Since taking the helm as Chief Investment Officer of Apoteket’s Pension Fund in 2017, Gustav Karner has guided the €1.22 billion pension foundation to become one of Sweden’s top-performing pension funds. Delivering an annualized return of 7.1 percent over the past five years with low volatility, Apoteket’s Pension Fund...
Frontier markets have faced significant challenges in recent years, particularly from mid-2022 onward, as aggressive rate hikes by central banks – especially the Federal...
By Abdallah Guezour, Head of Emerging Market Debt and Commodities at Schroders: Emerging market debt (EMD) continues to perform well despite the “aggressive Trump” scenario...
Passive strategies have reached nearly every segment of financial markets, including the more remote corners of emerging market (EM) local currency debt. While passive...
Systematic investing has become a widely embraced approach in equities and other liquid asset classes, yet its adoption in fixed income – particularly in...
Emerging market investing has never been a one-size-fits-all approach, and China’s sheer size and role has only added to the complexity. As the world’s second-largest...
With some SEK 460 billion under management across virtually every asset class and region, Andra AP-fonden (AP2) stands as one of the largest pension...
Stockholm (HedgeNordic) – Emerging markets in the Asia-Pacific region, such as China, India, Indonesia, the Philippines, Thailand and Vietnam, have experienced significant economic expansion...
Stockholm (NordSip) – As we enter 2024, the investment landscape in emerging markets defies the notion of “business as usual.” The enduring effects of...
Stockholm (HedgeNordic) – Sweden’s buffer fund, AP3 Tredje AP-fonden, made the decision to divest all of its equity exposure to emerging markets in 2022...
Stockholm (HedgeNordic) – Frontier markets, often characterized by their smaller size, low-income economies, growing populations and underdeveloped infrastructure compared to emerging or developed markets, are...
