GIỚI THIỆU VỀ TẬP NÀY
Inflation isn't the anomaly, it's the norm. Defense is getting a new seat at the ESG table. And private equity may be finding its edge again.
Recorded onsite at our Nordic allocator roundtable in Denmark, this episode features Cecilia Kellner and Jakob Carlsson on how one of Sweden's largest investors is positioning for what comes next: navigating inflationary cycles and geopolitical risk, building climate-smart indices and green bonds without sacrificing returns, and finding private equity's edge again.
Request the Nordics Investors Retreat (June 16-18, 2026) agenda for the full speaker lineup and sessions: https://info.marketsgroup.org/nordics-investors-retreat-2026?utm_source=LinkedIn&utm_medium=LinkedInxTAPxNordicsRetreatJune3
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TÌM KIẾM CÁC TẬP TRƯỚC
Tìm kiếm các tập trước của The Allocators Playbook.
CÁC TẬP KHÁC TRONG PODCAST NÀY
Part 1: After becoming one of the most nominated CIOs in the history of the Markets Group peer nominated CIO Hall of Fame Award, we conducted a special session with Ash Williams as part of his induction. In Part 1, hear about the key decisions he made during his life and career, and his sound advic…
Part 2: CIO Hall of Famer Ash Williams discusses the changes he made once he returned to the Florida SBA after the Great Financial Crisis, and fields questions from CIOs in the industry.
Jon Braeutigam, CIO of the State of Michigan Department of Treasury, reflects on how a long-term, data-driven investment philosophy has helped guide the portfolio through major market cycles. In this in-depth discussion with Markets Group Deputy Editor Lauren Bailey, Braeutigam explains the fund’s …
Jeb Burns, Chief investment officer of Michigan MERS, living in a U.S. manufacturing hub, shares insights on tailwinds, where investors are leaning in, humans vs. AI, and getting his investment team out of siloes.
Tuyên bố miễn trừ trách nhiệm: Podcast và tác phẩm nghệ thuật được nhúng trên trang này là của Markets Group, là tài sản của chủ sở hữu và không được liên kết hoặc xác nhận bởi Listen Notes, Inc.
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