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...
Stockholm (HedgeNordic) – The Digital Platform Dominance theme embodies the transformative rise and influence of digital platforms that have revolutionized industries by building highly scalable ecosystems...
Stockholm (HedgeNordic) – Global defense spending has shaped into a defining megatrend, fueled by great power rivalry and escalating geopolitical tensions. This environment has...
Stockholm (HedgeNordic) – The election of Donald Trump as U.S. President brought uncertainty to various areas of the economy, particularly in healthcare, trade, and...
The effects of climate change are a megatrend on a global scale, influencing the expected risk-return profile of real assets investments and the opportunity...
Stockholm (HedgeNordic) – The AP funds, including AP4 – the Fourth Swedish National Pension Fund, have a statutory duty to integrate sustainability into their...
By Lars Mikelsen, Avanto Capital: Since the invention of the microprocessor, the demand for computational power has increased exponentially. Over the past decade, much...
