<img height="1" width="1" style="display:none" src="https://www.facebook.com/tr?id=119012332130366&amp;ev=PageView&amp;noscript=1">

The Nordic Investor Podcast

Join Evli’s market strategist Tomas Hildebrandt as he hosts a podcast series on the Nordic market outlook, set to run over the course of the year. The Nordic Investor Podcast examines the Nordic region’s changing market trends and presents a local perspective for global investors.

The latest episode of the new series is out now, tune in below!

The Nordic Investor Podcast 

Join Evli’s market strategist Tomas Hildebrandt as he hosts a podcast series on the Nordic market outlook, set to run over the course of the year. The Nordic Investor Podcast examines the Nordic region’s changing market trends and presents a local perspective for global investors.

Episode 4: Q4 – Stagflation, Nordic IPOs and outlook for 2022

Join Evli’s Tomas Hildebrandt for the final Nordic Investor Podcast of 2021.  This time, Tomas sat down with Evli colleagues Valtteri Ahti, Ville Tiainen and Juhamatti Pukka to look back over the year and discover what is in store for 2022.

Listen in as they discuss the possibility of a return to stagflation, the critical role of IPOs in the region and key things to look out for in 2022!

Listen below or download transcript >

Episode 3: Q3 – Dare to look at 2022 yet?

Join Evli’s Tomas Hildebrandt for the third episode of the Nordic Investor Podcast. This time, Tomas sat down to chat with Thomas Thygesen, SEB’s Head of Global Equity Strategy in Copenhagen. Listen in as they discuss a blowout earnings season and take a look ahead at what to expect in 2022.

Listen here or download transcript >

Episode 2: Q2 – Sustainable alpha

The second episode takes a look into the Nordic region’s changing market trends, current performance, and recent updates on sustainability. Join Tomas Hildebrandt as he talks to Evli’s Outi Helenius, Evli's Head of Sustainability and Ville Tiainen, Nordic Equities Portfolio Manager.

Listen below or download transcript >

Episode 1: Q1 – What to keep an eye on in the Nordics?

Joining Tomas for this first of four episodes are Sauli Vilén, Chief Equity Research Analyst from Inderes, and his colleague Jukka Hyvönen, Sales Executive at Evli’s Stockholm office.

Listen in as they discuss why the Nordics are appealing to investors, how liquidity has evolved over the past year and take a deep dive into the market outlook for the region over the course of the year. 

Listen below or download transcript >

Roles of responsible investment and ESG put under the microscope - Season 3

The third series of the Evli Podcast explores the changing role of ESG and responsible investment in the asset management industry. We discuss the importance of transparency and clarity, both when implementing ESG and when doing ESG reporting. 

Episode 1: The changing role of responsible investing and ESG

What’s the difference between greenwashing and a coherent ESG strategy? Evli’s Head of Sustainability, Outi Helenius, and Head of Institutional clients, Kim Pessala, dissect the matter together with host Petter von Bonsdorff. 

Listen below or download transcript >

Episode 2: Does responsible investing and ESG narrow investment spaces?

Host Petter von Bonsdorff is joined by Evli's Tomas Hildebrant, a Senior Portfolio Manager, and Janne Kujala, Head of Nordic Equities. The three take a deep dive into the company’s way of implementing ESG and responsible investing, before discussing how ESG strategies can offer new opportunities without hampering portfolio results. 

Listen below or download transcript >

Episode 3: An external perspective

In this last episode, we are joined by Philip Kalus, who has almost 30 years of experience in the asset management industry, and is the  founder and managing partner of Accelerando Intelligence. He helps us in gaining a wider understanding of the metrics and methods of compiling ESG reports.

Listen below or download transcript >

What role does legacy play in shaping success - Season 2

In this second series of the Evli Podcast we will explore the role of legacy in our industry, talk about why it is important and dive into Evli’s interpretation of the concept of legacy. Listen to our experts!

Episode 1: What does it take to become a successful portfolio manager?

Juhamatti Pukka, Evli’s very talented Head of Fixed Income and also the youngest triple A-rated portfolio manager, talks about what it takes to become a successful portfolio manager an must have skills going forward. 

Listen below or download transcript >

Episode 2: Why does Evli's legacy breed success?

Two members of the Evli team from different generations, Juhamatti Pukka, Head of Fixed Income, with more than 10 years of experience at Evli, and Maunu Lehtimäki, the CEO who has been with the company for nearly 25 years takes a deeper dive into the very core values of Evli, legacy and why these are important, both in our industry and on a wider scale.

Listen below or download transcript >

Episode 3: The inner workings of Citywire

Our host Petter von Bonsdorff meets Citywire’s Dr Nisha Long, with more than 14 years of experience with the company, in London. They take a look at the metodology, discuss the impact ratings can have on companies and the industry in general, as well as the relevance of ratings in an ever-changing world.

Listen below or download transcript >


The start, the edge, the future - Season 1

In this three-part podcast series we will shed light on how the fund was born, what keeps a manager motivated 20 years on and what the future of bond management looks like. Listen in to our experts!

Episode 1: Evli Corporate Bond fund - How it all began

Evli’s CIO Mikael Lundström, portfolio manager of the Evli Corporate Bond fund since inception in 1999, reveals how the fund was born and what keeps him motivated to be part of the fund 20 years on.

Episode 2: The Evli edge

Three of Evli’s partners, with a joint experience of over 60 years - PM, CIO Mikael Lundström, together with Peter Lindahl and Petter von Bonsdorff - dissect the cornerstones of Evli and its investment philosophy, discuss how the company differs from its competitors and what is the level of creative license Evli is able to offer its employees.

Episode 3: What does the future hold?

Evli's Head of Institutional Wealth Management Kim Pessala and Fund Industry Specialist Jauri Häkkä discuss , active vs. passive fixed income management, the impact of sustainable investment, what culture means to Evli and what is important when securing and retaining young talent.