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Royal London Asset Management

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  • 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. He explores why asset reinvestment in aggregate has been weaker in listed equities since the global financial crisis. This shortage of internal investment opportunities for companies has led to less capital reinvestment and increasing share buy backs and acquisitions. He explains how the RLAM equity team approach, based on lifecycle insights, helps to identify corporate wealth creation which is the dominant factor in long term shareholder returns.
  • 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.
  • Finding the right target – using ESG in credit investing
    Finding the right target – using ESG in credit investing
    Ashley Hamilton Claxton, Head of Responsible Investment & Martin Foden, Head of Credit Research Recorded: Oct 31 2018 45 mins
    There’s a temptation to think that both equity and credit investors should look at ESG in the same way. This approach can lead to a quicker roll-out, as existing, more established equity process can just be used for credit analysis.

    In this session, RLAM's Ashley Claxton and Martin Foden will explain why they think that the scope and application of ESG factors is quite different: from the different make-up of bond indices, to the subtleties of bond structure, a differentiated approach has to be taken. The only similarity? That if ESG is seen as an ‘extra’ part of your security analysis, you’re probably not doing it right.




    Ashley Hamilton Claxton is responsible for coordinating and overseeing RLAM’s approach to responsible investing across all of our asset classes. She has management responsibility for our company engagement, corporate governance analysis, and proxy voting. Ashley is RLAM’s subject matter expert and spokesperson on responsible investing and corporate governance.

    Martin Foden joined RLAM at the start of 1998. He initially joined RLAM's UK Equity Team, with responsibility for analysing the transport, business services and construction sectors, as well as managing balanced pension funds. This experience greatly enhanced RLAM’s credit research capabilities when he joined the Fixed Income Team at the beginning of 2003. Since moving to the Fixed Income Team, he has been instrumental in developing RLAM’s analytical process through the advancement of the team’s cashflow forecasting and evaluation of issuer structures.
  • Monthly global equities outlook
    Monthly global equities outlook
    Will Kenney Recorded: Oct 12 2018 3 mins
    Will Kenney, Senior Fund Manager, presents our latest global equity monthly update. He explores why asset reinvestment in aggregate has been weaker in listed equities since the global financial crisis. This shortage of internal investment opportunities for companies has led to less capital reinvestment and increasing share buy backs and acquisitions. He explains how the RLAM equity team approach, based on lifecycle insights, helps to identify corporate wealth creation which is the dominant factor in long term shareholder returns.
  • UK Equity Income Quarterly Review
    UK Equity Income Quarterly Review
    Richard Marwood Video Recorded: Oct 11 2018 4 mins
    Richard Marwood, Senior Fund Manager, presents our latest UK equity income update. He explores why equity markets have retreated and the impact of rising interest rates in the US and UK. He explains why it is important to have a range of well diversified strong companies in your portfolio with a good business model in this environment.

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