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Next month will mark five years since Velliv (formerly Nordea Liv and Pension, Denmark) left its parent company—the banking group Nordea—to forge a new identity as a member-owned pension provider. Chief among the challenges was the need to build up an investment management function that had previously been handled in large part by Nordea.
Lire la suite : How Alternative Investing is Evolving at Denmark's Velliv
Equity long/short strategies are ahead of the curve on ESG and carbon emissions versus their hedge fund counterparts in other strategies–thanks largely to the groundwork laid by the long-only equity investment industry and its data suppliers.
Lire la suite : Are Equity Long/Short Managers Meeting Investors’ ESG and Climate Needs?
With investor sentiment now appearing to shift in favour of active equity management, as indicated in bfinance’s recent Asset Owner Survey, we ask portfolio design specialist Ruben Mutsaers: what objectives should investors put in place for equity portfolios?
Lire la suite : What Excess Return Should We Expect from an Active Equity Portfolio?
Investors are considering whether to slow down their deployment to illiquid strategies or maintain their previous pace after a year of disappointing performance in bond and equity markets, compounded by recent bouts of extreme turbulence and fears over liquidity. Private credit portfolios present a particularly pressing question, given their need for regular maintenance and today’s higher fixed income yields. Trevor Castledine tackles a timely debate.
Lire la suite : Should Investors Press Pause on Private Credit Commitments?
During 2021-22, the results produced by active equity managers have been heavily influenced by the extent to which their portfolios have been ‘geared in’ to recent inflationary dynamics. Yet those connections are not straightforward: each period of inflation is different, and the world today is very different from the world of the 1970s-80s. With this subject remaining front and centre of equity investors’ minds in 2023—accompanied, problematically, by the spectre of recession—the time seems right to re-examine ‘winners and losers’ in inflationary conditions.
Lire la suite : Equities and Inflation: Old Problems, New Lessons
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