Name: Fixed Income quarterly update - Review and outlook
Start: 2022-05-04T13:00:00Z
End: 2022-05-04T13:31:26.000Z
Location: BrightTALK
Rating: 2.5

Experts in: Fixed Income, Property, Equity, Cash and Sustainable Investing

For Professional Clients only, not suitable for Retail Clients.

The current market environment is relatively unique in the history of sustainable investing. Rising interest rates have changed the valuation of longer-duration, future looking, growth stocks. And the Russian invasion of Ukraine and retaliatory sanctions have pushed up the price of environmentally-damaging carbon-based fuels.

Head of Sustainable Investments, Mike Fox will explain the influence of the market environment on RLAM’s sustainable funds. Mike will outline our long-term approach to sustainable investing and give an outlook for both equity and fixed income markets.

Sustainable investing quarterly market update

For Professional Clients only, not suitable for Retail Clients 

Equity markets are currently grappling with a number of macroeconomic issues, leading to heightened volatility and opening up new opportunities. Senior Fund Manager, Craig Yeaman will discuss the current opportunities for investing in UK companies.

Craig will outline the investment process, which is designed to help navigate short-term challenges, and discuss how this has driven recent portfolio activity and performance.

UK opportunities update

For Professional Clients only, not suitable for Retail Clients

The spectre of ‘stagflation’ – slowing growth and sustained inflation – has had significant ramifications for the performance of equity markets, and consumer related stocks in particular. Henry Lowson, Head of UK Alpha Equities, will explore the opportunities that exist for investors in UK small and mid-cap companies.

Henry will consider some of the themes that continue to drive growth for companies, the actions companies can take to mitigate rising cost inflation, and the fundamental attributes required to navigate these macroeconomic headwinds. He’ll conclude with an outlook for the asset class.

UK small and mid-cap update – the spectre of ‘stagflation’

For Professional Clients only, not suitable for Retail Clients

As more countries commit to decarbonise and the scientific community continues to alert society of the rapid need for action in order to achieve the goals of the Paris Agreement, what are investors to do?

Following the publication of our Stewardship & responsible investment 2022 report, our signing of the Net Zero Asset Managers Initiative, and our membership of the Climate Financial Risk Forum, Carlota Garcia-Manas, Head of Engagement, and Simonetta Spavieri, Senior Engagement Analyst will share insights on RLAM’s climate strategy.

They will also provide projections on their upcoming work to deliver a climate transition plan and details of their upgraded net zero engagement strategy.

Net Zero: Our strategy to support the Paris goals

As government bond yields have risen higher from all-time lows, Fund Managers, Gareth Hill and Ben Nicholl, will outline their thoughts on why government bond markets have increased in volatility over recent months.

Gareth and Ben will look at how major central banks are reacting to the current environment and how markets have responded, and will also provide an outlook for the asset class.

Government Bond update

Craig Inches, Head of Rates and Cash will examine how a co-ordinated monetary and fiscal response from global central banks has led to a rise in interest rates and inflation. 

Craig will review the types of instruments used to counter rising interest rates within liquidity solutions and how they may offer yield in an inflationary environment. 

He’ll talk about what this means for our liquidity solutions funds and give a market outlook for the remainder of 2022.

Liquidity solutions update

For professional clients only, not suitable for retail clients.

Government bond yields rose significantly to the end of April before falling back at the start of May. 

RLAM’s Head of Sterling Credit, Paola Binns will give an insight into the reasons why and provide an overview on inflation, spreads, duration, and income opportunities.

Short duration credit and sterling credit update

For professional clients only, not suitable for retail clients.

The Bank of England is warning that UK inflation could move into double digits this year with growth slowing sharply. How can investors best protect market gains of recent years and maintain purchasing power in the face of tighter monetary policy, rising recession risks and surging inflation? 

