Perspectives from Royal London Asset Management

Global credit podcast - March 2024

What were the key indicators for investors to take note of over the last month, as credit spreads grew ever tighter? And what have been some of the more insightful company stories that our Global Credit team have uncovered, in the US, UK and Panama?
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 investors.
Recorded: 14 March 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 - February 2024

Global credit podcast – February 2024
After a reasonably good year for new issuance in 2023, how has 2024 started and what is the quality of the debt that has been issued? What have been the interesting company stories that our Global Credit team have unearthed, both in the US and across Europe?
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 main trends and issues impacting investors.
Recorded: 20 February 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 - February 2024

A persistent inverted US yield curve, a contraction in money supply and a general increase in interest rates is often a warning sign of recession but the PMI and US payroll data is telling a different story.  Are we still facing a slow down in 2024?
And what can we really tell from the labour market reports?  Are they telling the full story or is there any underlying issue with 2.8 million people reportedly too ill to work?
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 that are impacting fixed income markets.

Global credit podcast - January 2024

As global rates and spreads continued their declines, leading to another month of healthy returns across fixed income markets in December, what were the key indicators investors should be aware of? And what have been the interesting individual company stories that our Global Credit team have unearthed, both in the UK and internationally?
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 trends and issues impacting investors.
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 five points podcast - January 2024

As we enter a new year has the outlook for interest rates changed, and are government bond yields and credit spreads at the right level? In addition to numerous geopolitical risks, what are the prospects and potential impact of a slowdown in China?
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 that are impacting fixed income markets.

Global credit podcast - December 2023

What were some of the stand out indicators over the last month as November saw an end to the lacklustre performance not just by the high yield market, but by global investment grade credit and government bonds? And what have been the interesting company stories that our Global Credit team have been engaging with in the market?
 
Azhar Hussain, Royal London Asset Management’s Head of Global Credit, answers these questions and more with Ewan McAlpine, Investment Director, as they discuss the key trends and issues impacting investors.

Fixed income five points podcast - December 2023

What does the apparent rise in populism mean for European economies and the growth challenge many of them are facing? And what is the outlook for 2024 across growth, inflation, rates and asset allocation?
 
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 that are impacting fixed income markets.

Royal London Asset Management Investment Outlook for 2024

Against a backdrop of ongoing uncertainty, Royal London Asset Management’s Chief Investment Officer, Piers Hillier, looks ahead to 2024 and discusses the issues he believes will be prominent over the next 12 months, and where the key investment risks and opportunities may lie.  

Fixed income five points podcast - November 2023

Given the extent to which governments may need to borrow, and given the huge amounts of debt that countries have already built up, what is the outlook for global growth?
And against the backdrop of falling duration in bond markets recently, what are the main developments in the sterling credit market that investors should be aware of?

Fixed income five points podcast - October 2023

Could UK rates have peaked and could they really fall within a year? And are we now entering a new normal when it comes to yield curves?
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 that are currently impacting fixed income markets.