Nordic high-yield bonds and the managers specializing in them have delivered strong returns in recent years, even outperforming local equity markets. Jarle Sjo, Head...
By Toke Hjortshøj, Senior Portfolio Manager at Impax Asset Management: Emerging market (EM) corporate bonds are on the frontline of the tariff war that...
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...
In late 2024, Laura Wickström concluded her first annual planning cycle as Chief Investment Officer at Veritas Pension Insurance Company, which shaped the investment...
