By Kari Vatanen, Head of Asset Allocation and Alternatives at Elo: In 2026, the global economy will continue to grow in an environment overshadowed by the trade war. Investments in AI infrastructure will support economic growth in the United States, although productivity gains will remain limited. In Europe, growth...
In the search for diversification and higher returns, institutional investors worldwide have steadily increased their exposure to illiquid asset classes such as private equity,...
Diversification has long been a cornerstone of investing, designed to balance risk across different markets and asset classes. But with fiat currencies under persistent...
Diversification is often discussed in terms of broad asset allocation. For Jonas Thulin, the CIO of the Third Swedish National Pension Fund (AP3), diversification...
In the institutional investor’s world, diversification is not a slogan but an ongoing pursuit. While new strategies may come and go, some diversifiers have...
In late 2024, Laura Wickström concluded her first annual planning cycle as Chief Investment Officer at Veritas Pension Insurance Company, which shaped the investment...
