The Federal Reserve (the Fed) has undoubtedly caused many U.S. recessions over time when attempting to fight inflation through tighter monetary policy. However, sometimes...
Stockholm (HedgeNordic) – Academic research shows mounting evidence of superior value creation at businesses where the founder plays a significant role either as CEO,...
By Oddbjørn Dybvad, CIO – REQ Capital: As an investor you entrust senior management in an organization with your capital. Finding exceptional management teams...
Stockholm (HedgeNordic) – So-called compounder stocks usually describe growing high-quality companies that can compound earnings and shareholder value on a consistent basis by reinvesting...
By Peter Lindahl and Mattias Lagerspetz, Evli systematic funds team: From a factor investor’s perspective, such as ourselves, quality is in many ways the...
Stockholm (HedgeNordic) – Frontier markets represent the next generation of emerging markets, offering greater return potential than both emerging and developed markets over time....
Stockholm (HedgeNordic) – With emerging market countries enjoying higher-than-average economic growth amid the catching-up process with countries in the developed world, emerging markets can...
By Shikeb Farooqui, Emso Asset Management – The Chinese property sector is currently in the grip of a policy-induced liquidity crunch which threatens to take...
By Yann Groeger and Michael Wehrle of BlueOrchard, Schroders: Impact investors are used to looking at their investments and seeing more than just the...
