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Allocator Interviews

Latest news in alternatives

AI-Driven Verticals Revitalize the Digital Platform Dominance Theme

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...

The Emergence of Defense as a Key Long-Term Megatrend

Stockholm (HedgeNordic) – Global defense spending has shaped into a defining megatrend, fueled by great power rivalry and escalating geopolitical tensions. This environment has...

The Healthcare Sector Under Trump

Stockholm (HedgeNordic) – The election of Donald Trump as U.S. President brought uncertainty to various areas of the economy, particularly in healthcare, trade, and...

Addressing Climate Impacts and Nature Loss Through Real Assets

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...

AP4’s Thematic Approach to Sustainability Investments

Stockholm (HedgeNordic) – The AP funds, including AP4 – the Fourth Swedish National Pension Fund, have a statutory duty to integrate sustainability into their...

Technology as a Black Hole: Energy Demands of AI and Nuclear Solutions

By Lars Mikelsen, Avanto Capital: Since the invention of the microprocessor, the demand for computational power has increased exponentially. Over the past decade, much...

The Versatile Role of Commodities in CTA Portfolios

London (HedgeNordic) – CTA is an acronym for commodity trading adviser, because the first futures markets were in commodities. Yet some CTAs nowadays can...

Torbjörn Iwarson Makes the Case for Investing in Commodities

Stockholm (HedgeNordic) – The team at AQR has compiled a dataset of daily futures prices dating back to 1877, revealing that commodity futures indices...

Velliv and ATP: Leveraging Commodities for Portfolio Diversification

Stockholm (HedgeNordic) – Commodities often behave differently from traditional financial assets due to their cyclical nature, as their performance is heavily influenced by the...

The Power of Commodities in SMN’s Trend-Following Approach

Stockholm (HedgeNordic) – Commodities, known for their cyclical nature, often experience extended price trends due to supply-demand imbalances, geopolitical events, or broader macroeconomic shifts....

Uranium – the Misunderstood Trump Trade

By Niels Jensen, Absolute Return Partners: As we all know, Joe Biden delivered a dreadful performance in the televised debate with Donald Trump on...

Does Gold have the Potential to Break new Records?

Gold has shown in recent years that it can continue to grow and reach new historical peaks, even in an environment of high interest rates....