As Japanese equities surge after 20 years of recession, investors must decide whether this is the start of a sustained recovery or just another dead-cat bounce
AP7 undeterred by equity market volatility
Sweden’s AP7 is convinced that leveraging global equities will offer superior risk-adjusted returns over time
A little respect goes a long way
Many emerging market companies are controlled by a majority shareholder. What does this mean for investors?
The art of selling shares
How are your stocks doing? That is easy: just look at your portfolio. Sophisticated software also enables managers to slice return data in various telling ways.
Chinese A-shares: For true exposure to Chinese growth
With China in the process of liberalising its financial markets, Nordic investors view opportunities with cautious optimism
Avoiding directionality, finding untapped opportunities
The twists and turns of the financials sector over the past couple of years have made it a difficult place to find compelling investment opportunities, particularly in the context of the recent banking and sovereign debt crisis.
Quarterly Investor Survey September 2012: Cheap valuations trigger interest in eurozone equities
Nordic investors’ interest in high yield has cooled down as they are turning to euro-zone equities and corporate bonds
Danish investors urged to reassess large-cap bias to find hidden gems
Pension funds could be losing out on performance by not considering small-cap investments, which are often unfavoured due to the lack of liquidity
PKA pioneers an equity portfolio of risk premia
Inspired by advances in portfolio theory, PKA plans a cutting-edge move of allocating to return sources
Poor-performing domestic equities a dilemma for investors
Finnish investors are torn between continuing to invest in the country’s economy and ditching domestic equities in favour of better returns
