Post by AMWatch

Lærernes Pension has made significant changes to its investment strategy in recent years. According to Morten Malle, the pension firm is already seeing the results. He participates in the first instalment of our "Nordic Pension CIOs" series that will run through the summer. Here CIOs answer questions about their investment strategy, use of external management and their view on the future landscape for investors. Morten Malle is especially interested in following the actions of the Federal Reserve and its new chair Kevin Warsh. "We are concerned with the outlook for the independence of this key US institution and coupled with increasing uncertainty of the US fiscal outlook as well, this could be an important market stress factor at some point," Malle states: https://lnkd.in/eA9uzk6R