Finance Blog
Here you will find blog posts, interviews and market comments from our portfolio managers.
Finance Blog
Erlend Fredriksen, CFA -
The China Debacle – Will the US Election Outcome Change Anything?
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Abishek Thepade -
China: Coronavirus Pandemic to Economic Recovery - and Beyond
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Erlend Fredriksen, CFA -
Why did our Emerging Markets fund outperform in 2019?
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Erlend Fredriksen, CFA -
Pension reform done. Next on the agenda in Brazil: taxes!
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Erlend Fredriksen, CFA -
Chile and the World’s Most Expensive Subway Price Hike: A Lesson in the Intricacies of Global Risks
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