Dec 3, 2019
In this episode I had the opportunity to talk to Jonas Thulin, the head of asset management at Erik Penser Bank. Jonas is an economist by training and joined Penser in 2017.
At Erik Penser, Jonas is responsible for the management of the bank’s discretionary mandates which consists of a number of tailor made portfolios. He also runs a couple of funds that are based on the same allocation strategies as within the tailored mandates.
Jonas says he runs a very active strategy where the bank’s so-called house view is challenged more or less every day. Unlike many of his industry peers, he is very vocal about his market view, which currently suggests that there is more room to run for equities, despite the long bull run that has been driving prices higher for the last ten years.