The full article is only available to members
If you’re new to Tell Media Group, create an account.
Read more about our membershipsInsight on Nordic high yield and why investors should pay attention
Tell Media Group recently sat down with Henry Grepstad, partner and portfolio manager at FIRST Fondene, following the FIRST High Yield’s recognition at the LSEG Lipper Fund Awards 2026 where the fund was named the best Nordic high-yield fund over five years.
With the key question being why institutional investors should pay closer attention to Nordic high yield, the conversation explores both the investment case for the asset class and how the Nordic high yield market has changed. Henry Grepstad describes the Nordic high yield market as a maturing but still distinctive part of the credit universe. It is no longer a narrow local niche, yet it should not be treated as simple global high-yield beta. As he puts it, “the Nordic high-yield label remains defensible”, but investors must recognise that the market is increasingly complex. Its appeal for institutions lies in
The importance of diversification in the age of AI polarisation
2026-09-03
Andrew Harvie, senior client portfolio manager at Columbia Threadneedle Investments, talks their approach to quality growth investing, finding opportunities outside AI and tech and the importance of harnessing the resources of the firm as a...
Q&A: Joshua White on US large cap equities
2026-09-03
Tell Media Group recently sat down with Joshua White, co-chief investment officer and portfolio manager at Boston Partners, for a discussion centred on their approach to US large cap equity investing where the key message...
A contrarian view on Asia ex-Japan equities
2026-08-19
James Cook, investment director, emerging market equities at Federated Hermes, talks about what it means to be a contrarian investor in Asian equities and why he’d rather own a cheap Ford than an expensive Ferrari.
Private for longer – what does it mean?
2026-08-18
Alan Coffey, a director in the private companies’ team at Baillie Gifford, talks about private growth equities - an asset class within private equity that emerged because of the trend where companies are staying private...
EM equities: A broad and diverse suite of opportunities
2026-09-04
Just before summer, Tell Media Group together with Franklin Templeton, Robeco and Schroders gathered Swedish investors for a discussion on opportunities and challenges in emerging market equities.
What I learnt from Andreas Eriksson about fund selection at Garantum
2026-08-31
We recently sat down with Andreas Eriksson who works as head of fund selection & portfolio manager at Garantum Fondkommission for a discussion centred on how he evaluates, selects and combine external funds as part...
Finding suitable building blocks
2026-08-26
Before the summer, Tell Media Group sat down with Love Nordström, head of manager research at Swedbank, for a conversation about how one of Sweden’s largest banks thinks about fund selection in practice.
Söderberg & Partners in strategic partnership with Grieg
2026-06-30
Today, Söderberg & Partners and Norwegian Grieg Group announced that they have entered a strategic partnership where Grieg Investor and Gabler Investments will be merging into a joint venture.
Considerations when investing in natural capital
2026-06-29
In a Q&A with Mads Jensen, founder of Danish investment consultancy Jentzen & Partners, we explore the interest among Nordic investors in natural capital, balancing diversification and return characteristics with broader societal benefits and the...
How to succeed: International fund distribution
2026-09-09
Focus, being present and being patient – as well as having a suitable structure in place. These are some of the key factors to find success when it comes to international fund distribution according to...