Susanne Bolin-Gärtner has overhauled the selection philosophy at Stockholm’s Folksam Fondforsäkring, shifting the focus from ‘exotic’ to flexible funds with a wide mandate while improving ESG standards.
Swedish fund buyers are in a bullish mood, and have diametrically reversed their assessment of the impact a Trump presidency will have on global markets.
Here you can see a slideshow of photos taken at Expert Investor Sweden, held in Stockholm on 9 February 2017.
In this short video, H2O Asset Management's Peter Nodwell gives three reasons why the Mexican peso is the most undervalued investment opportunity in 2017.
Right now is a fantastic time to invest in North American companies that have ESG integration at the heart of their strategy, says BMO GAM's Jamie Jenkins, head of global ESG equities.
Matt Lovatt, investment director at AXA IM, outlines the three main drivers of the robotics industry for the next few years. He finds the biggest robotics opportunity in driverless cars.
In this short video, Old Mutual GI’s Justin Wells argues only flexible and dynamic managers will thrive in the Trump era.
Eaton Vance's Michael Cirami discusses in which countries he finds particularly attractive investment opportunities. He also identifies a region that offers opportunities for shorting assets.