Most Recent Articles
Is ESG Creating 90s-Style Tech Bubble?
Stockholm (HedgeNordic) – Fund managers and investors are increasingly integrating environmental, social, and governance (ESG) factors into their investment processes and decision-making. The increased focus on ESG issues, however, is…
CME Group Macro View
CME Group
Could Coronavirus Impact Fed Policy?
The Fed might move swiftly to cut rates decisively and insulate the healthy US jobs market from the coronavirus, which has reignited global growth concerns.
Natural Gas Outlook for 2020
The fall in natural gas prices to multi-year lows is boosting US exports and benefiting consumers but crippling producers who fueled the output boom.
Mexico's Peso Shines Even as Economy Wobbles
The Mexican peso has outperformed the currencies of its regional peers Brazil, Chile and Colombia even as the country's US-dependent economy contracts.
Demographic Challenges to Growth
Demographics could be a major constraint to growth in the US and China in the 2020s as their populations age and growth in the workforce slows or stalls.
Dividend Futures Imply Slow Growth in 2020s
S&P 500 Annual Dividend Index futures are projecting dividend payments to grow at just 1.7% per year through the 2020s before adjusting for inflation.
Will Job Growth, Low Inflation Change Rates?
Will Fed keep rates steady amid a healthy labor market, more jobs available than job seekers and a subdued inflation?
Round Table Discussion
Kreditfonden Grows on All Fronts
Stockholm (HedgeNordic) – Stockholm-based asset manager Kredifonden keeps expanding its team as assets under management continue to rise. After announcing the hiring of Arnar Vidarsson in early February, the asset…
Alternative Risk Premia: Nordic Experiences and Expectations
(Partner Content From Kirstein) – Copenhagen-based consultancy Kirstein in this article outlines institutional investors’ experiences and expectations from investing in alternative risk premia. Results and conclusions are solely based on…
AIMA Highlights Benefits of CTAs
Stockholm (HedgeNordic) – Fresh research shows that investor portfolios containing managed futures funds perform better…
Nordsip Insights – Systematically Sustainable
Stockholm (NordSIP) – Welcome to the first issue of NordSIP insights. It is only the…
The Future State of the Investment Profession
Stockholm (NordSIP) – The President and CEO of the CFA Institute Paul Smith, CFA recently…
Problems Associated with Absolute Return Products
Stockholm (HedgeNordic) – With interest rates still near their all-time lows and broad equity markets…
Investors Screen Hedge Funds with Social Media Checks
Stockholm (HedgeNordic) – Pre-investment background checks can represent an essential part of the due diligence…
Which Hedge Fund Strategies Perform Best in Late-Cycle Phase?
Stockholm (HedgeNordic) – Market observers may have different views on where we are in the…
Stockholm (HedgeNordic) – Finnish systematic asset manager Estlander & Partners has expanded its fund range with the launch of Estlander & Partners Glacies AIF, a…
Stockholm (HedgeNordic) – Finnish insurance firm Mandatum Life has launched Mandatum Managed Futures Fund, an artificial intelligence-assisted fund that seeks to achieve positive absolute returns…
Stockholm (HedgeNordic) – Frost, the hedge fund launched by former employees at the now-closed Nektar at the beginning of January, has been closed to new…
Alternative Risk Premia: Nordic Experiences and Expectations
(Partner Content From Kirstein) – Copenhagen-based consultancy Kirstein in this article outlines institutional investors’ experiences and expectations from investing in alternative risk premia. Results and conclusions are solely based on…
