Special Report: Alternative Fixed Income

Stockholm (HedgeNordic) – In its latest special report on alternative fixed income strategies, HedgeNordic is looking to identify how managers trading with various fixed income instruments are tackling what could well be a new regime.

We are revisiting Moma Advisors, who are on track for a vintage year with their Asgard funds, trying to understand the difference between sovereign and corporate EM debt with the help of Alejandro Arevalo from Jupiter Asset Management, and getting more insights into Danske ́s fixed income hedge funds. Formuepleje exlains how they are living with negative rates on Danish mortgage bonds, while Sampension lets us in on their viewpoint on negative interest rates.

Arion Banki shares their views on the Icelandic alternative credit market and opportunities that they believe exist there, and Scandinavian Credit Fund explains the ESG angle of lending to SME while State Street Global Advisors is pointing out the sweetspot on the carbon reduction curve. The team at QQM makes the bold claim, equity market neutral may actually be the best fixed income strategy out there while UBS highlights the role of exchange traded funds in the fixed income space. There should be something for every taste bud in this report.

We hope you enjoy the read and take the opportunity of wishing you a very merry Christmas and great start to 2020.

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The full report can be downloaded here: Alternative Fixed Income 2019

The featrued articles in the publication include:

• Late Cycle Fixed Income Markets
• A Feeding Frenzy on Yield
• A Vintage Year for the Asgard Fixed Income and Credit Funds
• Understanding the Differences Between Corporate and Sovereign Emerging Market Debt
• Danske’s Fixed Income Hedge Fund Strategies – Going Global With Fixed Income Arbitrage
• Living with Negative Rates on Danish Mortgages
• Sampension’s Viewpoint on the Low-Return World
• Alternative Fixed Income Market – Iceland
• ESG-Conscious Lending to Swedish SMEs
• Hitting the Sweet Spot on the Carbon Reduction Curve
• Equity Market Neutral – The Better Fixed-Income Strategy
• Fixed Income and ETFs
• The Healthy Organism of the Nordic Hedge Fund Industry