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Special Report: Alternative Fixed Income

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Stockholm (HedgeNordic) – Although fixed income markets suffered a meltdown in 2022, the rise in yields has captured the attention and interest of investors seeking to make a ‘real’ return on investments. After a decade of low interest rates that has suppressed the bond market’s ability to generate attractive and reliable returns, fixed-income investing is entering an exciting new era.

This year’s edition of HedgeNordic’s report on “Alternative Fixed Income” starts off with David van Bragt and Daniel Torres from Aegon Asset Management outlining the “Opportunities in Alternative Fixed Income.” Magnus Dahlgren and Fredrik Carlsson from Carlsson Norén Asset Management discuss the opportunity set in hybrid securities, “The Road Less Traveled: The Space Between Bonds and Equities.” 

Ulrika Bergman, Chief Investment Officer at the Nobel Foundation, talks about hedge funds serving as the “Nobel Foundation’s Alternative to Fixed Income” in recent years. With fixed-income markets more attractive amid higher interest rates, she is weighing the pros and cons of shifting some of the hedge fund allocation to fixed income. Sissener Corporate Bond Fund has navigated a series of sell-offs in the Nordic high-yield corporate bond market since launching in the first quarter of 2019. Portfolio manager Philippe Sissener says the key has been to “Stay Active and Handpick Your Credits.”

Private Credit is Core Component for Ericsson Pensionsstiftelse,” says Michael Levén, portfolio manager at the pension fund covering the employees of Swedish telecoms company Ericsson. After celebrating its 20-year anniversary this summer, Asgard Fixed Income Fund, one of the most decorated Nordic hedge funds, “Eyes Promising Risk Premia Opportunities.” Patrik Jonsson, who was entrusted with the responsibility of building AP2’s private debt allocation, “Sees Private Debt as Compelling Alternative to Equities.”

In “Ridge Capital’s Flexibility in the Nordic High-Yield Market,” Christoffer Malmström and Måns Levin introduce their freshly launched strategy to seize opportunities in the Nordic high-yield corporate bond market. Josephine Richardson from Anthropocene Fixed Income Institute talks about Sustainability-Linked Bonds, which can be thought of as “A New Financial Derivative.”

Søren Mørch from Danske Bank Asset Management then describes the process of “Making a Successful EMD Strategy Even Stronger With Artificial Intelligence.” Sriram Reddy from Man GLG concludes by sharing the fourth-quarter credit outlook in “Price Is What You Pay, Value Is What You Get.”

In the pages that follow, you will find a compendium of insights, analyses, and case studies, each offering a unique vantage point on the dynamic world of alternative fixed income strategies and the hedge funds that traverse it. We invite you to embark on this journey with us, as we illuminate the pathways to stability and prosperity in an era defined by change.

We hope you have a good read with this magazine. You can access the publication here.

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Kamran Ghalitschi
Kamran Ghalitschi
Kamran has been working in the financial industry since 1994 and has specialized on client relations and marketing. Having worked with retail clients in asset management and brokerage the first ten years of his career for major European banks, he joined a CTA / Managed Futures fund with 1,5 Billion USD under management where he was responsible for sales, client relations and operations in the BeNeLux and Nordic countries. Kamran joined a multi-family office managing their own fund of hedgefunds with 400 million USD AuM in 2009. Kamran has worked and lived in Vienna, Frankfurt, Amsterdam and Stockholm. Born in 1974, Kamran today again lives in Vienna, Austria.

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