Upcoming events
Roundtable: Operational Excellence, August 27th at Nimb Hotel, Copenhagen
Roundtable: Private Assets, September 4th at Nimb Hotel, Copenhagen
Roundtable: Private Assets, October *, Helsinki
Roundtable: Private Assets, October *, Stockholm
Panel discussion: Energy Transition, November*, Stockholm
LATEST ARTICLES
Private credit: Europe vs the US
Investors’ appetite for private credit shows no signs of abating, with estimates suggesting it will double in value over the next five years. But within the asset class, choices need to be made. With Europe and the US dominating almost 90% of the market, what are the key differences between these regions and where should investors set their focus?
Small caps riding the AI wave
The rapidly spreading use of artificial intelligence is even further and more dramatically intensifying the demand for powerful semiconductor chips. But how does the increased use of artificial intelligence impact the semiconductor sector and what risks and opportunities does it provide to small-cap companies in particular?
Quant factors, discretionary analysis and carbon measurement for danish mortgages
Jyske Bank’s independent asset manager, Jyske Capital, is the first manager we have seen applying quantitative style factors as part of its process for selecting Danish mortgage bonds. It is also unleveraged. Allan Willy Larsen, Head of Mortgage Bonds, talks to us about the strategy which has outperformed it´s benchmark over the last decade.......