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LATEST ARTICLES
Swedbank Robur’s External Managers including Liquid Alternatives
We interviewed Malin Hallén, Senior Portfolio Manager, Asset Allocation, to identify policies and priorities when selecting external funds, including UCITS Hedge Funds, and evolving ESG criteria
Carefully Selected Credit offers Good Risk/Reward
Erik Bennike, head of credit at PensionDanmark, shares his outlook on the credit markets, how it is affecting allocations and why he is cautiously optimistic.....
Harnessing disruptive structural growth
Jupiter´s Guy de Blonay on where to find next generation, innovative technology companies....
Capitalising on the next real estate cycle
We take an in-depth look at real estate through the lens of a manager who argues that the opportunity to generate outsized returns usually come at the beginning of a cycle when trends are less evident. We talk earnings stability, inflation, alpha generation as well as how Covid-19 has set in motion new patterns in real estate usage.
Länsförsäkringar’s External Equity and Fixed Income Managers – Diversification by asset class, style and strategy
Martin Axell, Senior Portfolio Manager at Länsförsäkringar, talks to us about allocations and his big picture philosophy when it comes to diversification and manager selection....
The art of differentiation
Why there are still opportunities for investors in emerging market debt, despite expectations of higher defaults and lower recovery rates....
A collaborative approach to impact investing
Two impact investors discuss how a holistic approach makes it possible to source more deals and evaluate opportunities in both equities and bonds.....it takes a village to raise a child......
Ilmarinen’s Absolute Return Strategies
Teemu Ahonen, Head of Absolute Return at Ilmarinen in Helsinki, explains how active management is thriving on market volatility
Quant Strategies During and After the Great Coronavirus Crisis (GCC)
Dr. Alexander Mende, Senior Investment Analyst, and Head of Investment Research at RPM shares his views on how systematic strategies have navigated the crisis and where RPM are making allocations......
Will COVID-19 prove a watershed for ESG?
COVID-19 has thrown new light on the interdependencies and vulnerabilities of a closely networked world. We spoke to Aviva Investors’ responsible investment specialists to ask whether this will prove a turning point for environmental, social and governance issues
AP1´s External Partnerships and Innovation
Helene Idenstedt was recently appointed to lead AP1´s newly formed group for external partnerships and innovation. In an interview with NordicInvestor she talks about the new organisation and strategy within AP1 as well as how the events in recent months have changed the way they work with external managers......
Eric Penser Bank: a V-Shaped Recovery is Possible in the US
Eric Penser Bank’s Head of Asset Management, Jonas Thulin, has an impressive forecasting track record and believes a V-shaped recovery is possible in the US. But he is very selective about the managers he picks......
Differentiation is key as crisis exposes pre-existing vulnerabilities
We take a further look into Emerging Markets and caught up with Alejandro Arevalo to learn more about which sectors and countries he seeks out or avoids....
Why the Market Gets Sustainable Investing Wrong
Inefficiencies in the sustainable investing segment give active investors opportunities to generate outperformance over the long term....
The Norwegian Oil Fund´s 20 Years with External Managers
The great white whale of the Nordics shares their experience of 20 years investing with external managers....
Fixed income opportunities and threats for insurers in a rapidly changing world
The outbreak of the coronavirus across the world has sent financial markets into shock. This article provides an update on how recent market turmoil has impacted fixed income assets, the core holdings for most insurers...
Icelandic Pensions Diversifying Overseas and into Alternatives
Nordic Investor interviewed Snædís Ögn Flosadóttir, Managing Director of EFÍA and LSBÍ pension funds and the operations manager of Lífeyrisauki supplementary pension fund, to find out how these Icelandic pension funds are broadening their horizons....
FIM Asset Management Expanding ESG Policies
Päivi Riutta-Nykvist, Head of Portfolio Management, explains how ESG is used as an Alpha driver for internal and external managers.....
Vertitas’ Kari Vatanen on Alternative Risk Premia – Not a One Size Fits All Strategy
Veritas Pension and Insurance’s new CIO, Kari Vatanen, discusses some of the variables investors can research when comparing risk premia managers and strategies....
Danske Bank’s ESG Policies and Data Analytics
We interviewed Danske Bank’s Global Head of Sustainability and Impact Investing, Ulrika Hasselgren, to find out about the firm’s growing suite of internal and external ESG analytics.
Navigating Corona Crisis and Exploiting a new Set of Opportunities
We look at global emerging markets debt strategies and get one view on how to navigate the storm and reposition portfolios for the new environment....
The importance of staying invested
A short reminder from history....
PRI intends to grow private market allocations
Peter Ragnarsson head of alternative investments at the USD 3bn non-life mutual insurance company PRI Pensionsgaranti, says the intention is to increase private market investments as returns are difficult to find in traditional fixed income....
Asian Credit: the Boring Emerging Market for 2020?
We look at the key drivers in Asian credit and how careful selection means finding quality, liquidity and yield.....
Nordea’s External Product Strategy
Anders Bertramsen gives us an insight to Nordea´s thinking when picking external managers....and fires a few shots when it comes to ESG....
Church of Finland Pension’s Evolving ESG Policies
Q&A with Joonas Huttunen, CFA, Portfolio Manager and Responsible Investment Specialist at The Church Pension Fund, Finland
Yield Pickup from Baltic Property
Deals Break Records, but Liquidity Remains Limited
A Global Approach to Mid-Market Infrastructure
Foraging for Sustainable Growth and Income...