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Global Equity update

Will Kenney shares the latest views and outlook from our Global Equity team.
Recorded Feb 12 2021 6 mins
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Will Kenney
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  • Channel
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  • Exploring the benefits of a sustainable investment approach May 26 2021 1:00 pm UTC 60 mins
    Mike Fox, Shalin Shah and Andrew Epsom
    Insurers are increasingly moving towards a greener and more sustainable investment approach, driven indirectly through insurance regulations and more directly through meeting stakeholder’s heightened expectations. However, a sustainable investment approach can vary significantly between investors, and there are many potential pitfalls to be aware of that can mean the returns achieved are compromised and / or the societal and environmental benefits are not fully realised.

    Please join our team of Mike Fox (Head of Sustainable Investments), Shalin Shah (Senior Fixed Income Manager) and Andrew Epsom (Insurance Client Solutions Director) as they share our views on how best to construct a sustainable investment portfolio. Mike will provide an overview of what sustainable investing means at RLAM, and how we invest on a sustainable basis touching upon equity specific themes. Shalin will then provide insights from a fixed income perspective and highlight some of the key challenges, risks and pitfalls that can come with sustainable investing within credit.
  • Multi-asset credit: the impact of Covid-19 and the post pandemic opportunities Recorded: Apr 28 2021 33 mins
    Khuram Sharih and Christopher Mills
    Having experienced one of the most challenging investment environments in living memory, this webinar will explore how the Covid-19 pandemic has impacted global credit markets and led to an unprecedented policy response from central banks. Through the lens of RLAM’s Multi-Asset Credit Fund, Senior Fund Manager Khuram Sharih will reflect on recent events and the action the investment team took to protect the portfolio from the worst of the fallout and to position it to benefit from the subsequent recovery. Khuram will share his views on the outlook for the various credit sub asset classes, detailing why now more than ever, stable income provision is of upmost importance for investors.
  • Global Equity update Recorded: Feb 12 2021 6 mins
    Will Kenney
    Will Kenney shares the latest views and outlook from our Global Equity team.
  • Sustainable Credit: a credibility vs convenience conundrum Recorded: Feb 3 2021 45 mins
    Shalin Shah, Matt Franklin and Kate Parker
    As ‘sustainable’ investing gains ever more traction in fixed income markets, asset managers appear to be engaged in an arms race to demonstrate their ESG credentials to asset owners. Signs are emerging that credit investors may be favouring convenience over credibility, such as blindly buying bonds with ESG labels or relying on incomplete third party data. Shalin Shah, manager of RLAM’s range of Sustainable credit funds, alongside Senior Credit Analyst, Matthew Franklin, will demonstrate how a more bespoke and fixed income specific approach to ESG integration can help capture inefficiencies present in credit markets, with no compromise on either returns or sustainability.

    Building on RLAM’s long established heritage in Sustainable Investing, they will also talk about the real opportunity to provide capital to critical social and environmental sectors that are largely inaccessible to investors across other asset classes.
  • 2021 Outlook – a new economic environment and a change of climate for insurers? Recorded: Jan 28 2021 59 mins
    Carlota Garcia-Manas, Azhar Hussain, Martin Foden and Andrew Epsom
    2020 was a highly challenging year for insurers with large falls in asset values and worsening of balance sheets over the earlier part of the year, ongoing increased volatility and wider stresses to operating models. Now the dust has (at least partially) settled, insurers are now facing a different challenge – generating an acceptable level of return under the now much lower yield environment. In addition to the market environment, climate risk management and the evolving regulatory framework will remain at the forefront of discussions in 2021.

    Join us for a 2021 insurance outlook webinar hosted by the RLAM team comprising: Andrew Epsom (Insurance Client Solutions Director); Carlota Garcia-Manas (Senior Responsible Investment Analyst); Martin Foden (Head of Credit Research); and Azhar Hussain (Head of Global Credit) who will provide an insight into how insurers can adapt their portfolios to the new economic and regulatory environment. Topics of discussion will include key themes such as climate risk management, effective integration of ESG into credit investing and unlocking increased returns in a post-Covid world.
  • Royal London Global Equity Select - The best of growth and value Recorded: Jan 20 2021 44 mins
    Peter Rutter
    The RL Global Equity Select Fund’s investment approach is used to differentiate stocks across their respective lifecycles, in order to build a relatively neutral style portfolio. Whilst a portfolio with either a distinct growth or value bias enhances risk exposure, this investment approach may help negate that by offering idiosyncratic stock picking which can work across multiple market environments.

