Perspectives from Royal London Asset Management

Fixed income five points podcast - September 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.

Fixed income five points podcast - August 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.

Fixed income five points podcast - July 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.

Fixed income five points podcast - June 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.

Fixed income five points podcast - May 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.

Fixed income five points podcast - April 2023

What are the economic implications of the recent banking turmoil and as central banks have indicated they need to raise rates until inflation is under control, should investors expect one more hike or does recent inflation data suggest more might be needed?
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.

Fixed income five points podcast - March 2023

Given the rise in default rates that an economic slowdown and recession could bring, what’s been driving the positive moves in credit markets? Are markets fully anticipating the impact of the recent interest rate rises?
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.

Fixed income five points podcast - February 2023

Global interest rates continue to rise but where might they peak? What does the latest economic data mean for corporate earnings and why is the outlook for the UK in particular so poor? 
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 currently impacting fixed income markets.