Fund Manager, Shalin Shah and Head of Credit Research, Martin Foden consider some of the factors distorting allocation within the credit universe and the opportunities they create for investors. They offer an insight into their actively managed, low turnover approach to managing credit portfolios.
RecordedSep 27 201631 mins
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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?