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.
RecordedJul 14 20204 mins
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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.
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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.
Trevor Greetham looks at how the crisis played out across different asset classes and markets, what changes this may or may not mean for multi-asset solutions, and the opportunities going into a period of continued uncertainty.
Piers Hillier outlines what RLAM did during the crisis to ensure that clients continued to have effective oversight and management of their assets. Piers will also give his thoughts on what this means for financial services and the themes we can expect to see, with particular reference to responsible investing.