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Thematic Investing

Technology as a Black Hole: Energy Demands of AI and Nuclear Solutions

By Lars Mikelsen, Avanto Capital: Since the invention of the microprocessor, the demand for computational power has increased exponentially. Over the past decade, much...

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Fredrik Tauson Transitions to Allocator Side with AMF

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

A Growing Asset Class for Icelandic Investors

Private Credit: “A Natural Part of Our Portfolio”

Gard’s Playbook for Short-Duration Fixed-Income Investing

Svelland Capital Brings First Gold ETC to Oslo Børs

A Map of the Evident Supercycle

Avanto Capital ─ tag

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Active and Opportunistic Beats the Monkey in High-Yield

Asilo Argo Shifts Portfolio Focus Toward AI

Private Credit: “A Natural Part of Our Portfolio”