Allan Møller, head of fund selection at Danske Capital, tells EIE’s Dylan Emery he is concerned about a market correction. Increasing exposure to alternatives is one way to mitigate the threat, Møller believes.
Bond sentiment in Denmark has sunk well below freezing this winter, as fund selectors are left wondering how to squeeze return from their bond holdings.
European equities are back on top of Danish investors’ buy lists. The asset class fell out of favour last autumn, but is now more popular than ever as fund selectors expect economic growth on the continent to accelerate on the back of the weaker euro.
Niels Skovvart, chief investment officer of Sydinvest in Denmark, discusses his asset allocation with EIE’s Dylan Emery.
Fund buyers attending yesterday’s Expert Investor Denmark conference in Copenhagen love European small cap stocks.
Allan Møller explains how the financial crisis of six years ago spurred Danske Capital to develop a partnership structure with fund managers.
Danish fund selectors have abandoned high yield bonds, and have turned their attention once again to this other riskier bond category: emerging market debt.
Danish fund selectors seem ambiguous about US stocks, with two thirds of interviewees keeping their allocation stable.
Danish fund selector enthusiasm about high yield bonds has vanished quickly.
Equity bulls were told what they liked to hear at the Expert Investor Denmark event in Copenhagen last week.
This gallery features a slideshow of photos taken during the Expert Investor Europe Denmark event in May 2014.
Conservative Danish investors are caught in a trap – they are all bearish on traditional fixed income but they are also heavily committed to it.
