Most Recent Articles
Atlant Fonder Buys the Dips
Stockholm (HedgeNordic) – Liquidity strains have impacted all parts of the Nordic corporate bond market, even the higher-quality segments. “For several years we have warned of the poor liquidity in…
CME Group Macro View
CME Group
How Oil Prices Impact Agriculture
Lower oil prices could reduce production costs for farmers. It could, however, weigh on biofuel producers who use corn and vegetable oils as feedstock.
Market Swings and Evolving Storylines
The evolving narrative about markets may be more critical to appreciating volatility than tracking lagging economic data during times of stress.
Oil's Supply-Demand Shock
The decline in oil prices is reminiscent of episodes in 1985-86 and 2014-16 when supply increased, with an additional element of falling demand.
Four Factors Likely to Slow Growth in Dividends
Market expectations for inflation and real GDP growth to be low are among factors that could limit the rise of dividend payouts in the 2020s.
Oil: Global Ramifications of Falling Prices
The sharp decline in oil prices may impact economics, politics, and related markets across the globe. Here's a historical perspective on two previous declines.
Permian Basin Oil Production Headed for a Decline?
Oil production in the Permian Basin could be headed for a slowdown amid a slump in capital expenditure, higher input costs and reduced demand.
Round Table Discussion
Hedge Fund Manager to Lead Norwegian Oil Fund
Stockholm (HedgeNordic) – The Norwegian sovereign wealth fund has named Nicolai Tangen (pictured) as its new chief executive. Tangen, who founded and led a London-based partnership managing about $16 billion…
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…
HFs Running Value-Oriented and RV Strategies to Shine
Stockholm (HedgeNordic) – J.P. Morgan Asset Management has released a report presenting outlooks for all…
How Hedge Funds Can Grow Assets
According to feedback from Novus´readers, today’s greatest challenge facing hedge funds is growth, and for…
Preqin Special Report: Hedge Fund Manager Outlook
Preqin’s latest survey of over 270 hedge fund managers finds that the industry is facing…
Stockholm (HedgeNordic) – A new Norwegian discretionary global macro fund has come to light. Launched in April 2018, FX NOR Global Makro combines a long-term…
Stockholm (HedgeNordic) – Warren Buffett once said that “it’s only when the tide goes out that you discover who’s been swimming naked.” Stefan Åsbrink (pictured),…
Stockholm (HedgeNordic) – Swedish asset manager Coeli Asset Management has launched a new concentrated long-only equity fund – Coeli European Opportunities – that will be…
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…
