- Advertisement -

Latest Allocator News

Stockholm (HedgeNordic) – Henrik Gade Jepsen is taking on the role of Chief Investment Officer at Sweden’s biggest pension fund, Alecta, to replace outgoing CIO Hans Sterte. Jepsen previously served as the CIO of Danish pension fund ATP before fulfilling the role of Head of Asset Management at Danske...

Allocator Interviews

spot_img

Allocator Interviews

Latest news in alternatives

Ukraine, Supply-Chain Shortages and Soaring Prices – Accelerators of Sustainable Development

(By Patrick Rivière, Executive Chairman of La Française Group (pictured)) - In the aftermath of a global health crisis that disrupted production chains, Russia's invasion...

New Theme: Real Income Destruction

Stockholm (HedgeNordic) – Michal Danielewicz and Jens Larsson, the founders and managers of thematic-focused long/short equity fund St. Petri L/S, had warned about the...

Blockification

Stockholm (HedgeNordic) – After decades of lurking in the shadows, inflation is back with prices rising all around the world. Perhaps surprisingly, inflation rates...

The Inflation Puzzle

By Peter Lindahl – Evli: Last year, strong global economic growth resulted in high inflation, particularly in the US. The whitewash explanation for higher...

Systematic Strategies Thrive in the New Inflationary Climate

London (HedgeNordic) – Aspect Capital’s Director of Investment Solutions, Razvan Remsing (pictured), sees multiple factors coalescing to strengthen the case for a new long-term regime of...

Back To The Future: Are We Heading Back To The 1970s?

By Steven Desmyter – Man Group: War on the European mainland. Inflation at 40-year highs. The present seems to have arrived as if from...

Investing in Commodities as an Inflation Hedge?

By Harold de Boer – Head of R&D at Transtrend: Since early 2021, inflation has been firmly back on the agenda. Many investors are...

Are We in for a Soft Landing?

 The Federal Reserve (the Fed) has undoubtedly caused many U.S. recessions over time when attempting to fight inflation through tighter monetary policy. However, sometimes...

Macro Hedge Funds Surge in March as Inflation, Geopolitical Risk Rise

CHICAGO, (April 7, 2022) – Macro hedge funds surged to lead industry-wide gains in March, completing a record 1Q by again posting sharp returns...

The Intangible Quality of a Great Business

Stockholm (HedgeNordic) – Academic research shows mounting evidence of superior value creation at businesses where the founder plays a significant role either as CEO,...

Extraordinary CEOs

By Oddbjørn Dybvad, CIO – REQ Capital: As an investor you entrust senior management in an organization with your capital. Finding exceptional management teams...

Uncovering Attractively Valued Compounders

Stockholm (HedgeNordic) – So-called compounder stocks usually describe growing high-quality companies that can compound earnings and shareholder value on a consistent basis by reinvesting...