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Royal London Asset Management

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  • Monthly global equities outlook
    Monthly global equities outlook
    Peter Rutter Recorded: Jan 25 2019 4 mins
    With growth stocks outperforming value stocks for the majority of the last decade, Peter Rutter takes a look at the reasons behind this continuing trend. While these specific dynamics don’t seem to be shifting, there are other significant changes the team have identified in equity markets. Peter notes that the team’s valuation discipline and investment process is continuing to help them identify interesting opportunities.
  • UK Equity Income Quarterly Review
    UK Equity Income Quarterly Review
    Richard Marwood Recorded: Jan 25 2019 4 mins
    Richard Marwood, Senior Fund Manager, reflects on 2018 in terms of our UK Equity Income Fund. He shares why he believes a contrarian approach can prove beneficial in times of market weakness, but reiterates the importance of investing in companies with good balance sheets and cashflows, a process that remains core to the team’s selection method in current volatile times.
  • Monthly global equities outlook
    Monthly global equities outlook
    Will Kenney Recorded: Dec 21 2018 3 mins
    Will Kenney, Senior Fund Manager, presents our latest global equity monthly update, discussing recent volatility in the market and the catalysts for this. He describes how the factors at the core of their investment process are helping the team to identify opportunities amidst this current period of volatility and the higher discount rates associated with it.
  • 2019: The business cycle rumbles on, but risks are rising
    2019: The business cycle rumbles on, but risks are rising
    Trevor Greetham, Head of Multi Asset, Royal London Asset Management Recorded: Dec 12 2018 31 mins
    The US has seen one of its longest business expansions in history. RLAM’s Head of Multi Asset, Trevor Greetham, will explain why he thinks the cycle has a way to go yet, underpinning a positive view on stocks relative to bonds. However, with spare capacity scarce and inflation pressures building, investors should use the next 6 months to think carefully about how their portfolios are likely to weather the next recession. An active tactical approach is a must.
  • Fixed income outlook 2019
    Fixed income outlook 2019
    Ewan McAlpine, Jonathan Platt, Craig Inches and Azhar Hussain Recorded: Dec 12 2018 19 mins
    Ewan McAlpine, Senior Client Portfolio Manager is joined by Head of Fixed Income, Jonathan Platt, Head of Rates and Cash, Craig Inches and Head of Global High Yield, Azhar Hussain to discuss their views on fixed income markets as we look ahead to 2019.
  • UK Equity Income update and outlook for 2019 from Martin Cholwill
    UK Equity Income update and outlook for 2019 from Martin Cholwill
    Martin Cholwill Recorded: Dec 6 2018 18 mins
    Martin Cholwill, Senior Fund Manager and manager of Royal London Asset Management's UK Equity Income Fund provides an update on what has been a tough year for UK equity markets. He shares with listeners a summary of his positioning and recent activity, before moving on to offer his outlook for the year to come.
  • UK Dividend Growth update
    UK Dividend Growth update
    Richard Marwood Recorded: Dec 5 2018 19 mins
    Senior fund manager, Richard Marwood presents a review on markets before moving on to an update of our UK Dividend Growth Fund, sharing his investment process and current fund positioning.
  • Monthly global equities outlook
    Monthly global equities outlook
    Will Kenney Recorded: Nov 29 2018 3 mins
    Will Kenney, Senior Fund Manager, presents our latest global equity monthly update, discussing recent volatility in the market and the catalysts for this. He describes how the factors at the core of their investment process are helping the team to identify opportunities amidst this current period of volatility and the higher discount rates associated with it.
  • Global equities update
    Global equities update
    Peter Rutter Recorded: Nov 21 2018 33 mins
    Peter Rutter, Head of Equities will be focusing on the factors that influence how RLAM’s Global Equity funds perform and how these fit with clients’ wider portfolios. In previous webinars Peter has introduced the differentiated and proven investment process employed by the RLAM Global Equity fund managers. This process leads to differentiated portfolios with performance driven by stock selection and some clear and consistent style and factor characteristics. In particular the funds have tended to perform best when valuation factors are outperforming and there is a risk-off environment in equities. Peter will explain why this is consistent with the investment process and consequently how the portfolios might fit a strong complement to managers with more global growth and larger cap exposures in global equities.
  • UK equity income update
    UK equity income update
    Richard Marwood Recorded: Nov 1 2018 26 mins
    Richard Marwood, Senior Fund Manager, will present our latest webinar on UK equity income with an update on the market, the key features of the fund and how it is currently positioned.

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