Head of Global High Yield, Azhar Hussain and Fund Manager, Stephen Tapley present a webinar update following the 5 year anniversary of RLAM's Short Duration Global High Yield Bond Fund. During the webinar the managers will reflect on the journey of the Fund since launch, before providing their outlook for the coming months.
Can you integrate ESG factors into traditional credit analysis? And why bother? Some seem to reject this out of hand, while others talk a good story, but struggle to do this in reality. In this session, ESG specialist Gail Counihan and credit analyst Matt Franklin will explain how this can be done in a way that positively embraces the nuances of corporate bonds, taking you through real-life examples of how RLAM has integrated ESG factors into credit analysis, leading to greater long-term insight, better investment decisions and helping to deliver sustainable outperformance.
When yields are low, investors naturally look beyond traditional investment grade bonds, attracted by the higher yields but with healthy scepticism about market valuations and the increased risk of moving along the credit spectrum. In this session, RLAM Head of High Yield Azhar Hussain looks at navigating the world beyond investment grade, and how investors can maintain income while managing these risks effectively. Whatever your view on the direction of yields and credit market valuations, Azhar will highlight areas of the credit world that investors can use to create resilient portfolios that look beyond market-level concerns.
Investment opportunities for sustainable investors have never been greater, while interest in sustainable investment solutions has never been higher. In this presentation we show why the rising demand for sustainable products crosses almost all industries, and why the asset management industry is next. We also highlight a number of key investment opportunities, where capital can be used for both social good and financial gain.
Ashley Hamilton-Claxton, RLAM’s Head of Responsible Investing looks at how interest in environmental, social and governance factors is growing rapidly. This is an area where RLAM has been active for some time. Ashley addresses the importance of corporate governance, what we can learn from corporate scandals and how RLAM engages with companies and adds insight to the investment process.
Peter Rutter, Head of RLAM’s global equity team, will explain how the ESG analysis integrated into the team’s investment process supports and enhances investment decision making. Peter will also highlight some differentiated insights from looking at ESG issues through the team’s corporate Life Cycle framework. Finally, he will outline how clients can pursue global equity solutions to meet specific ESG needs – for example constructing a low carbon global equity portfolio.
UK equities remain the bedrock investment of many client portfolios. In this session, UK equity managers Henry Lowson and Craig Yeaman will outline how attractive companies can still be found despite markets and commentators often being fixated on noise around an apparently lacklustre UK economy. They will discuss how companies that display certain characteristics can be combined into high conviction portfolios with high active share to deliver attractive risk adjusted returns.
For the past decade, near-zero rates have meant that cash returns have been a function of duration – simply taking extending maturity to increase returns. But as rates start to increase, the trade-off becomes more complex. Craig Inches and Tony Cole will look at the evolving landscape for cash funds, with a focus on how to protect capital when interest rates may be going up and why credit research is an integral part of cash management.
With the equity bull market in its tenth year, investors looking to draw income from their portfolio may be tempted to move away from stocks and seek yield in more exotic parts of the fixed income universe that could expose them to unexpected credit risks when the business cycle turns downwards. Trevor Greetham, Head of Multi Asset at RLAM, will explain how a multi asset portfolio can be used to generate a sustainable income while making use of tactical asset allocation and volatility management to manage downside risk.
After nine years of positive returns from corporate bonds, is credit still a winner? In this session, RLAM Credit Fund Managers Paola Binns and Eric Holt will look at credit from a historic perspective, but also break down current valuation levels to identify the opportunities and risks for investors. After the slow growth / low rates and inflation world of the last decade, will the going get tougher for corporate bond investors? Paola and Eric will discuss their portfolio management strategies which aim to address the likely hurdles ahead and mitigate the effects of potential interest rate rises.