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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

Did Energy Prices Cause This Inflation Surge?

Copenhagen – (Jesper Rangvid): You often hear that soaring energy prices, caused by supply-chain disruptions resulting from the pandemic and the war in Ukraine,...

Year of Stabilization of Interest Rates

By Kari Vatanen, CIO of Veritas: The year 2022 was a year of negative surprises in the investment markets and in the global economy. Hopes...

Striking Similarities (and Differences) Between Inflation Today and in the 1970s

Copenhagen – (Jesper Rangvid): There are striking similarities between US inflation developments today and in the early 1970s. If inflation continues to develop as...

What’s in Store for Alternatives in 2023?

By Jack Inglis, CEO of AIMA: 2022 was demonstrably a good year for alternative investments when average performance is set against the backdrop of...

Recession in 2023?

Copenhagen – (Jesper Rangvid): Will the US and euro area economies contract during 2023? I present three views: Those of bond-market investors (as represented...

Rising Mortgage Rates and Falling Stock Prices

Copenhagen – (Jesper Rangvid): During 2022, mortgage rates have risen and stock prices have fallen, both negatively influencing households’ consumption possibilities. But how much...

Some Good News: Expect Higher Returns

Copenhagen – (Jesper Rangvid): The Council for Return Expectations (that I chair) has published new expectations. We expect higher returns. This does not necessarily...

Another Policy Failure

By Anna Svahn, Antiloop Hedge – First, inflation was too low. Then it was transitory. After that, it was Putin’s fault, but we could...

Three Economists’ Explanations why Inflation is so High

Copenhagen - (Jesper Rangvid): I compare three recent academic explanations why inflation is high: John Cochrane’s, Ricardo Reis’, and my own. The conclusion as...

Long-Term Capitulation for Short-Term Gains

By Anna Svahn, Antiloop Hedge – Investors entered the second half of the year a little less optimistic than the first. So far, it...

Procrastinated Risk is Knocking on the Door

By Anna Svahn – Antiloop Hedge: Consumer Price Index rose 8.6 percent in the United States in May, marking a 40-year high. As consensus...

The Debt is Due

By Anna Svahn, Antiloop Hedge – Inflation has become a much more messy concept than it used to be; which is the reason I...

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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

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