Stockholm (HedgeNordic) – Following a strong run, the allure of alternative investments is still growing stronger, also within the Nordic financial community. Investors are drawn to the flexibility, diversification, and potentially higher, uncorrelated returns that private markets can offer. This magazine (access report here) aims to provide insights into the strategies and trends shaping this dynamic market, offering a platform for institutional investors, asset managers, and industry experts to share their perspectives and approaches.

We aim to keep you informed and inspired by the latest trends and developments in the private asset space. Whether you are an institutional investor seeking to refine your strategy, an asset manager looking to stay ahead of the curve, or a financial professional wanting to deepen your understanding of private markets, this magazine is designed to be your trusted companion. We hope you find HedgeNordic’s special report on “Private Markets” insightful as we take this journey to explore the multifaceted world of alternative investments together.

The publication opens with Raluca Jochmann of Allianz Global Investors introducing “Investing in the Infrastructure of Tomorrow with ELTIFs.” Following this, Laura Wickström, newly appointed CIO at Veritas Pension Insurance, explores “The Private Equity Allocation of a Smaller Institutional Player” with total portfolio of €4.6 billion and about €500 million in private equity.

In “UB FIGG Taps Forestry Expertise to Guide Private Equity Investments,” David Walker, a senior partner behind UB’s private equity fund, highlights the importance of expertise in private equity investing, particularly for first-time funds. Katarina Staaf, CEO of the Sixth Swedish National Pension Fund (AP6) – which exclusively invests in private equity, describes private equity as “an Ideal Asset Class For Pension Capital.”

Ian Wiese, portfolio manager at Barings Portfolio Finance, addresses the rise of the private equity secondary market in “Surge of the Secondaries: Financing Growth in an Undercapitalized Industry.” Johan Strömberg, Director of Private Asset Sales at Schroders, discusses “The Rise of Semi-Liquid Funds” as “A Gateway to Private Markets.”

Kristofer Kraus, who co-leads PIMCO’s asset-based finance business, goes Beyond Corporate Lending to talk about “Specialty Finance as the Next Frontier of Private Credit.” Christoph Junge, Head of Alternatives at the Danish pension fund Velliv, shares “Velliv’s Take on Private Markets,” with a focus on the growing appeal of private credit.

Gilles Lafleuriel, Head of Sweden at Obligo, emphasizes that “Not All Infrastructure Is Equal” by pointing out that there are other ways to invest in infrastructure. Finally, in “Alexandria Breaking Barriers to Private Markets,” Toni Iivonen from a Finnish private wealth and asset management firm with around 40,000 clients discusses how access to private market asset classes is expanding to individual investors, previously limited to institutions and the ultra-wealthy.

We hope you enjoy the read and find some interesting insights and food for thought.

Please find the report here. Happy reading!