"We think Norges Bank will be the first central bank [in the G10 currency sphere] to raise rates," said Bjørn Roger Wilhelmsen, partner and chief economist at Nordkinn, an absolute return macro hedge fund based in Stockholm.
He says the first rate hike "will probably come at the end of 2021." That’s currently only reflected in market pricing "to a smaller extent," he said. Nordkinn’s strategy has returned just over 6 percent so far this year, compared to its return target of 4 percent over the risk-free rate.
Already a subscriber? Log in.
Read the whole article
Get 14 days free access.
No credit card required.
Get full access for you and your coworkers.Start a free company trial today
Your trial for AMWatch has now started
With your free trial you get:
Full access to all locked articles on AMWatch.
Daily newsletter and ongoing top-newsletters. You can unsubscribe and subscribe to our newsletters anytime.
When your trial period expires
You will not be transferred to a paid subscription.
You will continue to receive our newsletters after the trial period expires. You can unsubscribe at the bottom of each newsletter.
More from AMWatch
Only 16 percent of fund managers in Sweden are women. The figure is 11 percent in Finland, while just 6 percent of fund managers in Denmark and Norway are female. AMWatch has talked to four Nordic women in finance in search of answers regarding this imbalance and to hear about their career experiences.