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Mandatum Asset Management
Senior Secured Loans – an attractive asset class
Senior secured loans, which are floating-rate loans to corporates, offer an attractive risk-return profile in the current market environment. Amid rising interest rates, the asset class is increasingly catching the attention of institutional investors.
Ilkka Lampio, portfolio manager at Mandatum Asset Management discuss in this ChampionsCall the appeal of this asset class, including their typically strong downside protection against interest rate hikes. He also present the UI – Mandatum AM Senior Secured Loan Fund (ISIN: LU2459065012) which invests in European and Nordic loans according to strict ESG criteria and is classified as an Article 9 fund under SFDR.
Bright outlook for a new impact fund on the fixed-income side
ESG continues to be a leading topic of increasing relevance. Jonne Sandström, Portfolio Manager at Aktia, presents the new UI-Aktia Sustainable Corporate Bond Fund (ISIN: LU2459309501), which invests in sustainable corporate bonds under its SFDR Article 9 classification. This unique impact fund focuses on bonds that finance sustainable projects which aim to make a positive ESG contribution.
In this ChampionsCall, Jonne Sandström also discusses both past and future trends in green bonds.
Navigating style impact through shifting environments
With rapid shifts in market forecasts, equity investment styles have produced exceptional impacts on excess return. In this ChampionsCall Jean David Meloche, Head of Global Equities and Robert Hiscock, Assistant Portfolio Manager, EAFE Equities, both Montrusco Bolton, will explain how alpha generation in the top decile has been maintained through COVID-fueled drops and rebounds in reflationary environments.
As portfolio manager of the UI I Montrusco Bolton Global Equity Fund I A, they will demonstrate how the team have successfully navigated these changes through the benefits of a high active share, a process that captures a strong selection effect and a proactive risk management framework.