The traditional 60/40 portfolio, combining the complementary roles of equities and bonds, remains a central reference point in institutional portfolio construction. Few investors have as much experience managing a portfolio around this framework as Folketrygdfondet, Norway’s Government Pension Fund Norway, which manages more than NOK 400 billion. Kjetil Houg,...
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...
The notion that a traditional 60/40 portfolio offers meaningful diversification has long been questioned by practitioners. When implementing the Total Portfolio Approach at Danish...
Tidan Capital’s evolution into a multi-strategy platform reflects a broader effort to deliver complementary sources of alpha, with its NOVA strategy serving as a...
