The Nordic Brief
Nordea Wealth Management’s New Investment Team in Copenhagen
Kerstin Lysholm and Linsay McPhater in place to broaden access to alternatives and sustainable investments.....
Should Fund Allocators Be More Contrarian?
Jupiter´s Magnus Jahnke believes so and would also argue that investors need to work their assets harder.....
Investment Management Fees: Is Competition Working?
Why are fees falling in certain asset classes yet remaining resilient in others?
The High Yield Position
Why a Long/Short approach to High Yield Credit makes sense in the current environment...
Direct Lending: Is Market Maturity Cutting Covenants?
In the first of a series, we take a look at the deterioration of covenants in the private credit markets. How much of a problem does it pose and what it means for investors.....
Using AI to Pick AI Stocks
Using semantic & sentiment analysis on unstructured data, a multi factor quantitative model and the human review to identify companies positively exposed to the AI thematic....
Making a Difference
Why ESG is Essential for Successful Investing in Emerging Markets Debt...
Interested in structural opportunities in emerging markets? Be prepared to think differently
Dáire Dunne, CFA, outlines his thoughts on the importance of secular trends and the investment opportunities they are creating...
Exploiting Europe’s Exporting Excellence
Finding alpha in European small and mid-cap equities.....
Aktia’s Multi-Manager Private Credit Strategies
Head of Alternatives, Ville Toivakainen, talks trade finance, aircraft leasing, impact investing and much more…