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Søren Dal Thomsen, the newly appointed CEO of Kirstein offshoot Spektrum, is already working with the firm on a fund giving smaller institutional and professional investors exposure to infrastructure assets. The firm’s founder Jesper Kirstein tells AMWatch it is not just large pension funds that need alternatives in their portfolios.
The Danish labour-market pension fund has been actively making tactical changes to its investment portfolio to protect investment gains it made over the last few years. Both equity and bond markets are set for a bout of weakness six to 12 months from now, though a real crash is unlikely, predicts Morten Kongshaug, the fund’s investment strategist.