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ChampionsView

Fund know-how in moving pictures

ChampionsView

Video interviews with our fund partners

All important facts in a nutshell. In our ChampionsViews, selected fund partners talk to well known financial media about their investment concepts and current market assessments.

ChampionsView:

LGIM

Emerging market bonds are surprisingly resilient

Emerging market investors need steady nerves these days. The war in Ukraine has significantly increased uncertainty in some markets and increased volatility.
But there are reasons to be optimistic. John S. Gray, Emerging Market Portfolio Manager at Legal & General Investment Management (LGIM), explains where investors can find promising investment opportunities against the odds and why an absolute return approach to emerging market debt is beneficial.

ChampionsView:

Absalon Capital

Emerging market bonds deliver attractive returns

The Danish fund boutique Absalon Capital has a clear focus: corporate bonds. As a very active bond manager, the Absalon team around bond professional Klaus Blaabjerg relies on a benchmark-independent bottom-up approach for two very successful funds: ABSALON - Global High Yield (ISIN LU1138630139) and ABSALON - EM Corporate Debt (ISIN LU1138630725). In Universal Investment's ChampionsView series, fund manager Sune Jensen talks about the investment philosophy of Absalon Capital and why he believes in corporate bonds from emerging markets despite Trump and the strong US dollar and why these could increasingly decouple from government bonds.

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More topics

  • Partner News
    May 2022

    Investing beyond the mainstream

    Is it barely possible for investors to achieve attractive returns from bonds? This might often be the case for treasuries and bunds but not for bonds from emerging and frontier markets. 

    Authors: Henrick Paldynski, Aktia Asset Management Read More
  • News
    April 2022

    New European Real Estate Trainee Program

    Universal Investment has a new offer for graduates who would like to work as real estate professionals in the future: the "European Real Estate Trainee Program"! The programme, which was co-developed by young talents, builds on our proven trainee programme.

    Read More
  • Kevin Parker
    Partner News
    March 2022

    The next generation of asset managers

    Many asset managers analyse the fundamentals of the companies they plan to include in their investment portfolios. Fund manager Kevin Parker adopts a completely different approach at his New York City-based fund boutique Sustainable Insight Capital Management (SICM). Instead, SICM studies the analyses of more than 10,000 research analysts.
    Author: Read More