Investors shouldn’t concentrate too much on the question whether to go for an active or a passive solution, argued Kari Vatanen, head of cross assets and allocation, Varma Mutual Pensions at Expert Investor’s autumn roundtable discussion in Helsinki. “Active and passive is a continuum from market-cap weighted indices to really active long/short hedge funds,” he…
The Pan-Nordic bank Nordea will move its headquarters to Finland next year as it seeks a base within Europe’s banking union, it announced on Wednesday.
Investor appetite for small caps has shot up this year against a backdrop of resurgent economic growth.
David Oliphant of Columbia Threadneedle Investments explains why he believes “fixed income lends itself rather nicely to both social investment and investment returns.
Ross Teverson explains why Jupiter AM’s investment philosophy in emerging markets is all centred on finding companies that bring about long-term positive change.
Holger Wehner explains why the Allianz Global Equity Insights fund is taking a contrarian stance, being overweight in a region that most investors currently find less than appealing.
Investors in Finland have increased their allocations to emerging market debt and high-yield bonds in an effort to maintain yields. Though spreads have compressed below their long-term average, they feel forced to maintain, or even increase their allocations.
Economics will trump politics as the main driving factor for equities this year, Finland’s fund buyers believe. And European equities are the place to be.
In the aftermath of the US elections, investors have been selling off bonds and have bought equities. Is this a sign the long-awaited Great Rotation is finally unfolding?
Here you can see a slideshow of photos taken at the Expert Investor Finland forum, held in Helsinki on 22 November 2016.
Companies in the Nordic countries continue to hold the majority of their liquidity in bank accounts. And they don’t have plans to diversify, despite the threat of negative central bank interest rates being passed on to them.
Sterling is down almost 10% against the euro in the past six months. Many people automatically assume this is because of fears over Brexit. However, there are probably other factors at play too.
