FEATURED NEWS
Increasing opportunistic weightings in special situations and distressed, and expanding ESG
Petri Lehtola, Portfolio Manager at OP Asset Management, talks to us about allocations across a range of portfolios and his belief that default risk is key to credit investing and that it should also create good opportunities after a volatile period.....
A downturn is ahead, but pinpointing when and where is the real question
Azhar Hussain, Head of Global Credit at Royal London Asset Management, gives his views on where the high yield markets are heading in 2023 and how the story will be all about the recession and the shape of the default cycle.....
Laegernes Pension: Outperformance from SAA, TAA and illiquids
We sat down with Søren Nielsen and Jan Willard to talk about a challenging past year where the team still managed to outperform their benchmark thanks to tactical allocations and strategic, bottom-up selection of illiquid strategies.......
Elo’s private credit allocation: Well positioned for potential downturn
Tuomo Hietaniemi and Antti Kortela, Portfolio Managers, Private Debt Funds, gives us an in-depth look into a well diversified portfolio of direct lending, specialty finance, asset backed lending and special situations strategies as well as strategies and allocations going forward....
Nordic investor report: Alternative credit in the new economic climate
Over the past year we have interviewed allocators who specialise in alternative and private credit across the Nordics. This report highlights how Nordic investors and allocators are adapting to a new environment of raising rates, sticky inflation and possible recession and how it is effecting their strategies and allocations to alternative credit......
Harnessing the power of engagement in stewardship investing
Yolanda Courtines, Equity Portfolio Manager at Wellington, argues that strong relationships with companies, formed through regular engagement, allows asset managers to help companies navigate the increasingly demanding list of risks that management teams and boards are facing.....
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