The Nordic Brief
“All asset prices are on steroids, but we take a long-term view”, says Mikael Huldt, AFA´s Head of Alternative Investments. He also shares with us how the alternatives program is developing and how ESG criteria is evolving.....
Lars Erik Mangset is Chief Advisor, Climate Change for KLP, the largest occupational pension fund in Norway. In this interview he provides great insight into the work they are doing and how it is integrated into strategic asset allocation, risk and compliance.....
Church of Finland Pension Fund´s, Joonas Huttunen, gives us an in-depth interview on how they are adapting allocations to new environments and the challenges they see ahead....
We interviewed from Arion bank Hjörleifur Arnar Waagfjörð, Head of Institutional Asset Management, and Haraldur Yngvi Pétursson, Senior Portfolio Manager, to hear how the economy and investment strategies have developed over 2020 and 2021.
We spoke to Portfolio Manager, Andreas Stang who is responsible for the ESG strategy, to learn about how policies are partly firm-wide while additional policies apply to certain ESG strategies.....
Many investors are overexposed to the risks stemming from climate change while being underexposed to the accompanying investment opportunities....a thematic approach may well be the best way to deal with specific sustainability issues....
In the latest episode of our webcast series, we discuss European small-caps and wether it´s spring time and green shoots for the asset class. NordicInvestor´s Contributing Editor, Hamlin Lovell, was joined by Oddo BHF´s Armel Coville, Wellington´s Anna Lundén and TIN Fonder´s Carl Armfeldt, in a discussion that covered many angles on the opportunity set available.....
The quick dismissal by Christine Lagarde and other central bankers and economists on the prospect of debt cancellation as part of the pandemic recovery misses one very obvious fact......
A preference for Asia, dubbel-digit returns in EM, false confidence and a modest bias towards growth over value.....
Since September last year we have seen a significant turnaround in price trends of many agricultural commodities. What does this mean for inflation and is there potential for a new commodity super cycle?
