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Allocator Interviews

Latest news in alternatives

Sissener’s Prudent High-Yield Strategy in Volatile Five-Year Journey

Stockholm (HedgeNordic) – Nordic high-yield-focused Sissener Corporate Bond Fund marked its five-year anniversary in March of this year under the guidance of Philippe Sissener....

Potential for Attractive Returns with Nordic High-Yield Bonds

By Svein Aage Aanes, DNB Asset Management – The Nordic bond markets are currently worth a closer look, and the market environment is particularly...

Rhenman Embracing Change Amid an Ever-Changing Healthcare Sector

Stockholm (HedgeNordic) – The largest equity hedge fund in the Nordics with assets under management just shy of $1 billion, the Rhenman healthcare fund,...

Navigating Asia-Pacific’s Transition to Sustainable Growth

Stockholm (HedgeNordic) – Emerging markets in the Asia-Pacific region, such as China, India, Indonesia, the Philippines, Thailand and Vietnam, have experienced significant economic expansion...

Sustainable Investing in Emerging Markets – Round Table Insights

Stockholm (NordSip) – As we enter 2024, the investment landscape in emerging markets defies the notion of “business as usual.” The enduring effects of...

AP3 Re-Enters Emerging Markets with a Fresh Lens

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...

Beyond the Frontier of Emerging Markets

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...

Elo’s Dual Approaches for Local and Hard Currency EMD

Stockholm (HedgeNordic) – Elo Mutual Pension Insurance Company, the third largest among Finland’s four pension insurance companies, manages an investment portfolio exceeding €30 billion....

Aktia Mastering the Dynamics of EMD Investments

Stockholm (HedgeNordic) – Institutional investors are continually engaged in the pursuit of investment portfolio diversification. Their investments span a wide range of asset classes,...

Emerging and Frontier Markets Emerging From the Rates Storm?

By Peter Elam Håkansson and Jacob Grapengiesser, East Capital: While the last few years have presented a challenging backdrop for risk assets, particularly in...

The Power of Consensus Analysis in the Age of Information Overload

Stockholm (HedgeNordic) – In today’s fast-paced investment landscape, both Nordic and global investors face a daunting challenge: an overwhelming influx of information but limited...

Elo’s Equity Investments: A Dive into Home Bias and Global Diversification

Stockholm (HedgeNordic) – The prevalence of home bias, marked by a preference for overweighting domestic assets, is rather common for many institutional investors worldwide....
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