Mads N.S. PedersenNov 16, 2020A recovery into 2021?To most people Biden is the winner of the US election. The current president, Trump seems less convinced and the multiple reasons he has...
maximilianhelletzgNov 3, 2020Global Fixed Income Opportunities A systematic approach to total return credit portfolios The Global Fixed Income Opportunities portfolio (GFO) is a total return-focused...
Mads N.S. PedersenOct 29, 2020Asset Allocation and US elections.The US election is just around the corner, risk is increasing, and the Fed’s policy support is losing momentum. On these two pages we...