2018 is coming to an end. With this annual review, we offer a smorgasbord of our top read stories. So, in case you’ve missed something, we’ve gathered the top picks of the year. Enjoy, and thanks for reading!
MOST POPULAR VIDEOS:
What is factor investing?
Factor investing is an efficient alternative to traditional passive investing. Factor investing means choosing a set of rewarded factors and minimising risk by diversification.
See the video, what are factors and how to add them to your portfolio?
Evli Easy ESG
Taking ESG into account is the new normal. Choosing the right strategy is the key to all successful investing. How can ESG be incorporated in the investment process without compromising performance?
MOST POPULAR INTERVIEWS:
Why Nordic companies don't worry about ratings
While official ratings are a big deal in Europe, in the Nordics, most companies are not rated by any of the major rating agencies. In fact, more than half of the Nordic issuers are unrated, which means companies that pay more coupon than their rated peers may remain unnoticed, even though their credit fundamentals might be better.
Read the interview with top Nordic CFO's on how to price the risk.
Finland's state pension fund aims for sustainable profits
“Engagement is a big part of sustainable investing”, says Anna Varpula, VER’s Responsible investment adviser. A common misconception around adopting environmental, social and governance (ESG), or socially responsible, investing practices is that it may hurt the portfolio’s performance. However recent studies have found that investments that integrate ESG factors alongside traditional financial analysis tend to lower risk and outperform conventional portfolios over medium to long term
Read the interview with Responsible Investment Adviser, Anna Varpula, VER.
MOST POPULAR BLOGS:
Lessons from the November market sell-off
November was an exceptionally volatile month for the bond markets and, to be specific, the worst quarter since 2011 for high-yield bonds. This led to a sudden spree of sell-offs in the fixed income market.
Here is a quick look at why it happened, how the market reacted to it and what we learnt from it.
Investment Outlook 2019
The key issues as we set our sights on 2019 are the progression of the global economic cycle, the inflation outlook, US and euro area monetary policies, globalization and world trade, political risks, the corporate performance outlook, valuation levels and the status of emerging countries.
7 reasons to invest in unrated Nordic bonds
The Nordic market has been one of the steadiest fixed income markets this year and there are many reasons to invest here. Excess return, lower volatility, good liquidity in a stable environment to name a few.
Read more about why you shouldn't overlook the Nordic market
Factor in the environment
Did you know that you could reduce your carbon footprint without sacrificing returns or efficient diversification? Low-carbon factor investing filters out high-emission stocks for you without losing out on profits.
MOST POPULAR INFOGRAPHICS:
The Nordic Bond Market
The Nordic bond market offers great variety of sectors, local mix and structure. They bring diversification and additional returns to the portfolio.
See the infographic for information on market size, issuers, credit ratings and more.
The institutional investors cheat sheet for ESG
Taking ESG factors into account doesn't have to mean compromising performance. Make sure you know your terms, set your goals, receive transparency and reporting, and the act!
See the checklist here
Field guide to ESG
Taking into account different kinds of environmental, social and governance factors in investing is the new normal. But how do you navigate in the ocean of ESG themes and terminology?
THANK YOU FOR A REWARDING YEAR
We want to thank all our readers for sharing and following us through the year. We look forward to seeing many of you in person soon. Remember to subscribe to our Newsletter tailored for the institutional investor, giving you the latest news from a Nordic active boutique fund manager. Please note that subscribing offers you the possibility to give us feedback and tell us what you´d want to read more about here in the Funds Hub next year. All feedback and ideas are much appreciated!
We’ll be back in January with a new article to kick off the year. See you then!