The Nordic Brief
Finding compelling risk/reward in private debt
We spoke to Emmanuel Deblanc, of Allianz Global Investors, to find out where he sees opportunities in the private debt markets......
Pensam: Pandemic Response, Asset Allocation, ESG and Solvency II
We interviewed PenSam CIO, Claus Jørgensen, and Head of ESG, Mikael Bek, to hear about the pension fund’s shifts into illiquids and challenges in applying growing ESG ambitions.......
Championing asset/liability management and optimizing the balance sheet risk/return profile
Timo Salminen, Head of Capital Management at Fennia in Helsinki, heads a team which manages around EUR 2.8 billion for both Fennia’s non-life insurance and life insurance units. We spoke to him about about their investment strategy......
Net zero: how do we achieve it?
Wellington is a founding member of the Net Zero Asset Managers Initiative. This is their story on how to achieve net zero emissions of green house gasses by 2050 and what it means to them.....
Seeking Greater Solvency II Flexibility for Longer Term and Sustainable Investing
We spoke to SEB Life and Pensions´ Group Chief Investment Officer, Pontus Bergekrans, and Mikael Nyberg, Head of Fixed Income to talk about allocations, sustainability, the macro outlook and how they are turning to alternatives for risk premia......
Adding to alternatives and green assets, going global with ESG engagement
We had a long, and interesting, conversation with Anders Schelde, Chief Investment Officer at AkademikerPension, about asset allocation, ESG, Solvency II and remote working.....
Deriving opportunity from secular climate themes
Climate change presents risks to businesses that are unable to adapt and opportunities for those that can. Are both the risks and opportunities are underappreciated by the market?
Rethinking Rate Risk, Expanding ESG, and Internal Solvency II Modelling
We spoke to Thor Abrahamsen, Senior Investment Risk Analyst at Norwegian maritime insurer Gard, to find out what has - and has not changed - over the past 18 months.....
Gold and Silver: a differentiated precious metals strategy
Jupiter´s Gold and Silver strategy offers a way to express macro-economic views through two types of exposure gold and silver, including a differentiated approach to picking stocks.....
Pandemic Response, Asset Allocation, ESG and Solvency II
Shifting from fixed income to alternatives, reviewing ESG policies. Our interview with PRI Pensionsgaranti´s Head of Alternatives; Peter Ragnarsson.....