FEATURED NEWS
Will the 2020s take us back to the 1970s?
As we reach the limits of what central banks can do to foster growth, the baton passes to governments....
Time to Look Ahead to a New Year: 2022
With a tight consensus now formed on the likely shape of 2021, mulling the outlook for 2022 might be more interesting, and more productive.....
Currency Hedging for Illiquid Asset Classes and Strategies
We take an in-depth look at how asset managers can, and perhaps should, offer hedging to investors in illiquid strategies. Safe to say, it requires a bespoke approach......
Proventus Capital Partners: Active ESG for Private and Public Credit
We talk to Marjo Koivisto, Investment Associate and Head of ESG, for an in-depth discussion about how the firm integrates ESG in their private credit strategies....
Veritas’s Global Equity Allocations
Portfolio Manager, Tapio Koivu, talks to us about the firm’s well diversified equities exposure and its ESG approach, which unusually does not have an exclusion list.....
Building a Resilient Infrastructure Portfolio – Virtual Roundtable Summary
Through Zoom we were joined by Alina Osorio of Fiera Infrastructure, Snorre Kofoed-Hansen of Velliv and Mikael Falck of Kåpan for a great discussion on how they are allocating to infrastructure, where they see potential for excess returns, where they see potential bubbles and how they work to incorporate ESG into the investment process...
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