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Allocator Interviews

Latest news in alternatives

Nimbleness in the Credit Space

Stockholm (HedgeNordic) – As the market environment remains uncertain and interest rates are hovering around zero, traditional bond holdings provide little protection to portfolios...

Adapting to Low Risk Premiums

Stockholm (HedgeNordic) – The hunger for yield is growing, as yields and risk premiums are going down across the board. We are reaching what...

Public Issuers More Bulletproof

Stockholm (HedgeNordic) – In the search for yield, many investors have been tempted towards high-yield bonds. For these investors, there is some reassuring evidence...

Infrastructure as a True Portfolio Diversifier

Stockholm (HedgeNordic) – Investors searching for genuine diversification may need to venture out beyond traditional assets to more alternative asset classes such as infrastructure....

Same, Same But Different

Stockholm (HedgeNordic) – From time to time, investors unavoidably face episodes of volatility on their investing journeys. Financial markets, market participants and ordinary people...

The Beauty of a Multi-Strategy Approach

Stockholm (HedgeNordic) – Many investments products are giving investors more of what they already have – long exposure equities or bonds. In a world...

The Upside of Downside Protection

Stockholm (HedgeNordic) – One of the most widely recognized pearls of wisdom of Warren Buffett goes along the lines of “Rule number one: Don’t...

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 coronavirus pandemic, investor interest in environmental, social, and governance...

Investing in Tech-tonic Shifts

Stockholm (HedgeNordic) – Thematic investing is often well-suited for industries with emerging business models, fast-evolving environments and technologies. As such, the technology sector fits...

Building a Bridge to Private Markets

Stockholm (HedgeNordic) – The rising demand for alternative assets has been one of the major investment themes and narratives over the past few years,...

Like a Thief in the Night

Stockholm (HedgeNordic) – Thematic-focused equity fund St. Petri L/S is running well ahead in the race for the top-performing Nordic hedge fund of 2020...

From Mortgages to Wheat – Part 1

Responsible investing, in our view, is about making conscious choices in every step of the investment process. We should be careful with creating an objective...
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