FEATURED NEWS
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....
TUTORIALS & GUIDES
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