个人专业背景 - 拥有超过十年的财务管理经验 协助顶级公司制定财务战略并执行大规模融资 [1] - 为拉脱维亚建立房地产投资信托基金制度框架做出重大努力 旨在提升泛波罗的海资本市场的流动性 [1] - 参与政策层面工作 包括制定国家国有企业融资指南以及引导私人资本进入经济适用房库存的框架 [1] - 持有特许金融分析师资格和ESG投资证书 曾在芝加哥期货交易所实习 积极参与支持泛波罗的海资本市场发展的思想领导力活动 [1] 分析师持仓披露 - 分析师通过股票所有权、期权或其他衍生品对MSDL和KBDC持有实质性的多头头寸 [2]

In January 2024, I issued an article on the Alerian MLP ETF ( AMLP ), and it was a bullish one. Since then, AMLP has delivered about 18% in total returns, which is not bad, but not great either if we contextualize that with theRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan- ...

Lysaker, 28 October 2025 The suspension is lifted for the below funds, and the live trading on Nasdaq Copenhagen can resume. Regards Storebrand Asset Management AS Contacts: Henrik Budde Gantzel, Director, henrik.budde.gantzel@storebrand.no Frode Aasen, Product Manager, fdc@storebrand.com Fund name and share classSymbolISINSKAGEN Focus ASKIFOANO0010735129SKAGEN Global ASKIGLONO0008004009SKAGEN Kon-Tiki ASKIKONNO0010140502SKAGEN m2 ASKIM2NO0010657356SKAGEN Vekst ASKIVEKNO0008000445Storebrand Indeks – Alle M ...

Lysaker, 28 October 2025 The below funds are suspended from the live trading on Nasdaq Copenhagen due to technical issues which affect NAV calculations, and hence, challenges to provide intrinsic values for the funds. Regards Storebrand Asset Management AS Contacts: Henrik Budde Gantzel, Director, henrik.budde.gantzel@storebrand.no Frode Aasen, Product Manager, fdc@storebrand.com Fund name and share classSymbolISINSKAGEN Focus ASKIFOANO0010735129SKAGEN Global ASKIGLONO0008004009SKAGEN Kon-Tiki ASKIKONNO001 ...

Lysaker, 27 October 2025 This is a re-submission of the announcement posted at 14:46, with reference to the correct fund (SKAGEN Focus A) at the bottom of this text. With reference to Nasdaq Copenhagen's rules for issuers of UCITS units, we hereby notify that incorrect intrinsic values were reported on 24 October for SKAGEN Focus A as detailed below: SymbolFund namePrice dateTime Correct IV Reported IVDeviation (error)SKIFOASKAGEN Focus A24.10.2025P0905 156,70159,872,02 %SKIFOASKAGEN Focus A24.10.2025<td ...

In my previous article that I published on PIMCO Dynamic Income Fund (NYSE: PDI ), I laid out a very bullish thesis. Back in March, 2024, it just seemed that the moment to lock in PDI's attractive yield could not have been better, henceRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidit ...

The last time I covered Hercules Capital, Inc. (NYSE: HTGC ) was back in November, 2024, when I published an article , putting HTGC and Trinity Capital Inc. ( TRIN ) side by side to determineRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy ...

The last time I covered Hercules Capital, Inc. (NYSE: HTGC ) was back in November, 2024, when I published an article , putting HTGC and Trinity Capital Inc. ( TRIN ) side by side to determineRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT framework in Latvia to boost the liquidity of pan-Baltic capital markets. Other policy ...

For high-yield investors, who are not only focused on yield, but also on the durability of it, the places to invest are inherently scarce. While there are a lot of instruments out there that have, say, 10%+ yields or that are underpinned by really solid fundamentals, when itRoberts Berzins has over a decade of experience in the financial management helping top-tier corporates shape their financial strategies and execute large-scale financings. He has also made significant efforts to institutionalize REIT fr ...

ESG投资趋势 - 尽管围绕ESG投资的热潮已减弱 但ESG和可持续投资原则仍是投资顾问和投资者的优先事项 [1] - 多数受访者继续维持甚至增加了对ESG、影响力投资和DEI的关注度 [4] - 在政治环境对ESG不友好的背景下 许多顾问和专业投资者仍将ESG和可持续投资置于核心位置 [7] ESG相关ETF表现 - Invesco ESG Nasdaq 100 ETF (QQMG) 今年迄今上涨20.60% [2] - Invesco ESG Nasdaq Next Gen 100 ETF (QQJG) 今年迄今上涨16% [2] - 这些表现缓解了市场对ESG投资可能牺牲回报的担忧 [3] ESG投资采纳现状 - PitchBook调查显示 72%的受访者目前将ESG因素纳入投资评估和管理流程 [6] - 在曾参与ESG的受访者中 87%在过去一年维持或增加了对ESG的关注度 [8] - 今年有更大比例的受访者成为ESG和影响力投资的积极实践者 [6] ESG投资长期前景 - ESG投资方法仍拥有大量支持者 并在资产配置者中持续获得关注 [5] - 过去一年的经济地缘政治事件并未使多数投资者放弃其可持续投资策略 [8] - ESG相关信息传递方式正在演变 这可能对QQMG和QQJG等ETF构成长期利好 [3][5]