In this podcast [duration: 40 min], Insightview has interviewed Torbjörn Hamnmark, Head of Strategic Asset Allocation at the Third Swedish National Pension Fund, AP3. Insightview asks Torbjörn how AP3 has, or will, adapt to what looks like several paradigm shifts in the global economy and financial market. We talk about the fact that inflation expectations are, once again, out of the bottle. Insightview asks Torbjörn whether inflation is "transitory for longer" or whether this is a paradigm shift towards "inflation for much longer".
From this perspective, Insightview asks Torbjörn how this will impact AP3's investment strategy? In this context, we also discuss the distribution of investment capital to different asset classes, duration within the portfolio, geographical allocation, liquid versus illiquid assets and growth versus value.
At the end of the interview, Insightview asks Torbjörn whether a pension fund's asset allocation should consider an "upcoming recession" after an unprecedented asset price bubble?
Torbjörn has a keen interest in geopolitics, underlying trends in society, and sustainability. Therefore, he also allocates time to manage money for WWF and the environmental research foundation Mistra. Torbjörn has a degree in Financial Economics and International Business from the Stockholm School of Economics and an MBA in Innovation and change management.
