Insights

Henning Padberg is one of the European pioneers when it comes to sustainable investment. In 2008 he started his career as a portfolio manager at Nordea Asset Management (NAM). Initially, he had to contend with doubters as to whether sustainable investing and performance can go hand in hand. But today, he manages over EUR10 bn AUM in sustainable funds.

The real estate and infrastructure sectors are vital levers in any country’s climate policy. In Europe the building and construction sector accounts for around 37% of energy and process-related Co2 emissions (2021) followed by Transport, which is responsible for about a quarter of the EU’s total greenhouse gas emissions, according to the European Environment Agency

If the world has any chance of slowing the excessive rate of global warming, urgent action must be undertaken to cut methane emissions. A powerful greenhouse gas, methane is estimated to be responsible for more than 25% of today’s global warming .

Following the total write-down of Credit Suisse’s AT1 bonds, both regulation and volatility are likely to increase in the high-yield sector. This is the assumption of Sandro Näf of Capital Four. Nevertheless, he is cautiously optimistic about the coming months.

Our planet is on track to surpass a 1.5° C temperature increase and investors are concerned.

Investors have encountered experienced several periods of severe market turbulence since the global financial crisis – most notably the European sovereign debt crisis, 2013’s ‘taper tantrum’, and the initial stages of the Covid-19 pandemic. Fortunately, the sharp drawdowns experienced proved on each occasion to be temporary, and the bull run for stocks and bonds ultimately resumed.

Hilde Jenssen, Head of Fundamental Equities at Nordea Asset Management, discusses the global decarbonisation drive and how activities at portfolio level can make a difference.

Why investors should consider a differentiated approach in the current multi-asset correlation crunch

Covered bonds offer many advantages, yet they seem sometimes to be the forgotten piece of the fixed income markets.

If we look at markets through a fundamental lens, equities remain the asset class most likely to deliver a robust return able to offset inflation.

After years of seemingly unstoppable momentum behind ESG, the sustainable investment space witnessed heightened debate in 2022

Investors have experienced several periods of severe market turbulence since the global financial crisis – most notably the European sovereign debt crisis—the ‘taper tantrum’—and the initial stages of the Covid-19 pandemic.