Name: Multi Asset Credit update
Start: 2018-08-24T14:00:00Z
End: 2018-08-24T14:00:13.000Z
Location: BrightTALK

The latest updates from Royal London Asset Management for UK institutional investors.

At Royal London Asset Management, we do things a little differently. As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do, with a longer-term approach to generating investment returns. We’re committed to delivering outstanding active asset management value for clients around the world. It’s asset management excellence with a longer-term perspective.

The past year has been one of the most unpredictable and challenging periods for global investors, with rising geopolitical tensions, shifting tariff policies, and ongoing market volatility reshaping how we identify opportunities.

With years of investment experience and a robust systematic framework, the Life Cycle approach helps our Global Equity team analyse all opportunities in the market to identify those areas that they believe will deliver wealth creation.

Join Paul Schofield, Head of Global Equities, Francios de Bruin, Fund Manager, and Matt Kirby, Fund Manager, at this CPD accredited webinar, where they will discuss:
• How global trends, inflation, and technology are influencing equity markets
• How the Life Cycle approach enables the team to explore the entire investment universe for opportunities
• The potential benefits of the team’s strategy for maximising risk-adjusted returns in portfolios
Asset management excellence with a longer-term perspective

Global Equity: Investing in an uncertain world

For Professional Clients only, not suitable for Retail Clients.

Join us on Thursday 27 November for our reaction to the Chancellor, Rachel Reeves’ Autumn Budget. 

The Budget comes during a period of great uncertainty for the UK economy, as the government looks to plug a fiscal gap estimated to be £20 Billion. 

In this live webinar speakers from Royal London and Royal London Asset Management will discuss their areas of expertise and answer your questions.  Speakers and topics include; 

- Market reaction and context -Trevor Greetham, Head of Multi Asset 
- What the Budget means for the economy – Melanie Baker, Senior Economist 
- Inflation and interest rates – Craig Inches, Head of Rates and Cash 
- Key policy changes – Jamie Jenkins, Policy Director 
- Adviser and client impact analysis – Clare Moffat, Head of Technical 

Sign up to our CPD accredited webinar and ensure you’re up to date with potential changes that could impact your clients.

Understanding the Autumn Budget: the economic, market and policy implications

For Professional Clients only, not suitable for Retail Clients.

As climate risks grow and become more financially material, demand is still high for investment solutions with effective climate objectives. For clients looking for low-cost passive index trackers there are plenty of options out there. However, the Royal London Asset Management Equity Tilt funds go a step further. We believe that it’s possible to drive positive outcomes, delivering significant carbon intensity reductions, without compromising on risk and returns.  

Our range of Equity Tilt funds do this by incorporating active decision making, based on insights we gain via company engagements. This innovative approach ensures that we’re able to change our allocated weightings relative to the benchmark and contribute to a substantial carbon reduction compared to a standard benchmark. The funds offer all this plus the low-cost advantages of a tracker fund. 

Rather than divesting or excluding we tilt away from high carbon emitters and toward companies actively focusing on decarbonising or enabling low-carbon transition. Our solutions invest in not just what the world is, but what it must become. 

Join Matt Burgess, Head of Quantitative Equities and Nils Jungbacke, Senior Fund Manager, at this CPD-accredited webinar where they will cover: 
- The importance of active stewardship 
- A proven, robust and credible investment process 
- How investments can drive positive outcomes for clients 

Asset management excellence with a longer-term perspective.

Investing with intent: The case for equity tilts

For Professional Clients only, not suitable for Retail Clients.

With the IMF projecting the UK to have the highest inflation among G7 nations in both 2025 and 2026, and the UK behind other central banks in cutting rates, the outlook for interest rates remains uncertain. 

Against this backdrop, Craig Inches, Head of Rates and Cash, discusses the implications of the Bank of England Monetary Policy Committee meeting, and what the latest rates news means for treasury and liquidity investors.

Craig will also consider how central banks rates decisions may develop over the remainder of this year and into next, and the key factors investors will need to consider. 

As well as providing an update on markets with analysis of the current macro environment, Craig will answer queries in a live and interactive Q&A session.

