Di Risk & Return 2026

Felicia Åkerman, reporter at Dagens industri

Long-term success requires adaptability. How does AP1 approach economic volatility? What strategies support sustainable growth in uncertain times?

As markets evolve, how focus on balancing sustainability with stable returns? How integrate ESG and manage risks in a fluctuating global economy?

In a time of rapid market shifts and increased uncertainty, the value of active asset management is up for debate. How does AP3 approach risk and opportunity in today’s markets? What roles do neuroeconomics and AI play in their work to systematically manage market risks and identify opportunities? And, ultimately, are markets truly predictable across different time horizons?

With economic instability and sustainability pressures on the rise, what strategies are essential for long-term resilience? How are leading institutions balancing growth, risk, and ESG commitments to secure sustainable returns?

What have we learned? What is our strategy? And how do we see the future of green bonds?

An analysis of the ESG backlash spreading from the US market and its implications for global investors. How can investors navigate this changing landscape while maintaining their commitment to sustainability?

How AP7 is evolving its investment approach to address geopolitical risks while maintaining strong ESG integration. What can we learn from their recent strategic shifts, including divestment from China?

How are investors navigating the evolving landscape of ESG reporting and nature-related risks? What strategies are proving most effective in integrating sustainability into investment decisions?

Representative from Storebrand

Strategies for balancing opportunities and risks in private equity and alternative assets. Discussion on how to adapt to the evolving landscape.

Discussing alternative strategies focusing on Emerging Markets performing private credit as a diversification tool from LPs. The EM private credit is a relatively new asset class with little current competition where investors can achieve substantially higher returns when compared with DM direct lending strategies while focusing on lower leverage corporates.

How are investors approaching the challenges and opportunities in private markets? What strategies are emerging to manage risk in alternative investments?

Interest rate cuts, geopolitical shifts, and rapid advances in areas like AI and cybersecurity are driving new investment themes. In this session, we will discuss the thematic landscape, key trends shaping the market, and how adapting to an evolving macro environment can enhance long-term growth opportunities.

What are the key factors in successfully implementing AI in investment strategies? How are leading institutions balancing technological innovation with traditional investment wisdom? In what ways do institution find ways to invest in AI? What do they look for, what do they avoid and what are theyre take on the way forward?

How can institutional investors effectively balance risk and opportunity in emerging markets? What role does sustainability play in shaping long-term investment strategies in these regions?

Perspective on current trends and their impact on investment strategies. What approaches are essential for ensuring long-term success?

How are leading institutions leveraging current trends to drive innovation? What approaches are proving most effective in adapting to market changes?