Getting timing right is always a struggle as irrational periods can last for a good while. But value is today extremely cheap in relative terms and sentiment towards value is extremely pessimistic — and we strongly believe it may be a sensible time to buy value stocks — both for the short-term and the long run.
The CFO of a large Egyptian real estate developer stared at us blankly when we asked about their ESG policy. After explaining that it stands for environmental, social, and governance sustainability practices, she burst into laughter. “Nobody in Egypt is worried about such nonsense.”
Some financial institutions are now offering their customers negative interest rates, meaning people are being paid to borrow and charged to save. What does such an odd phenomenon mean for Evli, its clients and the broader economy?
This spring, we announced our ambition to make climate change and its related policies more prominent in our investments. In order to concretize our work, and present a clear approach to it, we published our Principles for Climate Change in May 2019.
There is more and more talk about responsible investing but what does it actually mean in practice? And how can investors estimate the impact of their portfolios? Evli’s Head of Sustainability and Responsible Investment Analyst explain how responsibility is implemented in everyday terms.
The “low for longer” rates story is itself getting longer and longer. Which asset class is poised to benefit most? While we expect High Yield will provide the greater returns over the next 3 years, we believe crossover credit is best positioned to benefit from the ECB in the near term.
We called the bottom in high yield and a strong rally followed. Is it time to lighten up, or stay invested?
For us, responsible investing means in practice that ESG factors have been integrated into portfolio management. This is why we want to tell you about our way of investing responsibly and the recently published annual report.
Last year may have ended poorly for the bond market that witnessed a red wave during the November-December sell-offs. However, 2019 has begun on a calmer note and valuations look attractive for long-term investors.
2018 is coming to an end. With this annual review, we offer a smorgasbord of our top read stories.
Evli Fund Management Company Ltd is a Nordic fund management boutique established in 1989 serving institutional investors.
Evli Fund Management Company Ltd is a Nordic fund management boutique established in in 1989 focusing on institutional investors. Our investment process is systematic and characterized by both quantitative methods and qualitative assessments. Rigorous discipline ensures repeatability of the investment process. Our Funds are actively managed with a long-term perspective. On average, senior portfolio managers have worked at Evli for 10 years and have 20 years’ industry experience.
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