Treasury and liquidity investing – Bank of England update and rates outlook

For Professional Clients only, not suitable for Retail Clients.
In this live webinar, Royal London Asset Management’s Sustainable Investment team will:
• Highlight market activity over the past year and the impact it has had within sustainable investing
• Discuss recent changes within the sustainable market across fixed income and equities

Asset management excellence with a longer-term perspective

Sustainable Investing quarterly update

For Professional Clients only, not suitable for Retail Clients.

In his latest video update, Head of Multi Asset, Trevor Greetham, gives an overview of the month, the impact of current markets on the positioning of the Investment Clock, and provides a short-term outlook.

Multi Asset Quarterly update – October 2025

For Professional Clients only, not suitable for Retail Clients.

In his latest video update, Head of Equities, Mike Fox, looks at the market environment for sustainable investing over the past quarter and provides a short-term outlook.

Sustainable Investing Quarterly Update - October 2025

For Professional Clients only, not suitable for Retail Clients.
In this live webinar, Royal London Asset Management’s Head of Multi Asset, Trevor Greetham will:
• Highlight market activity over the past year and the impact on investors
• Illustrate the current positioning on the investment clock and where he believes the opportunities are for multi asset investors


Asset management excellence with a longer-term perspective

Multi asset quarterly update

For Professional Clients only, not suitable for Retail Clients.
In this live webinar, Royal London Asset Management’s Fixed Income team will:
• Provide insight on the current macro environment and the impact for fixed income investors
• Address where they believe the current investment opportunities are within fixed income
• An outlook for fixed income markets for 2025


Asset management excellence with a longer-term perspective

Fixed Income quarterly update

For professional clients/qualified investors only, not suitable for retail investors.

With the policy path of the US administration dominating headlines and inviting volatility into markets, it can be hard to find value in this disruption. Within certain specialist areas investors may find investment opportunities that others have overlooked.

While global geopolitical and macroeconomic uncertainties are affecting global government bond markets in different ways, and despite where credit markets have reached in spreads, global high yield may still offer attractive sources of value for those prepared to look carefully. 

There has been an improvement in the high yield market over the years, where it is now more established, deeper in liquidity, diversified and higher in quality than in decades past. Is now the time to consider allocating to high yield?

Join Stephen Tapley, Senior Fund Manager at this CPD-accredited webinar where he will cover:
• Where the markets stand with heightened volatility and the potential implications for investors
• Investment opportunities across high yield 
• An outlook for the rest of the year and beyond 

Asset management excellence with a longer-term perspective

Yield in a changing world: unlocking the value within high yield

For Professional Clients only, not suitable for Retail Clients.

With higher consumer prices contributing to ongoing inflation but lower UK growth forecast, the outlook for interest rates remains uncertain. 

Against this backdrop, Ben Nicholl, Senior Fund Manager and Adeline Derain, Assistant Fund Manager discuss the implications of the Bank of England Monetary Policy Committee (MPC) meeting, and what the latest rates news means for treasury and liquidity investors.

They will also consider how central banks rates decisions may develop over the remainder of the year and the key factors investors will need to consider.

As well as providing an update on markets with analysis of the current macro environment, they will answer queries in a live and interactive Q&A session.

For Professional Clients only, not suitable for Retail Clients.
In this live webinar, Royal London Asset Management’s Sustainable Investment team will:
• Highlight market activity over the past year and the impact it has had within sustainable investing
• Discuss recent changes within the sustainable market across fixed income and equities

Register now.
Asset management excellence with a longer-term perspective

Sustainable investing quarterly update

For Professional Clients only, not suitable for Retail Clients.
In this live webinar, Royal London Asset Management’s Fixed Income team will:
• Provide insight on the current macro environment and the impact for fixed income investors
• Address where they believe the current investment opportunities are within fixed income
• An outlook for fixed income markets for 2025

Register now.
Asset management excellence with a longer-term perspective

Fixed income quarterly update

For Professional Clients only, not suitable for Retail Clients.

In his latest video update, Senior Fund Manager, George Crowdy, looks at the market environment for sustainable investing over the past quarter and provides a short-term outlook.

