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Institutional’s articles related to investments’ trends
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Strategy The implementation of ESG in portfolios and the evolution of ESG reporting
We continue this series with Tomas Hildebrandt, Senior Portfolio Manager at Evli, and Janne Kujala, Head of Nordic Equity, to discuss implementation of responsible investments across funds and investment spaces.
Video We are strengthening our allocations on the inflation theme
According to Malik Haddouk, Director of Diversified Management at CPR AM, the CPR reactive growth fund has maintained a fairly stable exposure to equities on average around 50% by making an allocation to emerging and Japanese equities in light of the corrections in recent (...)
Opinion Silver squeeze: What’s behind the surge in silver?
Silver is in the spotlight this week, after the popular r/WallStreetBets community on Reddit highlighted the fundamental value in acquiring silver at current levels. The online posting was the catalyst for increased retail flows and awareness. Last Thursday 28 January, the (...)
News 2021 Alpha outlook in Japan
We see the alpha environment in Japan improving in 2021. First, we expect a more supportive macro backdrop, setting the stage for a wider set of investment themes. Japan’s second wave of Covid-19 has peaked and its impact on activity looks manageable so far and will likely (...)
Opinion Don’t Mistake Growth for Quality
As investors adjust for a potential style rotation, we urge them not to abandon their portfolios’ “quality compounders” and “transition winners.” Following the shock of the coronavirus crisis, there is a lot of talk of “early-cycle” economic dynamics: higher GDP growth, inflation (...)
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