The Nordic Brief
Do standard definitions of the metaverse underplay its disruptive and transformative potential? By seamlessly integrating “real” life and digital worlds, it creates a new level of interconnectivity – and major new opportunities for investors.........
Increased yields on liquid high yield corporate debt are encouraging some investors to revisit the space, but they need to pay careful attention to sector and company selection and liquidity issues, says Alfred Berg´s Henrik Emil Hoyerholt and Kristoffer Sonnervik......
Ville Toivakainen, Investment Director for Private Assets, sat down with Hamlin Lowell to talk about the firms newly launched series of fund of funds and how he is allocating to build diversified, all-weather portfolios over time.......
With a goal to generate decarbonization-related alpha, one manager seeks to find companies with the potential to be early adopters in the adjustment to a carbon-neutral reality. Thus generating the outperformance that can accrue to first movers.........
We sat down with CIO, Thomas Otbo and Head of Private Credit, Michael Bech, for an in-depth look into the firms approach to building a dynamic private credit portfolio....
We caught up with CIO, Toni Iivonen, to talk about the firms broad allocations to alternative fixed income, the type of return targets they want to see and what they look for in new managers......
One manager gives their account of actual, measurable, progress being made on the ground when it comes to climate investing.....
Hamlin Lowell spoke to Head of Alternative Investments, Mikael Huldt, about the firms alternative credit program and the criteria for selecting managers......
Can the disconnect between short-term and long-term forces create buying opportunities in companies set to benefit from secular trends but whose valuations have dropped amid the broad equity declines.........
We catch up with Jussi Tanninen, Head of Private Debt and Real Estate, to talk about the strategy for the firms balance sheet as well as external client portfolios.....
