Norway

Run by Michael Weidner and Daniel Herdt

Eurozone inflation eased back to a rate of just 1.1% in February. As in the US, there is some indication of a modest pick-up in wage growth, and this has in the past been closely associated with the rate of inflation in the service sector.

Tomas Johansson named manager

New CEO joins from Norway's Government Pension Fund

Ugo Lancioni, head of global currency at Neuberger Berman, takes a closer look at some of the consensus currency positions of last year, and asks if they are still compelling.

What we can learn from this South African boutique

Central banks may resort to 'helicopter drop' measures to stave off the threat of deflation, according to Investec's Alastair Mundy.

CONTRARIAN INVESTOR

ARE THE NORDICS A SAFE HAVEN?