Martin Cholwill is a highly experienced investor whose career spans 30 years, including managing income funds for the past 17 years. He will talk about the importance of cashflow as a key driver of dividend growth, the need to diversify income in order to deliver consistent performance in a variety of market conditions and how a focus on stock selection enables him to identify opportunities beyond those more traditional areas favoured by many income investors
RecordedNov 12 201443 mins
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Head of Derivatives, Darren Bustin and Head of Government Bonds, Paul Rayner provide an update on RLAM's Absolute Return Government Bond strategy as well as an outlook for the government bond market generally.
Shalin and Matt explain why being disciplined is key in the current market environment. Anomalous technical factors appear likely to stay, with the RL Corporate Bond Fund keen to take advantage of the current drive towards convenience driven credit investment. As global bond strategies become increasingly favoured, Shalin and Matt demonstrate how going global for the wrong reasons can be detrimental. Instead they demonstrate how a targeted investment in Euro or USD bonds can be used to enhance returns.
Trevor Greetham, Jonathan Platt and Richard Marwood
We will review the potential impact of the General Election result on the UK economy and various areas of the market. Head of Fixed Income, Jonathan Platt, Head of Multi Asset, Trevor Greetham and UK Equity Fund Manager Richard Marwood will discuss the result and immediate reactions to it.
Head of Sustainable Investments, Mike Fox asks will the election of President Trump undo the progress made moving the global economy to one that is developed on sustainable basis? As a known sceptic of environmental issues, corporate governance and a known supporter of oil and the ‘art of a deal’ what does this mean for those investors who which to invest sustainably?