Renaissance for bonds in multi-asset portfolios - not yet say three investors

At a seminar held by CFA Society Denmark’s Fixed Income Committee, three investors discussed the prospects of increasing the share of bonds in multi-asset portfolios.

From left: Steffen Mielke, head of fixed income at PensionDanmark and member of the CFA Society. Denmark's Fixed Income Committee hosted the seminar and moderated the debate. Søren Funch Adamsen, head of portfolio construction at Danske Bank Asset Management, Allan Japhetson, head of investment strategy at ATP, and John Hydeskov, deputy CIO at Velliv. | Photo: PR / CFA Society Denmark

by ANNE LOUISE HOUMANN

Last year was horrifying for bond investors. For two decades, returns from equities and bonds have been negatively correlated; when one went up, the other went down. In 2022, bonds turned out not to be the safe haven investors had relied on.

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Renaissance for bonds in multi-asset portfolios - not yet say three investors

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Front page now

Nordic Alpha Partners reels in international investment giants for second fund

Norwegians are investing record amounts in funds

World's best EMD team still waiting for clients to return to Danske AM

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Nordic institutional investors still see potential in beleaguered Swedish battery producer

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New Nordic high yield manager keeps attracting inflows

KLP excludes US construction supplier over Gaza connection

Swedish FSA fines church pension fund for failing to limit investment risks

Danish pension fund drops drilling platform investments

Expansion of Nordic team has paid off: Inflows to all core products for US manager

Further reading

World's best EMD team still waiting for clients to return to Danske AM

Invesco seeing increased demand for Fixed income ETFs from Nordic investors

Storeband increases stake in Danish infrastructure manager to become majority owner

Nordic institutional investors still see potential in beleaguered Swedish battery producer

New Nordic high yield manager keeps attracting inflows

Expansion of Nordic team has paid off: Inflows to all core products for US manager