Sampension CIO bets on RA, VC to hedge inflation era
Henrik Olejasz Larsen, the chief investment officer at €47B Sampension is rebuilding the portfolio for a world where falling rates are no longer a given. 00:12 – Navigating a New Investment Landscape 04:23 - Strategic Asset Allocation and Risk Management 08:23 - Real Estate Strategies in a Changing Market 11:56 - Energy Exposure and Inflation Hedging 16:12 - Regulatory Constraints and Venture Capital Investments 20:22 - Future Outlook and Potential Risks #MarketsGroupPodcast
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