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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

Dancing with Dragons

Opinion piece by Karl O. Strøm: In today’s financial landscape, a small group of powerful entities dominates stock and derivatives trading. These market giants...

A Map of the Evident Supercycle

“In 50 years of unbacked paper money, central banks have proved that the one thing they are capable of, is in fact not to...

C’est la Vie: Bond Vigilantes are Back

By Jesper Rangvid: Bond vigilantes have returned—this time in France. By 2034, France is expected to have the second-highest debt ratio in the EU....

Please Prepare for Landing in 2024

By Kari Vatanen, CIO of Veritas: Throughout the past year, economists have been debating whether the economy is heading to a soft landing or...

The Aristotle List: 10 Improbable but Possible Outcomes for 2024

By Paul Jackson – Global Head of Asset Allocation Research at Invesco: It is time to forget central scenarios and think about improbable but...

Five Lessons From 2023

Copenhagen – (Jesper Rangvid): What a year. Inflation fell as fast this year as it rose in 2021 and 2022, we avoided an otherwise...

A South American Crystal Ball – a Window Into our Future

By Anna Serruya: I have had quite the awakening these last couple of years. When I wrote and published the memo “Inflation Revisited” in...

Why No Recession (Yet)?

Copenhagen – (Jesper Rangvid): If someone had asked me a few years ago, when interest rates were still zero or even negative, what would...

US Core Inflation: 2 Percent or 5 Percent?

Copenhagen – (Jesper Rangvid): Inflation in the US is falling fast, but when volatile energy and food prices are factored out, core inflation is...

ECB Earned Exactly Zero (0) Euros in 2022

Copenhagen – (Jesper Rangvid): Central banks argue that they are not profit-seeking institutions and cannot go bankrupt, suggesting that their financial performance does not...

A “Neat Little Trick” Saves the Fed From Bankruptcy

Copenhagen – (Jesper Rangvid): Normally, the Fed makes a profit, which it remits to the Treasury. These days, the Fed’s expenses exceed its income....

150 Years of Inflation

Copenhagen – (Jesper Rangvid): Over the past 150 years, inflation has generally been low. However, there have been four episodes of high inflation: the...

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