Perspectives from Royal London Asset Management

Fixed income 5 points podcast – November 2024

Given the tax rises and increased borrowing laid out in the latest budget, how can the UK boost economic growth? And with the election of Donald Trump as the next US President, what are the possible challenges around US debt levels and potential inflation that investors should consider?
Jonathan Platt, Royal London Asset Management’s outgoing Head of Fixed Income, discusses these questions and more with Ewan McAlpine, Investment Director, as they analyse the key issues impacting fixed income markets.
Recorded: 13 November 2024Duration: 20 mins 
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Global credit podcast – October 2024

Against the backdrop of another strong month for fixed income returns, as spreads stayed tight and government bond yields tightened further, how have issuance and default rates developed? With talk about the increased significance and market size of private credit, is the role and importance of public markets changing?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at some of the main company stories impacting markets.
Recorded: 14 September 2024Duration: 11 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.
 

Fixed income 5 points podcast – October 2024

What is underpinning the ongoing strength of the American economy and what are the implications for future rate cuts there? With inflation dipping but growth lacklustre in the UK, what options does the Chancellor have at the upcoming budget, and where could that leave the Bank of England?
Jonathan Platt, Royal London Asset Management’s Head of Fixed Income, discusses these questions and more with Ewan McAlpine, Investment Director, as they analyse the key issues currently impacting fixed income markets.
Recorded: 10 October 2024Duration: 20 mins 
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Global credit podcast – September 2024

How have issuance and default rates been developing, and what has driven the recent phenomenon of a lack of ‘fallen angels’ and increase in the number of ‘rising stars’ in fixed income markets? Which are some of the well known companies that have been upgraded to investment grade, and is there a common theme for investors to take note of?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at some of the main company stories impacting markets.
Recorded: 13 September 2024Duration: 9 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Fixed income 5 points podcast – September 2024

What has been the impact of a change in government and new policies for UK bond investors? What are the implications of the latest ECB rate cut, and the new report from Marion Draghi on EU competitiveness, for investors in Europe and beyond?
Jonathan Platt, Royal London Asset Management’s Head of Fixed Income, discusses these questions and more with Ewan McAlpine, Investment Director, as they analyse the key issues currently impacting fixed income markets.
Recorded: 12 September 2024Duration: 18 mins 
Past performance is not a guide to future performance. The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Global credit podcast – August 2024

What were the main market indicators for investors over the last month as debt issuance, especially in leveraged loans, continues to run ahead of last year’s levels and defaults continue to fall? How have some of the interesting company stories that our Global Credit team have been following this year developed recently, and what are the implications for bond investors?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at the key themes impacting markets.
Recorded: 15 August 2024Duration: 10 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Global credit podcast – July 2024

What were the main market indicators for investors over the last month as defaults continued to fall and debt issuance continued at pace? And what have been some of the interesting company stories that our Global Credit team have discovered across the likes of the consumer goods, automotive and telecoms sectors?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at the key themes impacting markets.
Recorded: 10 July 2024Duration: 9 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Global credit podcast - June 2024

What were the stand out indicators for investors over the last month as yields snapped tighter and record issuance was rapidly absorbed? And what have been some of the interesting company stories that our Global Credit team have uncovered across the US, Europe and emerging markets?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at the key themes impacting markets.
Recorded: 12 June 2024Duration: 11 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.

Global credit podcast - May 2024

What were the key indicators for investors over the last month as spreads tightened and government bond yields rose significantly, leading to negative returns? And what have been some of the interesting company stories that our Global Credit team have uncovered across the globe?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at the important trends and events impacting markets.
Recorded: 22 May 2024Duration: 9 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.
 

Global credit podcast - April 2024

What were the standout indicators as March proved to be a strong month for fixed income returns, with credit spreads and government bond yields both tightening? And what have been the key company stories that our Global Credit team have uncovered across the globe, and how could they impact investors?
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, discusses these points and more with Ewan McAlpine, Investment Director, as they look at the important trends and issues impacting markets.
Recorded: 18 April 2024Duration: 13 mins
The value of investments and the income from them may go down as well as up and is not guaranteed. Investors may not get back the amount invested. The views expressed are those of the speaker at the date of publication unless otherwise indicated, which are subject to change, and is not investment advice.