High-yield bonds have long functioned as a carry-driven return engine in institutional portfolios, offering enhanced income and access to the corporate credit risk premium. Positioned between traditional fixed income and equities, the asset class has historically delivered attractive total returns through a combination of coupon income and spread compression....
High-yield bonds have long functioned as a carry-driven return engine in institutional portfolios, offering enhanced income and access to the corporate credit risk premium....
While Norway’s global sovereign wealth giant, the Government Pension Fund Global, widely known as the Oil Fund, invests trillions across international markets, its lesser-known...
Many institutional investors have gradually internalized mandates once awarded to external managers, seeking tighter cost control, greater transparency, and improved alignment. Emerging market debt...
After several years of strong performance in fixed income, the easy gains in credit markets appear largely exhausted. With corporate spreads now hovering near...
Emerging markets have spent much of the past decade testing investors’ patience. After years of trailing U.S. equities, the asset class finally turned the...
Diversification is often discussed in terms of broad asset allocation. For Jonas Thulin, the CIO of the Third Swedish National Pension Fund (AP3), diversification...
ESG integration remains a standard component of private credit investing, particularly in Europe and among Nordic institutional allocators, but its momentum has slowed. Conversations...
Institutional investors today allocate across virtually every corner of public and private markets, and private credit has emerged as a market in its own...
Anders Ellegaard has served as Head of Fixed Income at Industriens Pension for nearly six years, overseeing the pension fund’s fixed-income portfolio spanning traditional...
SH Pension, a Swedish occupational pension company owned by its customers, was established in 1946 and specializes in providing pension solutions for business owners...
OP Financial Group is one of Finland’s largest financial institutions, combining banking, insurance, and asset management under one umbrella. While OP has a long...
Private equity has matured into a mainstream – if not cornerstone – allocation for institutional investors. Following years of record fundraising and valuation expansion,...
