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.
Listen on:
Episodes
Thursday Dec 21, 2023
Thursday Dec 21, 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.
Friday Dec 15, 2023
Friday Dec 15, 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.
Wednesday Dec 06, 2023
Wednesday Dec 06, 2023
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.
Monday Nov 20, 2023
Monday Nov 20, 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?
Monday Nov 20, 2023
Monday Nov 20, 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.
Monday Nov 20, 2023
Monday Nov 20, 2023
What are the drivers behind US inflation and growth pointing to a potential no-landing, while European inflation remains sticky? And with so much talk of falling growth and recession globally, why has the high yield market continued to perform so well?
Ewan McAlpine, Investment Director, puts these and other questions to Jonathan Platt, Royal London Asset Management’s Head of Fixed Income, as they discuss the key issues that are currently impacting fixed income markets.
Monday Nov 20, 2023
Monday Nov 20, 2023
What are the implications of recent central bank rates rises and where could they head next? Should investors be concerned about the outlook for global money supply and what could it mean for a potential soft landing?
Jonathan Platt, Royal London Asset Management’s Head of Fixed Income, answers these and other questions with Ewan McAlpine, Investment Director, as they discuss the key themes that are currently impacting fixed income markets.
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
How are the combined factors of corporate greed, housing costs and money supply influencing inflation? What does an early 1990s mini baby-boom in the US potentially mean for interest rates there?
Royal London Asset Management’s Head of Fixed Income, Jonathan Platt, answers these and other questions with Ewan McAlpine, Investment Director, as they discuss the current key themes that are impacting fixed income markets.
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
What are the weaknesses that are leaving the world economy faltering and why is inflation proving so sticky? When might be a good time for investors to consider going longer duration?
Royal London Asset Management Investment Director Ewan McAlpine puts these and other questions to Jonathan Platt, Head of Fixed Income, as they discuss the current key themes and events that are impacting fixed income markets.
Wednesday Nov 15, 2023
Wednesday Nov 15, 2023
What are the implications for both governments and society as the cost of servicing debt climbs ever higher? And what are the big changes going on in global credit at the moment that investors should be aware of?
Royal London Asset Management Investment Director Ewan McAlpine puts these and other questions to Jonathan Platt, Head of Fixed Income, as they discuss the key themes and events currently impacting fixed income markets.