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Latest Allocator News

Kari Vatanen Starts New Journey at Elo

Stockholm (HedgeNordic) – Kari Vatanen took on his new role as Head of Asset Allocation and Alternatives at Finnish pension fund Elo on November 1, following his four-year tenure as Chief Investment Officer at Veritas Pension Insurance. In his role at Elo, Vatanen oversees the allocation and alternative investments...

AP4’s Thematic Approach to Sustainability Investments

RFP: UK Allocator Seeks Discretionary Global Macro Manager

Deadline: November 20, 2024

Allocator Interviews

AP4’s Thematic Approach to Sustainability Investments

For Pension Capital, This is an Ideal Asset Class

The Private Equity Allocation of a Smaller Institutional Player

Allocator Interviews

AP4’s Thematic Approach to Sustainability Investments

For Pension Capital, This is an Ideal Asset Class

The Private Equity Allocation of a Smaller Institutional Player

Velliv’s Take on Private Markets: The Appeal of Private Credit

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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Kari Vatanen Starts New Journey at Elo

AP4’s Thematic Approach to Sustainability Investments

RFP: UK Allocator Seeks Discretionary Global Macro Manager

For Pension Capital, This is an Ideal Asset Class

Svelland Capital Brings First Gold ETC to Oslo Børs

A Map of the Evident Supercycle

For Pension Capital, This is an Ideal Asset Class

Investing in the Infrastructure of Tomorrow with ELTIFs

Special Report: Private Markets

Latest Allocator News

Kari Vatanen Starts New Journey at Elo

AP4’s Thematic Approach to Sustainability Investments

RFP: UK Allocator Seeks Discretionary Global Macro Manager

Allocator Interviews

AP4’s Thematic Approach to Sustainability Investments

For Pension Capital, This is an Ideal Asset Class

The Private Equity Allocation of a Smaller Institutional Player

Allocator Interviews

AP4’s Thematic Approach to Sustainability Investments

For Pension Capital, This is an Ideal Asset Class

The Private Equity Allocation of a Smaller Institutional Player

Velliv’s Take on Private Markets: The Appeal of Private Credit