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.
