Di Risk & Return 2026

Timothy Ash
Emerging Market Senior Sovereign Strategist
BlueBay Asset Management

The New Geopolitical & Macroeconomic Reality
Strategic Asset Allocation in an Era of Divergence

Pål Bergström
CEO
AP7

Strategic Asset Allocation in an Era of Divergence

Jakob Carlsson
CEO
Länsförsäkringar Liv

Investments and Operations In the New Digital Age of AI: Next Generation of Investment Management

Fredrik Ehn
CIO
SPP

Capturing AI Value – From Infrastructure to Application
Future-Proofing Pension Portfolios: SPP’s Approach to Sustainable and Adaptive Investing

Johan Florén
Head of ESG and Communication
AP7

Measuring the Unmeasurable: ESG, Data and Decision-Making

Staffan Hansén
CEO
AP3

Navigating Uncertainty: AP3’s Approach to Strategic Flexibility and Long-Term Value

Gunnar Harrius
Reporter
Dagens industri

The Moderator's Opening Remarks
Moderator introduces the next session
Moderator’s Closing Remarks

Patrik Jakobson
Managing Director, Investment Specialist
J.P. Morgan Asset Management Multi-Asset Solutions team

Strategic choices for institutional investors: Active management, cycles, and the path forward

Anna Jönsson
Head of Institutional Clients and Distribution
Storebrand Asset Management Sweden

Strategic Asset Allocation in an Era of Divergence

Caroline Karlander
Executive Director, Investment Specialist
J.P. Morgan Asset Management

Capturing AI Value – From Infrastructure to Application

Cecilia Kellner
CIO
Länsförsäkringar Liv

Capturing AI Value – From Infrastructure to Application

Elvira Kuramshina
Associate Director, Quantitative Research
WisdomTree

From AI to Quantum Computing and back – and how to Power it
Capturing AI Value – From Infrastructure to Application

Michael Lewis
Head of Research ESG
DWS

Climate Investing Unlocked: How Data, Portfolio Construction and Performance Drive Opportunity
Measuring the Unmeasurable: ESG, Data and Decision-Making

Kristin Magnusson Bernard
Former CEO
AP1

How does the current macroeconomic and market situation impact portfolio construction and asset allocation?

Katarina Romberg
CIO
AMF

Private Equity and the Swedish Model: AMF’s Approach to Long-Term Value and Industrial Renewal
The Next Decade of Institutional Investing: Scale, Accountability and Purpose

Jan Erik Saugestad
CEO
Storebrand Asset Management

Resilience and Diversification in Portfolio Strategy: How Geopolitical Risks Are Reshaping Institutional Investment

Linda Sundberg
Head of Sustainable Investments
Svenska kyrkan

Measuring the Unmeasurable: ESG, Data and Decision-Making

Marcus Svedberg
Chief Economist
Folksam

From Brown to Green: Folksam’s Transition Strategy
The Next Decade of Institutional Investing: Scale, Accountability and Purpose

Jonas Thulin
CIO
AP3

The Next Decade of Institutional Investing: Scale, Accountability and Purpose

Johan Wiktorin
Partner
INTIL Group AB

Steering Through a Fragmented World