Finland’s Varma is one of several large Nordic asset owners that has been moving towards a more holistic view of the portfolio – some time before a total portfolio approach turned into a much-hyped concept. Varma’s deputy CEO and CIO Markus Aho says that while the € 71.4 billion...
Bonds helped investors to diversify equity between about 2000 and 2021, which more than covers the entire career of many allocators. Since 2022 bonds...
Finland’s commercial real-estate market is going through one of its most difficult periods in decades. Much of the coverage has focused on the pain:...
As businesses stay private for longer, an increasing share of value creation now happens away from public exchanges, forcing investors to rethink where they...
While parts of the private equity industry have faced a challenging dealmaking environment in recent years, Nordic mid-market buyout manager Summa Equity has navigated...
Every day, households borrow money to buy homes, finance cars, pay for education, or fund everyday consumption. These mortgages, auto loans, consumer loans, and...
Infrastructure has traditionally been viewed as one of the more defensive corners of private markets, characterized by essential services, stable cash flows, and hard-asset...
Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...
Healthcare has long been one of the most fertile hunting grounds for growth investors. The sector benefits from powerful structural drivers, including aging populations,...
The origins of Always Opportunities can be traced back to a bond transaction involving mobility company Voi. What initially brought together founders, venture capital...
