The Nordic Brief
Markets believe central banks have solved the inflation problem without causing a recession. Not so fast! The re-emergence of inflation could again be one of the biggest risks to markets in 2024.
Fallen angels – or high yield bond issues that were formerly investment grade – have seen an extraordinary run of outperformance, through multiple credit market and sector specific cycles over the past two decades. We look at why........
Transaction cost analysis (TCA) awareness is on the rise, with equity and bond investors increasingly recognising trading as a key area of leakage.....
As East Asia celebrates the Lunar New Year on 10 February 2024, investors in Chinese equities will be relieved to bid farewell to the disappointing Year of the Rabbit, and may wonder whether the Year of the Dragon – traditionally considered one of the luckiest in the Chinese zodiac – will live up to its reputation......
Many impact investors are keen to demonstrate or be assured that the world changed as a result of an investment made. Brunno Maradei, CFA, Global Head of Responsible Investment at Aegon AM, suggests there is a need to look beyond additionality in the pursuit of authentic impact investing
It is critical that we reduce and decarbonise aviation as soon as possible, but this is challenging as alternative technologies are not ready today. Does Sustainable aviation fuel offer a real-world way to continue flying more sustainably?
As impact investing is picking up increasing interest amongst Nordic investors, we look at some of the nuances and specifics that should be considered when defining strategies......
In a dramatically reshaped macro and market landscape, insurance investors are in uncharted waters. What are the keys to navigating them?
While global interest rates raced higher last year, 2023 has been characterised by a cooler economic environment as central bank tightening slows and rates stabilise. Invesco´s experts from their direct lending, bank loans and distressed credit teams share their views on what’s next, and what this means for private credit investors......
An increasingly varied universe, private markets may offer interesting entry points for investors amid volatility in public markets and demand for capital. We highlight three areas to consider.....
