News
- Mar242026Nordkinn AM
Our investment manager in Finansavisen – Iran-krigen: Banklån blir dyrere
Nå har vi høyere energipriser på toppen og rentene ute har steget mye. SlikNorges Banks reaksjonsfunksjon er, er det ikke umulig å regne inn enrenteheving, mener Mouland.
Les mer: Iran-krigen: Banklån blir dyrere
- Mar062026Nordkinn AM
Our investment manager in Kapital – Kan falle 30 prosent: Du risikerer dobbeltsmell
Nordmenn har investert milliarder i amerikanske og globale aksjefond. Dette har skapt en høy dollareksponering, som med fordel kan sikres.
– Dollaren kan lett svekke seg 20-30 prosent over de neste 2-3 årene. Dermed risikerer man å sitte igjen uten avkastning, selv om det amerikanske aksjemarkedet skulle gå greit, sier Lars Mouland, forvalter i Nordkinn Asset Management.
- Nov032025Nordkinn AM
Macro Matters Again and Nordkinn is Built for It – HedgeNordic
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
- Aug272025Nordkinn AM
Our Investment Manager in E24.no – Renteforvalter om Fed-drama: – Svekkelsen av dollaren kan få en ny runde
Høyere renter og ny svekkelse av dollaren kan bli konsekvensene hvis den amerikanske sentralbankens uavhengighet settes i spill, mener forvalter Lars Mouland.
Les mer: Renteforvalter om Fed-drama: – Svekkelsen av dollaren kan få en ny runde
- Aug252025Nordkinn AM
Twelve Years On, Nordkinn Expands with Two PMs and Advisor – HedgeNordic
Twelve years after its inception, Nordkinn Asset Management is entering a new growth phase, expanding its investment team with the appointments of Arian Kalantari and Lars Mouland as portfolio managers. The duo will work alongside the firm’s three founding portfolio managers, led by Alexander Melsom, Head of Portfolio Risk Management. Adding further weight to the team, Paulus Ingram, best known in the hedge fund space as Head of Hedge Fund Investments at Dutch pension giant APG, has also come on board as Senior Advisor.
Les mer: Twelve Years On, Nordkinn Expands with Two PMs and Advisor – HedgeNordic