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Welcome to Pareto Asset Management

Large-denomination ballots

Political elections and the stock market have a lot to do with each other. For instance, you can construct an opinion poll beta.

Read Finn Øystein Berghs latest edition of our finance blog, The optimal Pareto.

Weep not for the exchange rate

Out of curiosity, I asked ChatGPT to pinpoint the most unexpected turn of events in the financial markets in April. In fixed income, it pointed to the sharp rise in long-term bond yields, particularly in the U.S. Treasury market. I’m not sure if it was truly unexpected, but it was indeed sharp: The 10-year yield rose by 48 basis points, while the 2-year yield almost followed suit, at 41 basis points.

Read Finn Øystein Berghs commentary and find our latest monthly reports.

The financial markets and the economy in 2023

– In 2023, all eyes were on monetary policy. It turned out to be a wonderful illustration of short-term noise.

Read about last years' interest-rate obsession in Chief Economist & Strategist Finn Øystein Bergh's annual report on the financial markets and the economy in 2023.

“You can’t improve what you don’t measure.”

In our line of business, we have been busy adapting to new sustainability legislation, such as the EU Taxonomy and the Sustainable Finance Disclosure Regulation (SFDR). You may have seen a line or two about that in these responsible investment reports.

 Henceforth, however, the burden of reporting will fall on our portfolio companies. There is a wealth of new legislation soon to enter into force, requiring substantially more reporting efforts. Learn more in our latest report on responsible investing, no. 2-2023.