Thematic Investing - HedgeNordic

Latest Allocator News

Fredrik Tauson Transitions to Allocator Side with AMF

Stockholm (HedgeNordic) – After an extensive career in fund management, fixed-income specialist Fredrik Tauson has joined Swedish occupational pension provider AMF as a senior portfolio manager. Formerly a co-founder and portfolio manager at the hedge fund boutique Nordic Cross, Tauson will now oversee AMF’s credit portfolio, working closely with...

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

Allocator Interviews

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

A Growing Asset Class for Icelandic Investors

Allocator Interviews

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

A Growing Asset Class for Icelandic Investors

AP4’s Thematic Approach to Sustainability Investments

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...

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 Two Megatrends with Commodities Exposure

Stockholm (HedgeNordic) – Precious metals specialist Eric Strand has launched a fund boutique out of Gothenburg that manages a diverse range of funds focused...

Fredrik Tauson Transitions to Allocator Side with AMF

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

A Growing Asset Class for Icelandic Investors

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

Svelland Capital Brings First Gold ETC to Oslo Børs

A Map of the Evident Supercycle

Latest Allocator News

Fredrik Tauson Transitions to Allocator Side with AMF

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

Allocator Interviews

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

A Growing Asset Class for Icelandic Investors

Allocator Interviews

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

A Growing Asset Class for Icelandic Investors

AP4’s Thematic Approach to Sustainability Investments