The Nordic Brief
Q&A: Jupiter’s Naylor-Leyland on a Golden Opportunity, Shrinkflation and Political Money
Does gold and silver still have a role to play in a well-diversified portfolio?
Quality and ESG: the keys to unlocking the European small-cap opportunity
Should European small-caps be a long-term strategic allocation for investors and can they deliver alpha throughout the economic cycle?
Mandatum’s Mid-Market Nordic Private Equity – Minority investing in growth companies
We interviewed Sampo plc Portfolio manager, Alexander Antas, to discuss the insurer’s approach to private equity investing for its proprietary capital and client capital.....
DNB Multi-Asset Team Readies Fund of Hedge Funds
NordicInvestor interviewed Anette Hjertø, Head of Absolute Return Investments at DNB Asset Management, to discuss the firm’s multi-asset and fund of hedge funds strategies.....
Global high yield: Stimulus fuels the march of the zombies
Zombie companies are the talk of the town. Will they limp on forever, storing up potential trouble for investors’ portfolios, or can they revive and thrive after the COVID crisis.......?
A Different Perspective on ESG, Growth and Technology Investing
NZS Capital´s President and Chief Risk Officer, Adam Schor, talks to us about how the new paradigm is stakeholder capitalism: that shareholder value can be improved via maximizing value for all stakeholders. And, how this Non-Zero Sum game gave the firm it´s name.....
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.....
COIN readies illiquid credit manager search
Specialist independent investment consultant, COIN Investment Consulting Group, will in 2021 begin a private credit search on behalf of “second tier” Swedish institutional investors. We interviewed Jonas Lindgren, Head of Alternatives Manager Selection, for a heads up on the next search.....