The Nordic Brief
“Target Date” Corporate Credit: Oddo BHF Haut Rendement 2025
Q&A with Alain Krief and the bond stategy that replaces benchmarks with target dates...
PensionDanmark keeps on looking for illiquid alternatives
Kim Nielsen, Head of Private Debt, explains the Danish pension giants approach to alternative investments and why he is so happy to live without liquidity...
LGIM´s Approach to Responsible Investing
How responsible investing not only mitigates risks, but also leads to better long-term financial outcomes without sacrificing performance...
Can socially responsible investing enhance returns in corporate credit?
For a bond manager, there are many credible options to deploy in an ESG strategy...
What´s Your ESG Score?
Time for boards to wake up and realise that ESG is no longer just a topic that shows up once a year in the company’s Corporate Responsibility report...
Why pressure is growing on investment management costs
The growth in index investments over the last decade has been one of the biggest trends in investment management. There have been a number of factors behind this, but for many making the switch cost is the starting point.
A look across the Border – Danish mortgage bonds versus Dutch mortgage loans
For investors who allocate part of their assets to illiquid categories, Dutch mortgages can offer an additional spread compared to Danish mortgage bonds...
Frontier Market Focus: Ukraine
If Russian stocks may be some of the cheapest in emerging markets, certain equities in neighbouring Ukraine may have some of the lowest valuations in the frontier market universe.
What extreme weather is revealing about regenerative farming
For years, portfolio design focused on growth, liquidity and diversification across markets. These remain important, but they no longer describe the full picture. A run of environmental shocks, disrupted supply chains and resource constraints has reminded investors that real economic systems have a direct bearing on long-term value......
Keeping it real
Kåpan´s Mikael Falck on the pension giants search of real alternatives and the managers that can help him find them