Nordea’s External Credit Managers – Balancing Alpha and Risk Management
Anders Bertramsen, talks to us about where he sees opportunities in the credit markets, how his team selects managers and how they are kept in line once in....
Codan’s Credit Allocations – A broad spectrum of liquidity
Jon Pommergard Lind, Investment and Treasury Manager, who discusses how he balances weightings in highly liquid credit with the need for some allocations to earn additional yield from illiquidity premia.....
Mandatum: Good Risk/Reward from Selected Leveraged Loans
Head of Loan Strategy, Alexander Galotti, and Senior Portfolio Manager, Kimmo Salokoski, share their active, contrarian, opportunistic and benchmark-agnostic approach to investing in credit....
Confronting the Covid-19 crisis within the credit markets – Perceptions, insights & learnings
We were joined by Karsten Marzoll of SEB, Anand Dharan of Wellington, Jonas Thulin of Erik Penser and Martin Axell of Länsförsökringar for great discussion about the current state of the credit markets and what they expect from 2021.....
Building a Diversified Green Bonds Portfolio
We discuss ways in which investors can, and cannot, diversify a green bond portfolio, with Douglas Farquhar.....
Max Matthiessen: Majoring on High Quality and Investment Grade Credit
Q&A with Jon Arnell, Head of Investments, on the firms investment strategy for their pensions, asset management and non-life insurance products....
Emerging market debt: A path less volatile
An in-depth look into an asset class that keeps drawing the interest of investors thanks to attractive yields and its diversification potential. But while markets recovered quickly from the volatility, investors should remain cautious for the challenges ahead....
Global high yield: Stimulus fuels the march of the zombies
Zombie companies are the talk of the town. Will they limp on forever, storing up potential trouble for investors’ portfolios, or can they revive and thrive after the COVID crisis.......?
Innovation in the sovereign green bond market – Germany’s green twin bond
Earlier this month the German government issued its first green bond and plans a regular offering to build a green yield curve. With Germany being a key capital market, we take a loo at what this means for investors....
Finding credit opportunities amid the COVID crisis
Wellington´s Campe Goodman shares his views on the credit markets, the impact of Covid-19 and how he is allocating capital across sectors.....