As we approach five years since the drafting of the Paris Agreement on Climate Change, we examine the climate landscape, and discuss:
• Trends in emissions and policy - what 2020 has meant for climate, the ramifications of COVID and the delay to COP26 discussions, and what China’s announcement of its commitment to net zero emissions by 2060 means
• The investment industry’s response to climate change in this unprecedented year
• Climate risk mitigation and integration across RLAM’s investment strategies
This live webinar will be hosted by John Burke, Head of Institutional with RLAM's climate expert Carlota Garcia-Manas, Senior Responsible Investment Analyst.
Sustainable investing against the backdrop of Covid-19 and its potential impact over the next decade, addressing key sustainable themes and how they’ve fared during the pandemic, and looking at the pros and cons of a global approach to sustainable investing and how best to overcome obstacles. The session will be hosted by Kate Parker, Institutional Client Solutions Director, with RLAM's Head of Sustainable Investments, Mike Fox, and George Crowdy, Sustainable Fund Manager.
Kate Parker, Institutional Client Solutions Director
Treasurers face unique investment challenges. In this session, Kate Parker focuses on how to implement cash investment strategies when rates are so low, as well as how sustainable investing can fit with longer term investment horizons.
Andrew Epsom, RLAM’s insurance investment specialist, looks at how the economic and regulatory environment (particularly ESG integration) for fixed income investing is changing, and provides practical examples of how insurers could change their fixed income approach to be better positioned going forwards.
Craig Inches explains what is happening in the UK gilt market as it absorbs record government issuance and where buying is dominated by the Bank of England, and how this is an environment for more active approaches.
Stephen Tapley gives an overview of the availability and sources of liquidity within the High Yield market during the recent market correction, and outlines that substantial parts of the market performed admirably.
Paola Binns looks at sterling credit, how the Bank of England has added inefficiency to a market that already offered active investors exploitable opportunities, and the prospects for defaults and income over the next decade.
Paul Rayner looks at the myths and reality of the death of inflation, with a focus on what Covid could do to inflation and why inflation markets may be wrong in writing off the risk of any inflation increase.
Mike Fox looks at sustainable investing at RLAM, what’s changed, and what’s next. In this session we will look at how sustainable investing was impacted by the coronavirus and what impact this could have over the next decade.
Matt Burgess, Head of Passive and Quantitative Equities
Matt Burgess looks at the future of equity investment. Equities have always been a part of holistic investment solutions. But client needs and demands are more diverse. In this session we look at some of the ways that investors can get what they want from equity exposure.