BlueBay copies Norway oil fund ESG-policy for new high yield bond fund
BlueBay Asset Management has launched the Global High Yield ESG Bond Fund, incorporating the ESG policy used by Norway’s oil fund.
Hunting for yield in the direct loan space – part 2 of 2
In part two of a video interview, Morten Christensen, investment management director at Aars family office in Oslo, explains why he has a preference to invest in loans issued by large companies.
Hunting for yield in the direct loan space – part 1 of 2
Morten Christensen, investment management director at the Norwegian family office Aars, tells Expert Investor’s Tjibbe Hoekstra how he is navigating the pitfalls of the direct loan space.
Is this the beginning of a Treasury bear market?
Since Donald Trump’s election victory last week, a consensus has quickly been building among investors that US treasury yields will spike. And that US equities will benefit. Have markets been too quick in drawing their conclusions?
Norway’s fund buyers plan exodus from US equities
Norwegian investors have been stepping up their allocation to US equities this year, but are planning a retreat following Donald Trump’s election victory. They are planning to invest even more money in their long-standing favourite asset class instead.
Nordic corporates stick to cash despite negative rates
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.