Trevor Greetham will provide insight into how RLAM have been thinking about pathway design in response to the FCA initiative. He will focus on risk / return considerations in line with the different objectives of pension scheme members as they reach retirement
Melanie Baker, Martin Foden, Peter Rutter and Andrew Epsom
Insurers have been subjected to a perfect storm of events in 2020, with shocks to asset values, materially reduced market liquidity (impacting on pricing and trading), increased claims expectations (including challenges to policy coverage) and stresses to operating models through lock-down. In addition, the ever-changing regulatory environment shows no sign of abating.
In our webinar we share the views of some of our leading experts on what has happened so far over 2020 and how insurers can best prepare for the fundamentally changed future environment. This will be followed by an interactive Q&A session.
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.
Host: Kate Parker Speakers: Carlota Garcia-Manas and Sophie Johnson
In the first of our Responsible Investment Network Series 2020 webinars, we look at issues of governance and engagement through the lens of the coronavirus pandemic and cover:
•Responsible investment response to COVID-19: crisis vs long-term thinking
•Proactive engagement: trends and themes observed
•The 2020 voting season: emerging themes and high-profile shareholder proposals
•How COVID-19 has impacted executive pay and changed corporate behaviour
Host Kate Parker, Institutional Client Solutions Director, is joined by engagement and advocacy specialists Carlota Garcia-Manas, Senior Responsible Investment Analyst and Sophie Johnson, Senior Corporate Governance Analyst.
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.