News and insights

While US decarbonisation spending is moderate, we see significant growth in clean-energy investment over the coming decade due to the favourable economics of clean power.

Nordea Asset Management (NAM) is pleased to announce the Government Pension Investment Fund of Japan (GPIF), one of the world’s largest institutional investors, has selected its BetaPlus Enhanced Global ex-Japan Equity Strategy for a portion of its global equity allocation.

Strategic autonomy is no longer aspirational for Europe; it is essential. The recently fractured global order has exposed Europe’s dependencies on US military support, Asian manufacturing, and Russian energy.

Emerging markets have long been overshadowed by the dominance of U.S. technology giants and a global preference for perceived safe-haven assets. Yet today, against a backdrop of a weakening U.S. dollar and rising uncertainty over American trade policy, they are reasserting themselves as a strategic option for investors seeking growth, diversification, and resilience.

Distinguished by its size, skill and strategy, NAM was a standout winner in the Covered Bond Investor of the Year category. GlobalCapital spoke to Henrik Stille, Head of Fixed Income Rates, about NAM’s approach.

As we enter the next phase of global decarbonisation, institutional investors are rethinking their strategies.

As the ESG investment landscape continues to evolve, clarity has become just as important as conviction. In a move designed to reduce greenwashing and enhance transparency for investors, the European Securities and Markets Authority (ESMA) is implementing new naming guidelines for ESG funds, effective from April 2025.

It’s now or never for Europe. We are at a point where Europe must reinvent its identity in a new world in which we are on our own. We need to decide whether to take responsibility for our future or let others decide for us. It is absolutely crucial whether Germany uses its significant fiscal space to rearm and improve infrastructure. If this happens, I am quite optimistic about the return opportunities for Europe in the coming years.