Fund know-how in moving pictures
Video interviews with our fund partners
Are IG bonds the new investment darlings?
The bond sector has faced some challenges in recent months, but one segment of fixed income looks relatively attractive: investment grade corporate bonds. Portfolio Manager and Head of Fixed Income Michael Lienhard, Cape Capital, takes a general look at IG corporate bonds and in particular at the UI - Cape Credit fund in this interview.
Signs point to high yield
Due to the rising inflation and the increasing strong measures of the central bank the bond sector has not had an easy time in recent months. But one segment is showing attractive valuations: high yield. Klaus Blaabjerg, Head of Credit and Chief Portfolio Manager at Absalon Capital, explains why it is a good time to invest in high yield now and what the Absalon Global High Yield fund is all about.
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.