Fund know-how in moving pictures


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.



Aktia’s approach to sustainable corporate bonds

Economic turmoil is nothing new these days. Experience in dealing with it is therefore extremely valuable. For Aktia Portfolio Manager Jonne Sandström there are only two options: either consider a change of direction and act quickly or hold the position that still convinces you but reassess your investment thesis in the new context.

Sustainable corporate bonds do not have it easy in the current situation. Their yield discount compared to conventional corporate bonds is currently at a very low level. Nevertheless, Aktia is holding on to them - to be included in the strategy, each individual investment needs to have positive impact. During the analysis and evaluation process, both the bonds and the companies behind them are carefully analysed within the four categories of society, health, knowlege and environment. To achieve this, Aktia's portfolio management team works closely with its own ESG team and external providers. In the ChampionsView with Citywire Germany, Jonne Sandström explains this selection process in greater detail.

Watch the entire ChampionsViews here, on citywire.com.


Mandatum Asset Management

Secured loans as an important component for credit portfolios

Due to the current rise in interest rates, senior secured loans are attractive in the fixed income space. It's a good time to invest in senior secured loans, says Alexander Gallotti, Head of Finance and fund manager at Mandatum Asset Management.

Target aims: Minimize default rates, maximize repayment rates and at the same time keep an eye on sustainability aspects. In the interview our Finnish fund partner Mandatum explains how they achieve this.

Watch the entire ChampionsViews here, on citywire.com.


Cape Capital

ChampionsView Cape Capital

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 their fund in this interview.

Watch the entire ChampionsViews here, on citywire.com.


Absalon Capital

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 Absalons fund is all about.

Watch the entire ChampionsViews here, on citywire.com.



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.

Watch the entire ChampionsViews here, on citywire.com.

Further topics

  • Alternative Investments
    August 2023

    Private Equity: An (Asset) Class of Its Own

    Due to the current interest rate environment institutional investors have the opportunity to invest profitably in interest-bearing products again. This marks a new chapter for private equity. Many investors had been drawn to it over the last few years as a way to generate returns in low-interest environment. Over the past few years, many investors have sought out this asset class primarily to benefit from higher and stable returns in the low interest rate environment. So now, when one of the key fundamentals of the private equity boom changes, the question is how investors will react and what factors will gain increased importance when it comes to selecting providers and their respective products.
    Read More
  • Press Release
    03. August 2023

    Montrusco Bolton expands European presence in partnership with Universal Investment 

    Canadian asset management firm Montrusco Bolton expands its presence in Europe and internationally with a new fund for US Equities. The fund has been launched in collaboration with Universal Investment Group, one of the leading Super ManCos and fund administrators in Europe. 

    Read More
  • Katja Mueller
    July 2023

    “Our clients are well-positioned on their journey into the future with us. “

    Chief Customer Officer Katja Mueller shares her insights in this spotlight interview about the possible future direction of the fund industry as a whole and explains why she is confident in the success of industry specialists.
    Authors: Katja Mueller, Universal Investment Read More