Jonathan Platt, Head of Fixed Income and Martin Foden, Head of Credit Research reflect on the economic impacts of Covid-19 and the resulting monetary and fiscal policy responses. They also examine government yields and credit spreads as well as sterling credit research and ABS, before turning their thoughts to their outlook for credit investing.
Growth stocks have seen significant outperformance over value stocks in recent times, with an unprecedented divergence not seen on records going back over the last 46 years. Peter Rutter, Head of Equities, shares his thinking in his latest video.
With fears of a second surge in infections rising, Trevor Greetham, Head of Multi Asset, outlines his strategy in the light of the Coronavirus crisis. He sees two way risk in the short term but explains why his long term outlook is positive.
Following ‘the fastest, largest, most unprecedented intervention in financial markets ever’ due to the Coronavirus crisis, Mike Fox, Head of Sustainable Investments, reflects on the last quarter in his latest video update.
Mike Fox, Head of Sustainable Investments and George Crowdy, Fund Manager, discuss the impact Covid-19 is having on attitudes towards sustainable investing and review how they are managing RLAM's sustainable fund range through this crisis.
Paola Binns, Senior Fund Manager, considers the recent bounce in corporate bonds through the coronavirus crisis. With examples to demonstrate the market reaction, insight in to how central banks have responded, and analysis of the impact the crisis has had on performance within the investment grade credit market.
Paola reflects on the last three months and shares her thinking on the valuations cycle and where performance might go from here.
Ashley Hamilton Claxton, RLAM and Jess Foulds, Investment Association
Jess Foulds, Policy Specialist, Capital Markets at the Investment Association (IA) provides listeners with a first hand look into the IA's responsible investment framework. Ashley Hamilton Claxton, Head of Responsible Investment at RLAM will then share an insight into responsible investment definitions and terminology in action.
Mike Fox, Head of Sustainable Investments, and George Crowdy, Fund Manager, explain why now is a good time to launch a fund designed to invest in what they believe to be the most attractive sustainable opportunities around the globe, and what makes this fund different from other global sustainable funds.