The Nordic Brief
What does ‘ESG integration’ really mean?
Today a large number of investors and asset managers use “ESG integration” to describe their overall approach to responsible investing but what does that really mean?
Single-Factor Products Gather Most Assets
“Smart beta” assets have reached $658.4 billion at the end of 2017, up 32.3% year on year, per Morningstar. Much of this resides in products that are based on only one factor concept.
Resilience Anticipated Amid Rising Rates
With interest rates in the Eurozone, Denmark and Sweden having been negative for some years, investors are considering a switch from fixed rate assets to floating rate assets, which should see their coupons increase when and if rates rise.
Pricing nature: carbon and biodiversity credits explained
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......
The Danish Mortgage Bonds Market: Surviving and thriving through multiple crises
How can investors combine exposure to cutting edge venture capital investing, with daily liquidity? A new hybrid vehicle, combining a fund of funds with direct investments into private companies, could be a solution......
Frontier Markets focus: Vietnam
For Asian equities in general, the first quarter of 2018 was pretty lacklustre. The long, thin country of Vietnam was head and shoulders above the rest. We look at the many drivers behind the country’s strong economic and stock-market performance.
Inflation Linked Bonds
Both short term interest rates, and yields on longer term government debt, are below inflation in most developed countries. Are inflation-linked government bonds a solution?
Harnessing ESG as an Alpha Source in Active Quantitative Equities
State Street Global Advisors (SSGA) explain how they view ESG as a source of alpha that could lead to positive portfolio performance over time
Alternative Risk Premia Strategies
A growing number of “alternative risk premia” (ARP) “style premia” and “alternative beta” funds are being launched (at least 35 and counting). How similar or different are ARP strategies? A deeper dive under the bonnet reveals marked differences
In search for ”the five Ps”
Andreas Weilby, COO of Spektrum, gives his views on the challenges currently facing institutional investors, how they source external managers to their portfolios, what he sees allocators are looking for in terms of strategies and how regulatory changes affect their business.