Sweden’s Alecta reviews investment strategy

Alecta’s new chief investment officer Hans Sterte talks about the pros of having a liquid portfolio with a lot of dry powder in the current environment, while recognising the need for more inflation protection.

Taking charge of a portfolio that solely consists of equites, fixed income and real estate should presumably be a cause for concern for Hans Sterte, who over the years has been a stark proponent of diversification and real assets. This spring, he started his
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