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On the 26th of October 2017, the Nordic Investment Managers Forum in Luxembourg celebrates its fourth event: five leading asset managers from Scandinavia will unite to discuss important market trends and investment topics with you. We invite you to join us at our event following last years' successes, this time at Cercle Cité in Luxembourg City. The forum is organised by Danske Invest, DNB Asset Management, SKAGEN, Jyske Bank and Sparinvest.
The name Scandinavia translates to ‘the dangerous peninsula’, which relates both to dangerous sea currents and the blustery north wind: the Nordic countries learned a long time ago, therefore, how to survive storms. That is apparent to this day. On the one hand, the Scandinavian asset managers prove themselves to be robust and stable partners for their investors; on the other hand, they also set new standards in terms of customer orientation, transparency and sustainability. These values, which ultimately set the foundations for a strong market position, have also been subscribed to by the Nordic Investment Managers Forum.
Guests can expect an in-depth analysis of current investment topics, clear statements and an open exchange of opinions with selected fund managers from the leading Nordic asset management companies. The flat hierarchy Scandinavians stand for allows investors direct access to portfolio managers and decision-makers, allowing for a hands-on experience.
In a still favourable environment for real estate due to low interest rates, solid balance sheets, transparent cash/flow earnings and known credit levels, investing in listed global real estate offers the benefits of investing in economic growth whilst improving your risk/return profile due to diversification, transparency and liquidity.
During 20 years of working with value investing at Sparinvest, value investing has been declared dead and has come back alive several times. Over the past year markets have shown that higher bond yields could lead to outperformance for value stocks. If we combine this observation with our opinion that value stocks are trading at a discount to the market, we are convinced that we are in a favourable environment for value investing. We also think that today’s market conditions favour an active approach to value investing. Stock markets are not as attractively priced anymore and volatility is very low, while stock-to-stock correlation is coming down from elevated levels. Such market conditions warrant careful bottom-up stock picking and well-diversified portfolios in order to avoid the riskier parts of the market.
Jyske Capital, the Danish Asset Manager, has thorough experience in multi asset investing and manages strategy funds which are very successfully positioned in the market place. In the presentation Anders Leonharder Weihrauch, Senior Portfolio Manager of the Jyske Strategy Funds, gives insights into the global market outlook. Anders also explains why strong teamwork is chosen over reliance on a single “star manager”, the drivers of asset allocation decisions and what sets the Jyske Strategy Funds apart from the rest.
The investment climate is becoming more and more complex and the low interest rate environment is forcing investors to move out of the risk curve. Investing in European equities based on the philosophy of fundamental bottom-up research, combined with an investment strategy with a defensive quality focus and a high dividend yield focus, appears to be an attractive investment opportunity for the years to come. Our High Dividend Team has a long and solid track record, with consistent high-risk adjusted returns and performance, and is anchored in the center of expertise of our European and Global Equity team.
The established tech companies have very solid business models, trade with decent valuations and have above average growth in a still near zero interest rate environment. Tech is also “eating into all” sectors, i.e. its importance from healthcare to utilities is increasing. Despite all the technological development that has taken place in recent years, there is a lot still to come with for example big data, cloud computing, artificial intelligence, machine learning, autonomous cars and so on; But like with any investments, there are risks, as an example the political and regulatory risks for Alphabet have increased recently. Anders will give a tour through the global tech universe and explains how outperformance can be generated.
Archive of Nordic Investment Managers Forum news
|September 15, 2017||Nordic Investment Forum||Read more||1,000,000 tonnes of salmon and trout with a value of NOK 65.3 billion (approx. €6.9 billion) were exported by Norway in 2016.|
|September, 2017||Nordic Investment Forum||Read more||Inverview mit Mike Judith vom Asset Management der größten norwegischen Bank DNB (einem der Veranstalter des NIMF) und Leiter des internationalen Vertriebs.|
|October, 2016||Nordic Investment Forum||Download||On the 6th of October 2016, the Nordic Investment Managers Forum in Luxembourg celebrated its third event:Four leading asset managers from Scandinavia discussed important market trends and investment topics.|
|July, 2016||Nordic Investment Forum||Download||The Nordic high-yield market has recovered considerably with the help of rising oil prices. DNB anticipates a continued increase in oil prices and likewise a continuation in the upward trend on the high-yield market.|
|April, 2016||Nordic Investment Forum||Download||The oil price is a hot topic in the financial sector. Since the financial crisis of 2008/2009 nothing seems to be the same in oil sector. What does this mean for investors?|
|March, 2016||Nordic Investment Forum||Download||Through one single investment certificate, blend funds combine more than thousand shares and bonds from all over the world. You do not have to monitor and modify your investments yourself, as everything is taken care of automatically.|
|February, 2016||Nordic Investment Forum||Download||Emre Akcakmak, a Turkish national and member of the portfolio management team for Eastern Europe and Global Frontier Markets, talks about the Frontier Markets' bad run in 2015 and why this may be a good entry point for investors.|
|February, 2016||Nordic Investment Forum||Download||The sea on the Nordic High Yield market remains choppy on account of diminished oil prices. Much intuition and expertise is needed to select bonds. Rising oil prices will drive rates back up again in the medium and long term.|
4th Nordic Investment Managers Forum, Luxembourg
Danske Invest, DNB, Jyske Bank, SKAGEN & Sparinvest
If you have any questions, please get in touch with the following contact persons.
Head of Fund Distribution Germany
Phone: +49 69 50 50 47-151
13, rue Goethe
1637 Luxembourg, Luxembourg
Head of Wholesale Business D/A/CH