Evli Fund Management Company Ltd is a Nordic fund management boutique established in in 1989 focusing on institutional investors.
In the series of our #NordicInvestorPodcast we dive into current topics in the world of investing, hosted by Petter von Bonsdorff and Tomas Hildebrant, Evlian stalwarts since 20+ years.
Each episode offers Nordic expertise on the current market trends. Listen and enjoy!
Quarterly Series – Q4/2021: Stagflation, Nordic IPOs and outlook for 2022
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!
Quarterly Series – Q3/2021: Dare to look at 2022 yet?
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.
Quarterly Series – Q2/2021: What is Sustainable Alpha?
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.
Quarterly Series – Q1/2021: What to keep an eye on in the Nordics?
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!
Series 3, Episode 3: An external perspective
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.
Series 3, Episode 2: Does responsible investing and ESG narrow investment spaces?
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.