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Viewpoints by Claus Vorm, Ph.D. , Deputy Head of the Multi-Asset Team at Nordea Asset Management

Claus is deputy head of the multi-asset team at Nordea Investment Management. As part of his academic career, Claus worked as an associate professor at the Laboratory of Actuarial Mathematics at the University of Copenhagen, then joined McKinsey & Co. as a part of its financial institutions group before joining Nordea in 2004. Claus earned a master's degree and Ph.D.

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Trading places: favoring defensive equity when bond yields go too low

While defensive equity may strike some as an oxymoron, the phrase isn’t as absurd as it sounds in an age of government bonds that yield little—or less. Learn more.

Claus Vorm, Ph.D. , Deputy Head of the Multi-Asset Team Nordea Asset Management

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October 30, 2019

Claus Vorm, Ph.D. , Deputy Head of the Multi-Asset Team Nordea Asset Management

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John Hancock Investment Management LLC is the investment advisor for the closed-end funds.

A widespread health crisis, such as a global pandemic, could cause substantial market volatility, exchange-trading suspensions and closures, affect the ability to complete redemptions, and affect fund performance; for example, the novel coronavirus disease (COVID-19) has resulted in significant disruptions to global business activity. The impact of a health crisis and other epidemics and pandemics that may arise in the future could affect the global economy in ways that cannot necessarily be foreseen at the present time. A health crisis may exacerbate other preexisting political, social, and economic risks. Any such impact could adversely affect the fund’s performance, resulting in losses to your investment.

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If your state or your designated beneficiary’s state offers a 529 plan, you may want to consider what, if any, potential state income-tax or other state benefits it offers, such as financial aid, scholarship funds, and protection from creditors, before investing. State tax or other benefits should be one of many factors to be considered prior to making an investment decision. Please consult with your financial, tax, or other professional about how these state benefits, if any, may apply to your specific circumstances. You may also contact your state 529 plan or any other 529 education savings plan to learn more about their features. Please contact your financial professional or call 866-222-7498 to obtain a Plan Disclosure Document or prospectus for any of the underlying funds. The Plan Disclosure Document contains complete details on investment objectives, risks, fees, charges, and expenses, as well as more information about municipal fund securities and the underlying investment companies that should be considered before investing. Please read the Plan Disclosure Document carefully prior to investing.

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Viewpoints by Claus Vorm, Ph.D. , Deputy Head of the Multi-Asset Team at Nordea Asset Management

Trading places: favoring defensive equity when bond yields go too low

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