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Are We at Peak Cycle for Equities

US equities keep on making new highs, but Norges Bank is increasing its allocation. Whether equities appear expensive or cheap depends on the definition, and varies greatly by regions, factors and sectors....

Asian Real Estate: Yield Pickup and Diversification

Investors could not only get some yield pickup but could also obtain a significant diversification benefit by adding Asian property to their portfolios - some Dutch pension funds have been investing in the asset class for over 20 years...

ESG & Impact Investing focus: Microfinance

SEB´s Portfolio Manager of MicroFinance, Hetal Damani, on what differentiates their microfinance strategy – both from an investment perspective and in terms of ESG.

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