Perspectives from Royal London Asset Management
At Royal London Asset Management, we do things a little differently. As an integral part of customer-owned mutual Royal London, we put our clients at the heart of what we do, with a longer-term approach to generating investment returns. We’re committed to delivering outstanding active asset management value for clients around the world. It’s asset management excellence with a longer-term perspective. Our podcasts bring you the latest conversations between our fund managers, economists and industry experts. In a rapidly changing economic landscape you’ll hear views on the global economy, markets and political developments.
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Episodes
Thursday Aug 29, 2024
Thursday Aug 29, 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.
Sunday Jul 21, 2024
Sunday Jul 21, 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.
Thursday Jun 20, 2024
Thursday Jun 20, 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.
Wednesday May 29, 2024
Wednesday May 29, 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.
Tuesday Apr 23, 2024
Tuesday Apr 23, 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.
Monday Mar 18, 2024
Monday Mar 18, 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.
Wednesday Feb 28, 2024
Wednesday Feb 28, 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.
Thursday Feb 15, 2024
Thursday Feb 15, 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.
Friday Jan 26, 2024
Friday Jan 26, 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.
Tuesday Jan 16, 2024
Tuesday Jan 16, 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.