Staffan Östlin is stepping down as portfolio manager of Adrigo Small & Midcap L/S, the Nordic small-cap stock-picking hedge fund he has managed since...
Infrastructure has traditionally been viewed as one of the more defensive corners of private markets, characterized by essential services, stable cash flows, and hard-asset...
As businesses stay private for longer, an increasing share of value creation now happens away from public exchanges, forcing investors to rethink where they...
Every day, households borrow money to buy homes, finance cars, pay for education, or fund everyday consumption. These mortgages, auto loans, consumer loans, and...
Private credit managers with exposure to software companies recently faced investor withdrawals as concerns mounted over how artificial intelligence could disrupt parts of the...
While parts of the private equity industry have faced a challenging dealmaking environment in recent years, Nordic mid-market buyout manager Summa Equity has navigated...
Private markets have expanded far beyond traditional private equity, private credit, and infrastructure investing. Among the more specialized corners of the alternatives universe sits...
After years of explosive growth and strong returns, private credit is facing its first meaningful stress test, particularly within direct lending, which has become...
By Alexandra Voss, CFA at SEB: Private markets are no longer in retreat, but the rebound is selective and unevenly distributed. Returns were positive...
By Scott Schefrin, Portfolio Manager at AB Hedge Fund Solutions: After a series of slower years for deal activity, merger arbitrage has re-emerged as a compelling strategy...
By Bjarne Graven Larsen: For decades during the great moderation, the 60/40 portfolio was the institutional investor's Swiss army knife. Equities grew wealth; bonds...
By Andrew Beer, Co-Founder of DBi: After a decade of studying CTAs, we have drawn three conclusions about the nature of their alpha generation. At the...
By Fredrik Langenskiöld – Union Bancaire Privée: Multi-strategy funds are those that allocate to more than one alternative strategy or portfolio manager (PM) in...
Chinese futures in general add substantial diversification benefits to global futures - and the Chinese commodity futures that dominate certain Aspect Capital strategies also...
The strength of multi-strategy investing lies in diversification: rarely do all strategies struggle at once, helping protect the downside. But in the right environment,...
Shareholder activism has been widely studied and is often associated with value creation, as activist investors push for changes in strategy, governance, or capital...
With the turmoil stemming from events in the Middle East, February already feels like a distant memory. Yet looking back briefly, Nordic hedge funds...
While Norway’s global sovereign wealth giant, the Government Pension Fund Global, widely known as the Oil Fund, invests trillions across international markets, its lesser-known...
Nordic managers were strongly represented at this year’s EuroHedge Awards, sweeping the nominations in the Fixed Income category. With the entire “Fixed Income” field...
After spending the past decade at some of Sweden’s largest systematic asset managers, most recently at Lynx Asset Management, Mattias Sundbom has now moved...
Early investors in the freshly launched Colosseum Global Alpha have experienced a rollercoaster ride in recent months, though the latest stretch has been largely...
