James Dow, investment manager at Baillie Gifford. | Photo: PR Baillie Gifford.

Steady compounders don't often look so sexy, says Scottish asset manager

Every company looking for an investor has a story to tell, but only a small percentage of these stories have the potential to become reality, says Baillie Gifford’s investment manager, James Dow.

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Foto: Ognen Teofilovski/Reuters/Ritzau Scanpix

Investors with USD 68trn push companies on climate plans

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From left: Senior portfolio managers at Alfred Bergs Nordic high-yield fund, Anna-Karin Hempel, Maria Granlund, and Henrik Emil Høyerholt. | Photo: PR/Alfred Berg

Nordic high-yield fund managers surprised by own outperformance

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Flemming Højbo writes analyses for AMWatch about the Nordic asset and wealth management sector. Højbo was head of communications in the asset management industry for 15 years, and before that, he worked for 25 years as financial and business reporter and editor. | Foto: Jan Bjarke Mindegaard

Analysis: Will new challenges of regulation further muddle ESG?

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Head of alternative investments at AP Pension, Helle Ærendahl Heldbo | Photo: Pr

AP Pension invests in Morgan Stanley climate PE fund

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”Ten years ago, it would have taken a week to do the calculations that the solution requires,” says Lars Pehrsson, CEO of SoftCapital. | Photo: PR / Softcapital

New investment fund will put artificial intelligence in the driver's seat

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Danske Bank withdraws from Norwegian retail market
As part of Danske Bank’s new strategy, Forward ’28, Denmark’s largest banking group will sell off its Norwegian personal customer business which has a market share of 6.1%.
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Four sectors drive insurance and pension companies' carbon footprint
Denmark’s central bank doesn’t necessarily see divestments of high-emitting companies as the best way to support the green transition.
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Four Finnish institutions invest in industrial maintenance firm
The four investors are EAB Private Equity, pension insurance company Elo, Finnish Industry Investment and local investment cooperative Arvo Sijoitusosuuskunta.
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Finance Denmark fears greenwashing stamp on obedient companies
A new definition of greenwashing composed by the EU’s three supervisory authorities is ”very broad,” says a banking spokesperson.
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Finnish SPAC requests extra time to find acquisition target
The SPAC is looking to acquire a tech-enabled high-growth company, it said when it was launched in 2021 backed by several notable institutional investors in Finland.
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Column: Alternative Investments during Q1 2023 − dispersion is the name of the game
In this column, Velliv’s head of Alternatives Christoph Junge takes a closer look at the returns from the alternative asset classes in the first quarter of 2023.
Peers may launch defense funds sooner or later, but Nordea is unlikely to join in, says head of AM
Whilst Nordea does not wish to expand its defense investments, it does plan to broaden its product range in other areas, says head of Nordea Asset & Wealth Management Snorre Storset.
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ATP urges Danske to improve retail business outside Denmark
Danske Bank is challenged by its retail business outside Denmark, and state pension fund ATP hopes to see a plan for how returns can be increased.
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ATP must invest in entrepreneurship, Danish government insists
Despite refusals from ATP CEO Martin Præstegaard, Danish Minister for financial affairs Morten Bødskov maintains that the pension fund must invest in entrepreneurship.
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First quarter of 2023 offered ups and downs for Nordic asset managers
A weakened Norwegian currency, a well-performing Swedish stock market and differences in net flows were the main ingredients for differences in AUM performances among the Nordic asset managers in Q1.
Swedish fund manager beats 99% of peers with giant bet on AI
The ESG fund with the biggest exposure to Nvidia Corp. has just beaten 99% of its peers, as bets on artificial intelligence transform the fortunes of portfolios promoting ESG principles.
Alternative fund manager reported to the police
Fund manager The Many has grossly violated the law and made use of, as well as marketed, an investment strategy that is outside of the manager’s authorization, says the FSA.
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Oil fund seeks to take lead in lawsuit against SVB
The manager of the Norwegian oil fund has found that legal action against companies it invests in is so lucrative that it wants to be lead litigator in the case against Silicon Valley Bank.
Analysis: Will the confusion about EU regulation harm sustainable investments?
Complexity and confusion about the European ESG regulation are costly. It can make sustainable investments even more expensive and favor the largest asset managers, Flemming Højbo assesses (Part One).
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Change of plans - former Danske Bank stock picker to launch health care fund of his own
The plan of launching a fund together with investment boutique St Petri has been scrapped. Instead, former healthcare manager at Danske, Claus Johansen, will start his own healthcare fund.
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Swedish company comes in from cold as investors return to defense
One of the players reconsidering its defense investments is Swedbank Robur, Sweden’s largest fund manager.
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Storebrand AM experiences tough competition but tops net sales in Norway
The asset manager has taken the largest share of the net inflow to the Norwegian fund market this year. In terms of flow, DNB is by far the largest domestic player.
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Head of Nordnet in Norway quits
Nordnet will now have to look for a new country manager for Norway.
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Former longstanding SEB country head becomes chairman of asset manager
After exiting his position at SEB, Peter Høltermand has built up a large portfolio of chairmanships which is now expanding further.
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DNB AM sits on by far largest share of Norway's fund market
Banks are taking market shares in the Norwegian investment fund market, and none are bigger than DNB, crushing competitors in 2023 so far.
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