Quarterly Series – Q4/2021: Stagflation, Nordic IPOs and outlook for 2022
The Nordic Investor Podcast
by Evli Funds
1y ago
Join Evli’s Tomas Hildebrandt for the final Nordic Investor Podcast of 2021 – a quarterly series that takes a deep dive into the world of the Nordic market. This time, Tomas sat down with Evli colleagues Valtteri Ahti, Ville Tiainen and Juhamatti Pukka to look back over the year and discover what is in store for 2022. Listen in as they discuss the possibility of a return to stagflation, the critical role of IPOs in the region and key things to look out for in 2022 ..read more
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Quarterly Series – Q3/2021: Dare to look at 2022 yet?
The Nordic Investor Podcast
by Evli Funds
1y ago
Join Evli’s Tomas Hildebrandt for the third episode of the Nordic Investor Podcast – a quarterly series that takes a deep dive into the world of the Nordic market. This time, Tomas sat down to chat with Thomas Thygesen, SEB’s Head of Global Equity Strategy in Copenhagen. Listen in as they discuss political disruption in the Nordics, a blowout earnings season and take a look ahead at what to expect in 2022 ..read more
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Quarterly Series – Q2/2021: What is Sustainable Alpha?
The Nordic Investor Podcast
by Evli Funds
1y ago
Join Evli’s Tomas Hildebrandt as he returns for the second episode of the Nordic Investor Podcast – a quarterly series that takes a deep dive into the world of the Nordic market. Joining Tomas for this episode are Evli’s Outi Helenius, Head of Sustainability, and Ville Tiainen, Nordic Equity Analyst. Listen in as they discuss the market situation in the region, explore current ESG and taxonomy issues, and take a look ahead at what to expect for the rest of 2021 ..read more
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Quarterly Series – Q1/2021: What to keep an eye on in the Nordics?
The Nordic Investor Podcast
by Evli Funds
1y ago
Join Evli’s Tomas Hildebrandt as he hosts a brand-new podcast series on the Nordic market outlook, set to run over the course of the year. Joining Tomas for this first of four episodes in 2021 are Sauli Vilén, Chief Equity Research Analyst from Inderes, and his colleague Jukka Hyvönen, Sales Executive at Evli’s Stockholm office. Listen in as they discuss why the Nordics are appealing to investors, how liquidity has evolved over the past year and take a deep dive into the market outlook for the region over the course of the year. You can’t afford to miss it ..read more
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Series 3, Episode 3: An external perspective
The Nordic Investor Podcast
by Evli Funds
1y ago
Episode 3 of The Evli Podcast’s third series sees host Petter von Bonsdorff joined by Accelerando Intelligence’s founder and managing partner, Philip Kalus, from Spain. With more than 27 years of experience in the asset management industry, Philip is perfectly placed to offer an external perspective on ESG and RI and give a wider understanding of the metrics and methods of compiling reports on the matter. The two also discuss responsibility, the long journey that ESG and RI have taken to reach this point, and the future of ESG marketing campaigns. You won’t want to miss it ..read more
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Series 3, Episode 2: Does responsible investing and ESG narrow investment spaces?
The Nordic Investor Podcast
by Evli Funds
1y ago
In episode 2 of the second series of The Evli Podcast, host Petter von Bonsdorff is joined by Evlians Tomas Hildebrant, a Senior Portfolio Manager, and Janne Kujala, Head of Nordic Equities. The three take a deep dive into the company’s way of implementing ESG and RI, before discussing how Evli’s strategy is intrinsically linked to customer strategy. They also talk through whether ESG and RI narrow investment spaces and funds, before broaching the sensitive topic of inclusion versus exclusion. Tune in now ..read more
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Series 2, Episode 3 – The inner workings of Citywire
The Nordic Investor Podcast
by Evli Funds
1y ago
Episode 3 of the second series of The Evli Podcast sees host Petter von Bonsdorff travel to London to meet Citywire’s Dr Nisha Long. With more than 14 years of experience with the company, Nisha is perfectly placed to offer a behind-the-scenes look at what makes the ratings behemoth tick and how they are moving with the times. The two also discuss the impact Citywire’s ratings can have on companies and the industry in general, as well as the relevance of ratings in an ever-changing world. You won’t want to miss it ..read more
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Series 2, Episode 2 – Why does Evli’s legacy breed success?
The Nordic Investor Podcast
by Evli Funds
1y ago
In episode 2 of the second series of The Evli Podcast, Petter and Juhamatti are joined by Evli CEO Maunu Lehtimäki, who has been with the company for 24 years. The three take a deep dive into the very core ideals of legacy and why it is so crucial to the success of a company. The conversation then shifts to Evli’s implementation of legacy and the ways in which it passes down through the generations of portfolio managers. The trio finish off by asking if the new wave of portfolio managers put the same stock in legacy as their more experienced colleagues and if they can ‘feel it in the walls’ of ..read more
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Episode 3: What does the future hold?
The Nordic Investor Podcast
by Evli Funds
1y ago
Evli’s Head of Institutional Wealth Management Kim Pessala and Fund Industry Specialist Jauri Häkkä discuss everything from the impact of sustainable investment to what culture means to Evli to what it looks for when securing and retaining young talent. You don’t want to miss the last episode of our three-part podcast series ..read more
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Episode 2: The Evli edge
The Nordic Investor Podcast
by Evli Funds
1y ago
In the second episode of our three-part series, Evli’s Mikael Lundström, Petter von Bonsdorff and Peter Lindahl dissect the cornerstones of Evli’s work and the company’s philosophy, discuss how the company differs from its competitors and what is the level of creative license Evli is able to offer its employees ..read more
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