The Nordic Brief
Navigating Corona Crisis and Exploiting a new Set of Opportunities
We look at global emerging markets debt strategies and get one view on how to navigate the storm and reposition portfolios for the new environment....
The importance of staying invested
A short reminder from history....
PRI intends to grow private market allocations
Peter Ragnarsson head of alternative investments at the USD 3bn non-life mutual insurance company PRI Pensionsgaranti, says the intention is to increase private market investments as returns are difficult to find in traditional fixed income....
Asian Credit: the Boring Emerging Market for 2020?
We look at the key drivers in Asian credit and how careful selection means finding quality, liquidity and yield.....
Nordea’s External Product Strategy
Anders Bertramsen gives us an insight to Nordea´s thinking when picking external managers....and fires a few shots when it comes to ESG....
Church of Finland Pension’s Evolving ESG Policies
Q&A with Joonas Huttunen, CFA, Portfolio Manager and Responsible Investment Specialist at The Church Pension Fund, Finland
Yield Pickup from Baltic Property
Deals Break Records, but Liquidity Remains Limited
A Global Approach to Mid-Market Infrastructure
Foraging for Sustainable Growth and Income...
Emerging market debt: An ‘all-season’ asset class
Alejandro Arevalo, Fund Manager of Jupiter’s Emerging Market Debt strategy, explains why he believes emerging market debt should be viewed as an ‘all-season’ asset class, not just for when the global economic environment is strong...
AP1´s Majdi Chammas on Active management and ESG
An insight into Första AP-Fonden´s distinctive approach to global manager selection....