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Constructive on Duration: A Q1 Update on Low-Carbon Credit

This webinar provides a Q1 update on our low-carbon credit strategy, highlighting market volatility, geopolitical risks and why we remain constructive on duration and yield.

Subtitles: Captioned in the original language and translated into other languages with the help of AI. We accept no liability for any linguistic errors in the translation. Select a language, or turn subtitles on/off, by starting the video and clicking the speech bubble in the bottom right corner.

In this quarterly webinar, we provide an update on our global low-carbon credit strategy following a volatile start to 2026.

The discussion covers macro developments, credit markets and portfolio performance, with a particular focus on how rising geopolitical tensions have affected interest rates and spreads.

Daniel Berg, Head of Global Fixed Income, joins Johan Mørk the studio to reflect on strong market conditions earlier in the year, the impact of higher oil prices and the Iran conflict, and why recent drawdowns may have improved the fund’s forward-looking return potential.

Despite wider spreads and negative returns in March, running yields have increased to more attractive levels. The webinar also explores different market scenarios ahead and explains why we are increasingly constructive on duration, while remaining mindful of downside risks in the event of a global recession.

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Daniel Berg

Daniel Berg is Head of Absolute Investments, Global Fixed Income and FX.

Daniel Berg joined us in 2007 as a quantitative analyst and portfolio manager within the Global Fixed Income Team. Since 2009 he has had primary responsibility for the global fixed income portfolios and also heads the global fixed income and fx team. Prior to joining DNB Asset Management, Daniel was a Risk Analyst at GE Money Bank, and have also worked as a researcher at the University of Oslo and at the Norwegian Computing Center (Norsk Regnecentral). As of January 2022 he has also become Head of Absolute Investments.

Daniel holds a Master of Science in Statistics from the Norwegian University of Science and Technology (NTNU) and a PhD in Mathematical Statistics from the University of Oslo. Daniel is fluent in English and Swedish.

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