Sustainable Investing Quarterly Update - July 2025

Multi Asset Quarterly update – July 2025

For Professional Clients only, not suitable for Retail Clients.
In this live webinar, Royal London Asset Management’s Head of Multi Asset, Trevor Greetham will:
• Highlight market activity over the past year and the impact on investors
• Illustrate the current positioning on the investment clock and where he believes the opportunities are for multi asset investors

Register now.
Asset management excellence with a longer-term perspective

For Professional Clients only, not suitable for Retail Clients

Jeremy Deacon has joined Royal London Asset Management to build out our public and private ABS capabilities. In this webinar he discusses the two new public ABS strategies that we have launched, how they are currently positioned, and the potential role ABS can play in client portfolios.
 
He also provides an update on the market environment, analyses how credit spreads have moved in ABS post Trump tariffs, and looks at current areas of opportunity, as well as possible threats, for ABS investors.

Asset backed securities (ABS) investing and market outlook

For Professional Clients only, not suitable for Retail Clients.

Scouring an investment universe with over 6,500 companies can seem like a momentous task alongside the uncertain macro backdrop of geopolitical tensions and volatile markets. 

With years of investment experience and a robust systematic framework, the Life Cycle approach helps our Global Equities team to analyse opportunities in the market to identify those companies that they believe will deliver wealth creation.

Their unbiased views on growth versus value help to identify current market prices which then lead to generate bull and bear case scenarios analysing these outcomes. The robust, in-depth process enables the Global Equities team to test the most attractive prospects ensuring they invest in what they believe to be the best opportunities through all market conditions.

Join Paul Schofield, Head of Global Equities, Francois de Bruin, Fund Manager and Matt Kirby, Fund Manager in this live CPD accredited webinar, where they will discuss: 
• How the Life Cycle approach enables the team to search the whole investment universe for opportunities
• The stock picking advantage from Life Cycle-specific assessments that generate shareholder wealth creation
• Why the benefits of this style of portfolio construction have never been more relevant than in current markets


Asset management excellence with a longer-term perspective

A universal approach to global equities - focused on the fundamentals

With growth stocks outperforming value stocks for the majority of the last decade, Peter Rutter takes a look at the reasons behind this continuing trend. While these specific dynamics don’t seem to be shifting, there are other significant changes the team have identified in equity markets. Peter notes that the team’s valuation discipline and investment process is continuing to help them identify interesting opportunities.

Monthly global equities outlook

Head of Multi Asset, Trevor Greetham, highlights three areas as the investment clock continues to move from the stagflation into the reflation stage of the business cycle. With lots of reasons why markets dropped and investor sentiment extremely depressed Trevor still sees some positive signs that 2019 could start off on a slightly firmer footing, with a US recession not as close as some may have predicted. With the Brexit outcome still impossible to foresee, Trevor believes that a focus on diversification is key rather than trying to pick winners.

Trevor Greetham - Investment Clock

Richard Marwood, Senior Fund Manager, reflects on 2018 in terms of our UK Equity Income Fund. He shares why he believes a contrarian approach can prove beneficial in times of market weakness, but reiterates the importance of investing in companies with good balance sheets and cashflows, a process that remains core to the team’s selection method in current volatile times.

UK Equity Income Quarterly Review

Will Kenney, Senior Fund Manager, presents our latest global equity monthly update, discussing recent volatility in the market and the catalysts for this. He describes how the factors at the core of their investment process are helping the team to identify opportunities amidst this current period of volatility and the higher discount rates associated with it.

Market outlook with Trevor Greetham, commenting on the latest position of the Royal London Global Multi Asset Portfolios and the Investment Clock model that guides his asset allocation

The US has seen one of its longest business expansions in history. RLAM’s Head of Multi Asset, Trevor Greetham, will explain why he thinks the cycle has a way to go yet, underpinning a positive view on stocks relative to bonds. However, with spare capacity scarce and inflation pressures building, investors should use the next 6 months to think carefully about how their portfolios are likely to weather the next recession. An active tactical approach is a must.

2019: The business cycle rumbles on, but risks are rising

Ewan McAlpine, Senior Client Portfolio Manager is joined by Head of Fixed Income, Jonathan Platt, Head of Rates and Cash, Craig Inches and Head of Global High Yield, Azhar Hussain to discuss their views on fixed income markets as we look ahead to 2019.

