemi and Antti Kortela, Portfolio Managers, Private Debt Funds, gives us an in-depth look into a well diversified portfolio of direct lending, specialty finance, asset backed lending and special situations strategies as well as strategies and allocations going forward....
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......
