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Japanese market rebound revives interest

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

From Investments / Equities April 2013

AP7 undeterred by equity market volatility

Sweden’s AP7 is convinced that leveraging global equities will offer superior risk-adjusted returns over time

From Investments / Equities April 2013

A little respect goes a long way

Many emerging market companies are controlled by a majority shareholder. What does this mean for investors?

From Investments / Equities April 2013

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.

China
From Investments / Equities December 2012

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

From Investments / Equities December 2012

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. 

From Investments / Equities September 2012

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

denmark page june
From Investments / Equities June 2012

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

From Investments / Equities February 2012

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

From Investments / Equities December 2011

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

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