Macro is back and so is the ability to deliver strong returns for fixed-income macro managers such as Nordkinn Asset Management.
“The trains are leaving the stations constantly rather than sporadically as before,” says Chief Economist and portfolio manager Bjørn Roger Wilhelmsen. “Even if we miss one train, there’s always another one coming.” For Nordkinn, those trains represent the constant flow of macro-driven opportunities that have returned to fixed-income markets after a decade of dormancy.
Les mer: Macro Matters Again and Nordkinn is Built for It – HedgeNordic