Today on the Investing & Other Stories Podcast your host Margarita Triantafyllidou, CFA welcomes Madeleine Almqvist, Portfolio Manager at Case Fonder.
Madeleine discusses the return profiles of different types of bonds, the impact of trade wars on bond yields, and the nuances of bond investment strategies. She also discusses credit risk, the importance of bond covenants, and how to conduct thorough credit analysis. Madeleine shares her outlook for the Nordic fixed income market in 2025, key tips for successful bond investments, and how bonds can strategically fit into your portfolio.
01:58 Guest Introduction: Madeleine Almqvist, Portfolio Manager at Case Fonder
02:30 Work differences: Investment Banking vs. Asset Management
05:08 A Day in Madeleine’s Life as a Portfolio Manager
06:59 Understanding Bonds and Interest Rates
08:37 Credit Analysis and Bond Selection
12:01 Risk and Reward in Bond Investments
22:15 Market Outlook for Nordic Bonds and Investing Strategies
26:34 AI in Asset Management
27:22 Tips for Individual Bond Investors
28:38 Encouraging Women in Asset Management
Tune in for valuable insights and advice for investors considering bonds!
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Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.
