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Allocator Interviews

Inside Ilmarinen’s Approach to Hedge Fund Allocation

Hedge Funds as an Alternative, Uncorrelated Return Stream

Refined Hedge Fund Strategy Mix at Ericsson Pensionsstiftelse

Formue Leads Charge for Cash Hurdles

Latest news in alternatives

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...

“Green” Energy

By Anna Svahn, Antiloop Hedge – When I started to write this memo, the uranium spot price was trading around 31 USD/Lbs. Since then,...

Dawn of the Supercycle

Stockholm (HedgeNordic) - In the last couple of years, commodities have been somewhat of a widowmaker trade as traders and investors have tried to...

HedgeNordic’s Most Read of 2018

Stockholm (HedgeNordic) - As 2018 comes to an end, the calls of those crying for more volatility in the markets are being answered. And with...

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Veritas CIO Kari Vatanen Set to Embark on New Journey

Inside Ilmarinen’s Approach to Hedge Fund Allocation

Hedge Funds as an Alternative, Uncorrelated Return Stream

Refined Hedge Fund Strategy Mix at Ericsson Pensionsstiftelse

BlueOrchard’s Climate Insurance PE Fund Edges Toward $100M

One of Finland’s Largest Forestry Transactions

Unveiling the Dynamics of Catastrophe Bonds

LD Fonde Partners with BankInvest for Alternatives

Allocator Interviews

Inside Ilmarinen’s Approach to Hedge Fund Allocation

Hedge Funds as an Alternative, Uncorrelated Return Stream

Refined Hedge Fund Strategy Mix at Ericsson Pensionsstiftelse

Formue Leads Charge for Cash Hurdles