RLAM’s Senior Economist, Melanie Baker, will be joined by Head of Fixed Income, Jonathan Platt, and Head of Multi Asset, Trevor Greetham, to discuss.

Surviving stagflation

For professional clients only, not suitable for retail clients.

What impact have rising US Treasury yields had on global equity markets?

Will Kenney, Senior Fund Manager, discusses how corporate cash flows and earnings have been affected by the growing inflationary environment and how volatility can provide stock picking opportunities for investors. 

He also covers how the Global Equity team’s Corporate Life Cycle investment process is used to build portfolios with the potential to minimise the effects of macro events.

Global equity quarterly update

For professional clients only, not suitable for retail clients.

How have carbon, interest rates and the economic cycle affected sustainable investing since the start of the year? Mike Fox, RLAM’s Head of Sustainable Investments shares his views and outlook on these key areas.

Sustainable quarterly update

For professional clients only, not suitable for retail clients.

How can broad diversification in asset allocation help multi asset investors meet the current challenges of stagflation, disrupted global supply chain and rising interest rates?

Multi Asset monthly update

For professional clients only, not suitable for retail clients.

Volatility is high, and fresh geopolitical risk has added to the pre-existing challenges facing global markets this year as the economy progresses deeper into stagflation. 

RLAM’s Head of Multi Asset, Trevor Greetham explores how investors can weather this changing macroeconomic environment and outlines the importance of broad diversification and active management.

Multi asset quarterly update: Commodities as a geopolitical hedge

For professional clients only, not suitable for retail clients. 

How have geo-political events impacted sustainable investing over Q1 2022? RLAM Fund Managers Sebastien Beguelin and Matthew Franklin review the first quarter.

Sebastien and Matthew will discuss asset allocation changes made across the fund range and the effect of the market environment on short-term performance. They will also profile our in-depth investment process, which they believe is a prerequisite for successful long-term sustainable investing,  and deliver an outlook for both equity and fixed income markets.

Sustainable investing quarterly update

For Professional Clients only, not suitable for Retail Clients.

How has a differentiated stock selection investment approach helped deliver over the past 2 years? Fund Manager Niko de Walden provides an overview and highlights why income is still relevant, where it is on offer, and why investors should consider global equity income investing.

Global equity income: The search for late Life Cycle alpha

For Professional Clients only, not suitable for Retail Clients.

What have been the opportunities and challenges within global sustainable equity investing over the past two years? Fund Managers Mike Fox and George Crowdy will provide a review, deliver an outlook, and supply an explanation of the opportunity set available. They will also argue why investors looking to invest sustainably in global equities should consider RLAM.

Global sustainable equity: Investing amid uncertainty

For Professional Clients only, not suitable for Retail Clients.

How can an investment approach which differentiates stocks across their respective lifecycles, provide a competitive advantage? Senior Fund Manager Will Kenney delivers an insight into how this investment process is used to build a style agnostic, diversified portfolio designed to deliver across different market conditions.

Global equity select: Generating alpha across the Corporate Life Cycle

For Professional Clients only, not suitable for Retail Clients.

It has been a challenging time for sustainable investors since the start of the year. In this roundtable webinar, RLAM’s Head of Sustainable Investments Mike Fox and colleagues look at how the ongoing crisis in Ukraine, rising inflation and bond yields have created a complex range of issues.

Sustainable investing update: Keeping a respectful watch during uncertain times

For professional clients only, not suitable for retail clients.

Will the themes that have prevailed within fixed income markets since the start of 2022 continue and what will the potential effect be on investors?

In this round table webinar RLAM’s Head of Fixed Income, Jonathan Platt and his team examine yields, inflation, spreads, duration and income opportunities across government bond, credit, and cash markets.

Fixed Income quarterly update - Review and outlook

Fixed Income

Credit market

Gilts

Corporate bonds

Outlook

Inflation

Interest Rates

Yield curve

Bonds

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Fixed Income quarterly update - Review and outlook

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