The Nordic Brief
Nykredit’s Infrastructure Equity Allocations
NordicInvestor interviewed Ulla Agesen, Head of Alternative Investments and Manager Selection, to identify what Nykredit is seeking from its external infrastructure managers.....
The Fed’s new approach to inflation – a game changer for investors?
The US Federal Reserve’s recent strategic turnaround could mark a critical break from three decades of central bank behaviour. Investors need to be prepared for the consequences of a leap into the unknown....
SKAGEN Funds’ Manager Selection – Growing open architecture platform and fund of funds
We spoke to Midhat Syed about the firms approach when selecting external managers for their growing execution-only platform, a fund of funds, and Skagen´s model portfolios.....
Mandatum’s private debt strategy – a diversified, longer-term, ESG conscious approach
NordicInvestor asked Mandatum’s Head of Alternatives, Jussi Tanninen, and its portfolio manager for private debt, Matias Hauru, what they seek from external managers......
The intersection of impact investing and UN SDGs
Building a framework to finding the companies and investments that offer much-needed solutions to many of the major challenges identified in the UN SDGs.....
Velliv’s long term infrastructure allocations – stable returns and inflation protection
Head of Alternatives, Christoph Junge, gives us an insight into how the team approaches infrastructure investments and how external managers are selected.....
Storebrand’s ESG Journey from Exclusions to Solutions
Jan-Erik Saugestad, CEO of Storebrand Asset Management, sat down to discuss the latest changes and future developments, amid a COVID-19 backdrop which is already throwing the ‘S’ of ESG into the spotlight....
Interaction between governments, companies and individuals in post-Covid-19 world will shape the future of responsible investing
We talked to Adrie Heinsbroek of NN IP to discuss the new "unknowns" that responsible investors will increasingly need to take into account in their decision-making....
Coronavirus, Illiquid Valuations and Opportunities
Liquid assets have become much more volatile since March 2020. With illiquids, the story varies more according to whether, when and by how much managers have changed valuations. It also varies by asset class....
European real estate has shown its resilience over the past four months
However, this is no time for complacency.....argues Simon Wallace, Global Co-Head of Alternatives Research and Strategy, DWS