Fixed income outlook 2019

Trevor Greetham presents his latest quarterly update. During the webinar Trevor looks at navigating market risks, discussing the potential of a w-shaped recovery vs a bear market, as well as sharing his thoughts on Brexit as we seek to weather the impacts of this known unknown.

Martin Cholwill, Senior Fund Manager and manager of Royal London Asset Management's UK Equity Income Fund provides an update on what has been a tough year for UK equity markets. He shares with listeners a summary of his positioning and recent activity, before moving on to offer his outlook for the year to come.

UK Equity Income update and outlook for 2019 from Martin Cholwill

Senior fund manager, Richard Marwood presents a review on markets before moving on to an update of our UK Dividend Growth Fund, sharing his investment process and current fund positioning.

UK Dividend Growth update

Peter Rutter, Head of Equities will be focusing on the factors that influence how RLAM’s Global Equity funds perform and how these fit with clients’ wider portfolios. In previous webinars Peter has introduced the differentiated and proven investment process employed by the RLAM Global Equity fund managers. This process leads to differentiated portfolios with performance driven by stock selection and some clear and consistent style and factor characteristics. In particular the funds have tended to perform best when valuation factors are outperforming and there is a risk-off environment in equities. Peter will explain why this is consistent with the investment process and consequently how the portfolios might fit a strong complement to managers with more global growth and larger cap exposures in global equities.

Global equities update

Fund Manager, Khuram Sharih shares our latest update on multi asset credit. During the webinar Khuram will update on this area of the market before turning to the current positioning of the Royal London Multi Asset Credit Fund.

Multi asset credit update

Richard Marwood, Senior Fund Manager, will present our latest webinar on UK equity income with an update on the market, the key features of the fund and how it is currently positioned.

UK equity income update

There’s a temptation to think that both equity and credit investors should look at ESG in the same way. This approach can lead to a quicker roll-out, as existing, more established equity process can just be used for credit analysis. 

In this session, RLAM's Ashley Claxton and Martin Foden will explain why they think that the scope and application of ESG factors is quite different: from the different make-up of bond indices, to the subtleties of bond structure, a differentiated approach has to be taken. The only similarity? That if ESG is seen as an ‘extra’ part of your security analysis, you’re probably not doing it right.




Ashley Hamilton Claxton is responsible for coordinating and overseeing RLAM’s approach to responsible investing across all of our asset classes. She has management responsibility for our company engagement, corporate governance analysis, and proxy voting. Ashley is RLAM’s subject matter expert and spokesperson on responsible investing and corporate governance.

Martin Foden joined RLAM at the start of 1998. He initially joined RLAM's UK Equity Team, with responsibility for analysing the transport, business services and construction sectors, as well as managing balanced pension funds. This experience greatly enhanced RLAM’s credit research capabilities when he joined the Fixed Income Team at the beginning of 2003. Since moving to the Fixed Income Team, he has been instrumental in developing RLAM’s analytical process through the advancement of the team’s cashflow forecasting and evaluation of issuer structures.

Finding the right target – using ESG in credit investing

Will Kenney, Senior Fund Manager, presents our latest global equity monthly update. He explores why asset reinvestment in aggregate has been weaker in listed equities since the global financial crisis. This shortage of internal investment opportunities for companies has led to less capital reinvestment and increasing share buy backs and acquisitions.  He explains how the RLAM equity team approach, based on lifecycle insights, helps to identify corporate wealth creation which is the dominant factor in long term shareholder returns.

Richard Marwood, Senior Fund Manager, presents our latest UK equity income update. He explores why equity markets have retreated and the impact of rising interest rates in the US and UK. He explains why it is important to have a range of well diversified strong companies in your portfolio with a good business model in this environment.

Trevor Greetham, Head of Multi Asset, explains why the Royal London Global Multi Asset Portfolios (GMAPs) have positioned equities broadly in line with the benchmark with an overweight in US equities.  He notes stock market seasonality turns positive this time of year but October itself if often volatile. With the US economy strong, interest rates low elsewhere and China easing policy to offset trade war fears, the team see October volatility as a potential buying opportunity for stocks

Trevor Greetham – Investment Clock

Mike Fox, Head of Sustainable Funds, explores the case for sustainable investments, why it is becoming more mainstream, and how the sustainable process aims to be additive to the investment performance. Mike provides an update on the RLAM team’s approach to sustainable investment and some of the key themes in the current market.

