Nordic Fund Selection JournalPosted by Niklas Tell / juni 20th, 2016 / No responses
A new issue of the Nordic Fund Selection Journal has just been published. In this issue, AP2’s chief investment officer Hans Fahlin talks about why its emerging market enthusiasm remain unchanged, the difficulties of integrating ESG into quant approaches and being stuck with a bipolar portfolio. We also take a closer look at convertible bonds and AQR’s Antti Ilmanen talks about why he does not see a smart beta crash.
With indications that the European real estate market is turning into a seller’s rather than a buyer’s market, we ask if now is a good time to act for investors that are looking to reshuffle their real estate portfolios.
Subscribers to FBNW can read the magazine online here.