Infrastructure as a True Portfolio Diversifier
Stockholm (HedgeNordic) – Investors searching for genuine diversification may need to venture out beyond traditional…
Browsing: Manager Interviews
Same, Same But Different
Stockholm (HedgeNordic) – From time to time, investors unavoidably face episodes of volatility on their…
The Beauty of a Multi-Strategy Approach
Stockholm (HedgeNordic) – Many investments products are giving investors more of what they already have…
The Upside of Downside Protection
Stockholm (HedgeNordic) – One of the most widely recognized pearls of wisdom of Warren Buffett…
How ESG Can Enhance Outcomes in Emerging Markets Fixed Income
Stockholm (HedgeNordic) – Throughout the low-interest-rate period and most recently with disruptions related to the…
Investing in Tech-tonic Shifts
Stockholm (HedgeNordic) – Thematic investing is often well-suited for industries with emerging business models, fast-evolving…
Building a Bridge to Private Markets
Stockholm (HedgeNordic) – The rising demand for alternative assets has been one of the major…
Like a Thief in the Night
Stockholm (HedgeNordic) – Thematic-focused equity fund St. Petri L/S is running well ahead in the…
From Mortgages to Wheat – Part 1
By Harold de Boer, Transtrend – Transtrend has had a Responsible Investment policy in place since…
Ample Opportunities in Nordic Private Debt Market
Stockholm (HedgeNordic) – COVID-19 struck many small and medium-sized companies hard in the earlier part…
Hedge Fund Alpha in Unlisted Equities
Stockholm (HedgeNordic) – Not every company has the urge to rush to be listed on…
The Heterogeneity of Private Debt
Stockholm (HedgeNordic) – Born out of the ashes of the global financial crisis, the private…
The Magic of Real (Estate) Diversification
Stockholm (HedgeNordic) – Real estate is increasingly becoming a significant element of asset allocation among…
40% Guaranteed in this “Liquid Alternative”
Stockholm (HedgeNordic) – Private, investable markets stretch a wide range spanning from private equity, private…
Meet the Ray Dalio of Sweden
Stockholm (HedgeNordic) – Talk of paradigms and paradigm shifts has become more commonplace on the…
I Read the News Today, Oh Boy
Stockholm (HedgeNordic) – Advertising has a long-term dynamic – often imperceptible to the naked eye…
AI: The Best Shot at Extracting Alpha
Stockholm (HedgeNordic) – Artificial intelligence and machine learning technologies have been developing at a fast…
AI Challenges
Stockholm (HedgeNordic) – Artificial Intelligence may have found its way in almost all industries, asset…
Adrigo’s Post-Acquisition Story
Stockholm (HedgeNordic) – For some firms, new ownership brings dramatic changes to the way things…
Thematic and Unconstrained
Stockholm (HedgeNordic) – There have always been megatrends, powerful seismic shifts affecting businesses, industries and…