The Nordic Brief
We interviewed Malin Hallén, Senior Portfolio Manager, Asset Allocation, to identify policies and priorities when selecting external funds, including UCITS Hedge Funds, and evolving ESG criteria....
Erik Bennike, head of credit at PensionDanmark, shares his outlook on the credit markets, how it is affecting allocations and why he is cautiously optimistic.....
Jupiter´s Guy de Blonay on where to find next generation, innovative technology companies....
We take an in-depth look at real estate through the lens of a manager who argues that the opportunity to generate outsized returns usually come at the beginning of a cycle when trends are less evident. We talk earnings stability, inflation, alpha generation as well as how Covid-19 has set in motion new patterns in real estate usage....
Martin Axell, Senior Portfolio Manager at Länsförsäkringar, talks to us about allocations and his big picture philosophy when it comes to diversification and manager selection....
Why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates....
Two impact investors discuss how a holistic approach makes it possible to source more deals and evaluate opportunities in both equities and bonds.....it takes a village to raise a child......
Teemu Ahonen, Head of Absolute Return at Ilmarinen in Helsinki, explains how active management is thriving on market volatility
Dr. Alexander Mende, Senior Investment Analyst, and Head of Investment Research at RPM shares his views on how systematic strategies have navigated the crisis and where RPM are making allocations......
COVID-19 has thrown new light on the interdependencies and vulnerabilities of a closely networked world. We spoke to Aviva Investors’ responsible investment specialists to ask whether this will prove a turning point for environmental, social and governance issues