    The fund has a proven track record with a style agnostic approach, which distinguishes it from its peers.

    Listen to find out more about how the lifecycle concept is put into practice, plus hear about practical stock examples and Peter Rutter’s views on the current market.
  • 2020: Rethinking Climate Recorded: Nov 17 2020 38 mins
    Carlota Garcia-Manas and John Burke
    As we approach five years since the drafting of the Paris Agreement on Climate Change, we examine the climate landscape, and discuss:

    • Trends in emissions and policy - what 2020 has meant for climate, the ramifications of COVID and the delay to COP26 discussions, and what China’s announcement of its commitment to net zero emissions by 2060 means

    • The investment industry’s response to climate change in this unprecedented year

    • Climate risk mitigation and integration across RLAM’s investment strategies

    This live webinar will be hosted by John Burke, Head of Institutional with RLAM's climate expert Carlota Garcia-Manas, Senior Responsible Investment Analyst.
  • Sustainable investing in a Covid world Recorded: Nov 5 2020 59 mins
    Mike Fox, George Crowdy and Kate Parker
    Sustainable investing against the backdrop of Covid-19 and its potential impact over the next decade, addressing key sustainable themes and how they’ve fared during the pandemic, and looking at the pros and cons of a global approach to sustainable investing and how best to overcome obstacles. The session will be hosted by Kate Parker, Institutional Client Solutions Director, with RLAM's Head of Sustainable Investments, Mike Fox, and George Crowdy, Sustainable Fund Manager.
  • Compliance Corner Recorded: Oct 2 2020 31 mins
    Jeremy Smith (B-Compliant) | Vicky Pearce (B-Compliant)
    In this session Jeremy Smith and Vicky Pearce from B-Compliant discuss the key compliance topics facing advisers and wealth managers.
  • Challenges for treasurers Recorded: Oct 2 2020 34 mins
    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.
  • From surviving to thriving - insurer fixed income portfolios Recorded: Oct 2 2020 29 mins
    Andrew Epsom, Insurance Client Solutions Director
    Andrew Epsom, RLAM’s insurance investment specialist, looks at how the economic and regulatory environment (particularly ESG integration) for fixed income investing is changing, and provides practical examples of how insurers could change their fixed income approach to be better positioned going forwards.
  • Climate Change and disclosure requirements for asset owners Recorded: Oct 2 2020 31 mins
    Carlota Garcia-Manas, Senior Responsible Investment Analyst
    Carlota Garcia-Manas looks at integrating climate change disclosure requirements for asset owners and how we see the regulatory environment evolving.
  • Government bonds and quantitative easing Recorded: Oct 1 2020 32 mins
    Craig Inches, Head of Rates and Cash
    Craig Inches explains what is happening in the UK gilt market as it absorbs record government issuance and where buying is dominated by the Bank of England, and how this is an environment for more active approaches.
  • High yield liquidity: in at the deep end Recorded: Oct 1 2020 34 mins
    Stephen Tapley, Senior Fund Manager
    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.
  • Future of Sterling Credit Recorded: Oct 1 2020 32 mins
    Paola Binns, Senior Fund Manager
    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.
  • The return of global inflation Recorded: Oct 1 2020 30 mins
    Paul Rayner, Head of Alpha Strategies
    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.
  • Responsible global equities Recorded: Sep 30 2020 31 mins
    James Clarke, Senior Fund Manager | Carlota Garcia-Manas, Senior Responsible Investment Analyst
    James Clarke and Carlota Garcia-Manas examine how ESG integration and governance have impacted global equity investing, and how these portfolios can help meet developing client needs.
  • Who was responsible? Recorded: Sep 30 2020 27 mins
    Ashley Hamilton Claxton, Head of Responsible Investment
    Ashley Hamilton Claxton looks at corporate behaviour during the crisis. How did companies act, and what do their actions in stressed circumstances tell us?
  • Broadening sustainable Recorded: Sep 30 2020 33 mins
    Rachid Semaoune, Senior Fund Manager
    Rachid Semaoune talks about how sustainable investing translates to fixed income investing, with particular emphasis on global credit.
  • How to go global Recorded: Sep 30 2020 32 mins
    George Crowdy, Sustainable Fund Manager
    George Crowdy on the advantages and disadvantages of taking a global approach to sustainable investing, and how he overcomes the obstacles that this can create.
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  • Title: Global Equity update
  • Live at: Feb 12 2021 12:00 am
  • Presented by: Will Kenney
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