The Nordic Brief
Disruption and Dispersion: A Bottom‑Up Approach to an Uneven Credit Recovery
While the COVID-19 pandemic has disrupted global credit markets, PIMCO believes bottom-up research is key to reveal opportunities for 2021......
Will the 2020s take us back to the 1970s?
As we reach the limits of what central banks can do to foster growth, the baton passes to governments....
Time to Look Ahead to a New Year: 2022
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Currency Hedging for Illiquid Asset Classes and Strategies
We take an in-depth look at how asset managers can, and perhaps should, offer hedging to investors in illiquid strategies. Safe to say, it requires a bespoke approach......
Proventus Capital Partners: Active ESG for Private and Public Credit
We talk to Marjo Koivisto, Investment Associate and Head of ESG, for an in-depth discussion about how the firm integrates ESG in their private credit strategies....
Veritas’s Global Equity Allocations
Portfolio Manager, Tapio Koivu, talks to us about the firm’s well diversified equities exposure and its ESG approach, which unusually does not have an exclusion list.....
How should a “Green Bond” be defined?
Following our recent roundtable, we interviewed Douglas Farquhar of NN Investment Partners, who previously worked as a verifier of green bonds, to discuss different opinions around classifying green bonds.....
Alecta’s ESG Policies; Integrated into active investment management
Peter Lööw, Head of Responsible Investments, gives us an insight into the Swedish pension giants approach to ESG and how they are guided by the core belief that companies who take ESG in to account will be better investments...
Climate change and emerging markets: assessing opportunities and challenges
Wellington´s Dáire Dunne provides a framework for incorporating climate-related themes into an EM portfolio.....
Kåpan’s Infrastructure Allocations – Resilient and sustainable
We spoke to Head of Alternatives, Mikael Falck, to discuss Kåpan´s infrastructure strategy and allocations....