Sustainable quarterly update

Ewan McAlpine presents our regular six-monthly update on fixed income markets, sharing current themes he has seen within the market and providing his outlook for the full spectrum of fixed income assets.

Fixed income 6 monthly update

Henry Lowson, Senior Fund Manager will present our latest webinar update. Henry oversees our mid-cap strategies and will be drawing on his specialist knowledge to provide listeners with an update on this area of the market.

UK mid-cap update

Trevor Greetham, Head of Multi asset examines the three myths around multi asset income and how to avoid any hidden risks in retirement. He explores potential investment strategies to sustain an income through retirement. He also provides an update on the positioning of the Investment Clock and the Global Multi Asset Portfolios (GMAPs).

Quarterly multi asset webinar

Fund manager, Craig Yeaman shares the latest views from our UK equity team, commenting on the UK equity market and updating on his investment approach and any current themes that are affecting our UK Opportunities Fund.

UK Equities update

The desire for income certainty remains a key investment theme. Jonathan Platt, Head of Fixed Income at RLAM, explains how bonds can provide benefits and why it is important to have diversified exposure across the fixed income universe and a flexible approach to exploit the inefficiencies inherent in the credit markets. He will look at multi-sector approaches such as the RLAM  Monthly Income Bond, which has the flexibility to blend existing credit capabilities by pooling the cash flows available from a range of fixed interest asset classes and distributing these in a smooth and regular manner.

Strategies For Finding Income Amongst Current Low Yields And Uncertainty

Craig Inches, Head of Rates and Cash and Richard Nelson, Senior Fund Manager provide our regular cash update webinar. They will look at the current market environment for cash and share an overview of RLAM’s cash strategies.

Cash update

Head of Responsible Investments, Ashley Hamilton Claxton will discuss the increasingly important area of corporate governance as well as touching on other environmental, social and governance (ESG) themes.

ESG update

In the first of RLAM’s regular look at fixed income markets and the issues affecting investors, Guy Cornelius from the RLAM Credit team talks to Stephen Tapley, co-manager of the RLAM Global High Yield Fund, about covenants in general and why these are of particular interest right now.

Bonds Briefly: Covenants matter

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.

Short Duration Global High Yield update

In this educational session, Head of Multi Asset, Trevor Greetham offers an introduction to multi asset investing.

RLAM Academy - introduction to multi asset

In this educational session, Senior Economist, Ian Kernohan, offers an introduction to economics.

RLAM Academy - economics

In this educational session, Head of Proposition, Susan Spiller, offers an introduction to investment funds and their structures.

RLAM Academy - fund structures

In this educational session, Property Researcher and Performance Analyst, Tim Greenway, builds on lesson one to provide a 'deepdive' into the basics of property investing.

RLAM Academy - introduction to property lesson 2

In this educational session, Head of Property, Gareth Dickinson, offers an introduction to property investing.

RLAM Academy - introduction to property lesson 1

In this educational session, Senior Fund Manager, Tony Cole offers an introduction to cash investing.

RLAM Academy - introduction to cash

In this educational session, Corporate Governance Manager, Ashley Hamilton Claxton offers an introduction to corporate governance.

RLAM Academy - introduction to corporate governance

In this educational session, Fixed Income Client Portfolio Manager, Alex Robertson builds on lesson one to explore some key concepts of bond investing.

RLAM Academy - Bond Basics lesson 2

In this educational session, Peter Rutter, Head of Global Equities at Royal London Asset Management provides an introduction to equities and explains the basics of equity investing.

RLAM Academy - Equity Basics

In this educational session, Fixed Income Client Portfolio Manager, Alex Robertson offers an introduction to the basics of bonds and investing in them.

RLAM Academy - Bond basics lesson 1

RLAM Digital Insight Hub

Khuram Sharih, Fund Manager, presents a webinar update answering key questions around the multi asset credit market and positioning within the Royal London Multi Asset Credit Fund in light of ongoing uncertainty.

Multi Asset Credit update

Multi asset credit

Bonds

Fixed Income

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Institutional Investors

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Multi Asset Credit update

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Royal London Asset Management institutional