Approach alternatives with caution in current rate environment

Nordic Head of Tactical Asset Allocation at Swedish-based asset manager goes against the tide in his use of alternatives in discretionary portfolios.

Photo: Jens Nørgaard Larsen/Ritzau Scanpix

As bond yields are at a record low, and the expected long-term return on listed equities is below its historical mean, a vast majority of institutions have increased their relative exposure towards alternatives over the past years.

At Swedish asset management company Alfred Berg, Nordic Head of Tactical Asset Allocation Jonas Olavi’s use of real estate, private equity and hedge funds is slightly more defensive, writes Nordic Investor.

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