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ChampionsCall

Our fund partners in live webinars

ChampionsCall

Exciting investment concepts briefly introduced

In our entertaining ChampionsCalls, our fund partners talk about their fund concepts and their current market assessments. Ask your own questions or listen to the interesting exchange between the fund managers and our moderators.

You are also welcome to take a look at the recorings of the last webinars.
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ChampionsCall:

Aktia

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.

ChampionsCall:

Montrusco Bolton

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.

ChampionsCall:

LGIM

Emerging markets debt: navigating the storm

Emerging market bonds have reacted sensitively to recent geopolitical events such as the war in Ukraine, both local and hard currency. The freezing of foreign assets and the country’s exclusion from international capital markets may have pushed Russia to the brink of insolvency. In addition, global inflation is climbing and a number of central banks are already tightening their monetary policy. In this ChampionsCall, John S. Gray, Portfolio Manager of the UI I - LGIM EM Absolute Return Bond Fund, discusses the extent to which these developments have already been priced into the risk premiums of emerging market bonds as well as the sectors in which buying opportunities can still be found and why it is crucial to be flexible in this tense environment.

ChampionsCall:

Absalon Capital

Why underweighting the US high yield market could be a good idea

In order to outperform in the global high yield markets, investors must be prepared to rethink their approach. Absalon Capital has been managing credit funds since 2006, with a focus on the size of the opportunity rather than their index weighting. In this UI-ChampionsCall , Klaus Blaabjerg, Chief Portfolio Manager of the Danish credit specialist, explains Absalon’s recent move to significantly reduce its US exposure.

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More topics

  • Press Release
    30. September 2022

    Tenth annual real estate survey: Institutionals’ portfolios becoming more diverse and more international 

    According to the annual Universal Investment real estate survey , which has now been conducted for the tenth time, German institutional portfolios are increasingly being diversified in terms of their usage types and geographical target markets. While the domestic market in Germany and the other countries of Europe continue to account for the bulk of the invested assets, over the course of the past decade North America and Asia have increasingly gained in significance. 

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  • Press Release
    27. September 2022

    UI Enlyte und Bankhaus Scheich

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  • Press Release
    08. September 2022

    Universal Investment secures significant investment from CPP Investments and continues partnership with Montagu

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