AMWatch

Swedish manager hunts for inflation winners in a “new era”

The managers behind Didner & Gerge’s global equity fund are taking a step back to analyze how inflation is ushering in a new normal for investments. One of the portfolio manager duo tells AMWatch about who the future winners are and what to avoid.

Henrik Andersson, co-portfolio manager of Didner & Gerge Global: “A lot of people in the industry today haven’t experienced what’s happening here and now" | Photo: PR / Didner & Gerge

Henrik Andersson, one of the portfolio managers at Swedish fund firm Didner & Gerge’s SEK 5.5bn (EUR 515m) global equity fund, remembers a dark period in the early 2000s when the IT bubble and the 9/11 attacks led to a financial recession.

A colleague told him he should “count himself lucky” to have experienced major financial crises so early in his career as they would prepare him for the future.

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