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Some venture capital investors are just very different from all other professionals we meet. As private business owners and founders, they generally believe significant returns are only made from creating new businesses, while they are often skeptical about the benefits of asset allocation models or even the notion that the public stock market can generate […]

What it means for institutional investors: Coming back into the Nordic offices after the summer vacations, it’s time to revisit asset allocations and selection strategies. Investment legend John P. Calamos writes about lessons learned for asset allocations through a rough ride in the first half of 2025: “While investors who stayed the course are likely

What it means for institutional investors: There is a monumental funding gap within US Infrastructure: the investment needs are well above the capacity of the federal government, the states, and the municipalities. Fortunately, private capital is also available for investments given an attractive expected combination of risks and returns; credit quality, stable cash-flows, and yields.

IMD recently held Investor Seminars in Stockholm, April 24th and Copenhagen, April 25th, 2025. Golding Capital Partners, Calamos Investments, American Infrastructure Partners and Ascender Capital presented the investment strategies Private Equity Secondaries, Co-Investment Buyout, Convertible Securities, Real Estate/Infrastructure and listed equities in Asia. The seminars were well received by the investors in both cities, and

Save the date. IMD will host two exclusive investor seminars for professional investors in April. The presentations will feature leading asset managers within Private Equity, Convertible Bonds, Infrastructure, Real Estate, and more to follow. Stay tuned! Stockholm: April 24th, IVA Konferenscenter, Grev Turegatan 16, 8:00 – 12:00Copenhagen: April 25th, IDA Conference, Kalvebod Brygge 31, 8:00

Across the U.S., kids are sitting in freezing, molding, and all too often dangerous classrooms. Over 50 years old, primary schools for underprivileged families are falling apart. Worse: It provides the kids with poorer life skills. There are so many of these schools and education institutions; USD 568bn needed for renovation and modernization to solve

The risk of global investor flight in and out of frontier- and early emerging markets used to one of the biggest worries for developed market investors considering adding these markets to improve diversification and gain a better expected risk-return combination. However, as seasoned frontier markets investors like Mattias Martinsson from Tundra Fonder has been saying

Trump is back—but the sustainability agenda is alive and strong! Investors are busy analyzing the impacts of the new political agenda. According to a Calamos Investments team in Chicago, the green changes are here to stay, powered by strong factors, despite some headwinds. Quotes: * Imported solar panels, EV batteries, and critical minerals wouldn’t be

Christian Jessen from IMD had the great pleasure in December of participating as a panelist in a webinar arranged by the US-based GAMMA—Global Asset Management Marketing Association! The title of the webinar is “The 12 Core Elements of Business Development”. The moderator Sandra Powers Murphy recently published a second edition of her successful book “The

Onshore wind, industrial water treatment, solar, battery storage, port terminals, and data centers. These infrastructure assets can offer investors attractive risk returns, with an operational risk that can be sensibly managed. There are extra yields available for smaller specialized infrastructure funds that don’t need to deploy EUR 250m for each project to invest billions burning