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Allocator Interviews

Latest news in alternatives

The Spectacular Unspectacular 20th Anniversary

Stockholm (HedgeNordic) – Reaching the 20th anniversary in the often short-lived and fast-paced hedge fund world is quite an achievement. In fact, some activity...

Up 30% in 2022, What Next for Elementa?

Stockholm (HedgeNordic) – As stocks have broadly plummeted in unison this year, 2022 is shaping up to be rather disappointing for stock-picking managers. This...

One Year On: Fresh Energy and Perspective Into Origo

Stockholm (HedgeNordic) – Christoffer Ahnemark joined small- and mid-cap-focused asset manager Origo Fonder in the summer of 2021, after years of researching and writing...

Optimizing for Performance

Stockholm (HedgeNordic) – After almost 20 years of equity market experience from three of the largest banks in the Nordics, Pontus Dackmo launched earlier...

Specialty Finance in Emerging Markets: The Goldilocks Strategy

By Marco Lukesch and Harrison Darling – Emso Asset Management: Developed markets private credit is now a mature asset class and a mainstay of...

Ukraine, Supply-Chain Shortages and Soaring Prices – Accelerators of Sustainable Development

(By Patrick Rivière, Executive Chairman of La Française Group (pictured)) - In the aftermath of a global health crisis that disrupted production chains, Russia's invasion...

New Theme: Real Income Destruction

Stockholm (HedgeNordic) – Michal Danielewicz and Jens Larsson, the founders and managers of thematic-focused long/short equity fund St. Petri L/S, had warned about the...

Blockification

Stockholm (HedgeNordic) – After decades of lurking in the shadows, inflation is back with prices rising all around the world. Perhaps surprisingly, inflation rates...

The Inflation Puzzle

By Peter Lindahl – Evli: Last year, strong global economic growth resulted in high inflation, particularly in the US. The whitewash explanation for higher...

Systematic Strategies Thrive in the New Inflationary Climate

London (HedgeNordic) – Aspect Capital’s Director of Investment Solutions, Razvan Remsing (pictured), sees multiple factors coalescing to strengthen the case for a new long-term regime of...

Back To The Future: Are We Heading Back To The 1970s?

By Steven Desmyter – Man Group: War on the European mainland. Inflation at 40-year highs. The present seems to have arrived as if from...

Investing in Commodities as an Inflation Hedge?

By Harold de Boer – Head of R&D at Transtrend: Since early 2021, inflation has been firmly back on the agenda. Many investors are...