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!

NEW TO THE SHOW?

• The Investing and Other Stories Podcast is brought to you by ⁠⁠⁠Finance Latte.⁠⁠⁠

• Follow our social media accounts: ⁠LinkedIn⁠, ⁠Instagram⁠, and ⁠YouTube⁠.     
• Download our free ⁠guide⁠ with the 7 Steps to Create Your Unique Investment Strategy

🔔 Don't forget to subscribe and rate our podcast! It only takes 30 seconds to help us out so that we can bring better guests and more valuable content!

🌟 A big thank you to our episode's sponsor ⁠⁠⁠Finchat.io⁠⁠⁠, your go-to-place for stock analytics, KPIs and AI tools.

Not Financial Advice. You must conduct your own due diligence and speak to a financial advisor before investing.