The Nordic Brief
If rising costs still linger in the new year, it will be one of the biggest risk for investors in 2022. Capital Group´s Diana Wagner is looking for sectors and companies with pricing power to mitigate this.....
Thor Abrahamsen of Gard, Tomi Viia of OP and Frank Meijer of Aegon Asset Management joined us to discuss how they are seeking acceptable returns, risk, diversification and Solvency II compliance, from public and private fixed income and credit markets.....
How to close the disconnect between the climate world and the investment world and how the investment risks of climate change should be properly evaluated on a fundamental level.....
Niels Elmo Jensen, CFO, and Søren Nielsen, CIO, gives us insight to how Lægernes Pension Fund´s investment strategy continuous to evolve and how their team has managed to create impressive performance through tactical asset allocation and active management......
Targeting a major environmental issue and the investment opportunities it creates....
Gjensidige is one of only two insurers in Norway to have its own internal Solvency II model. We interviewed CIO, Eric Ranberg, to find out what has - and has not changed - over the past 18 months.
Alejandro Arevalo is seeing both fair value in absolute terms as well as relative value against US high yield being the the cheapest in half a decade....
Johan Held, Chief Investment Officer, talks to us about asset allocation, navigating the pandemic, regulatory hurdles and evolving ESG policies......
We explore the link between climate change and inflation and suggest strategies to help mitigate the threat to portfolios......
Tomi Viia, who runs a team managing EUR 11.5 billion of insurance assets gives insight into how the team is approaching strategic asset allocation, asset/liability management and tactical asset allocation.....
