FEATURED NEWS
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
TUTORIALS & GUIDES
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