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RLAM Institutional

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  • Cash solutions update
    Cash solutions update
    Tony Cole and Richard Nelson Recorded: Mar 26 2019 32 mins
    Senior Fund Managers, Tony Cole and Richard Nelson, will discuss their views on rates over the last six months and their thoughts on credit market supply. They will also share their expectations going forward as Brexit approaches and provide listeners with an update on our cash solutions offering.
  • Multi asset credit update: collateralized loan obligations (CLO)
    Multi asset credit update: collateralized loan obligations (CLO)
    Sebastien Poulin Recorded: Feb 21 2019 10 mins
    Senior Credit Analyst, Sebastien Poulin, provides an overview of collateralized loan obligations (CLO). He explores the lifecycle of a CLO and how they fit as a part of our Multi Asset Credit Fund strategy.
  • 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.
  • 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.
  • 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.
  • 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.
  • Multi asset credit update
    Multi asset credit update
    Khuram Sharih Recorded: Nov 19 2018 17 mins
    Fund Manager, Khuram Sharih shares our latest update on multi asset credit. During the webinar Khuram will update on this area of the market before turning to the current positioning of the Royal London Multi Asset Credit Fund.
  • 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.
  • Leveraged Loan update for the RL Multi Asset Credit Fund
    Leveraged Loan update for the RL Multi Asset Credit Fund
    Sebastien Poulin Recorded: Oct 15 2018 13 mins
    Sebastien Poulin, Senior Analyst for the High Yield and Multi Asset Credit team at Royal London Asset Management explains the main characteristics of the leveraged loan market; an update on recent performance in the leveraged loan market and the importance of credit selection in today’s credit environment. This leveraged loan webinar is in relation to the Royal London Multi Asset Credit Fund that was launched in July 2017.

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