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Trade war thoughts: the waiting game

Donald Trump’s move to delay tariffs on another $300bn of Chinese goods until December marked the latest twist in the trade war between Washington and Beijing. The dispute has lasted almost a year and a half now and it’s clear that it’s becoming an increasingly drawn out process, with the outlook flip-flopping with each new […]

Argentina: the end of the Macri administration?

Alberto Fernandez, the Peronist opposition candidate, won Argentina’s presidential primary election by a far wider margin than expected on Sunday. Fernandez, whose ticket included former president Christina Kirchner as running mate, received nearly 49% of the votes, well ahead of incumbent Mauricio Macri with 33%. The nearly 16 percentage point gap was much larger than […]

RLAM’s approach to climate change

Climate change is not a new concept, but is one that is moving higher up investors’ agendas. Ashley Hamilton Claxton, Head of Responsible Investment at Royal London Asset Management shares our approach to climate change. Read the article Past performance is not a reliable indicator of future results. The value of investments and the income […]

Considering ESG factors in cash funds

Applying high ESG standards to cash funds aligns closely with many clients’ interests. Craig Inches, Head of Rates and Cash at Royal London Asset Management, explains why we believe there is no longer any excuse not to consider ESG factors in cash investing. Read the article Past performance is not a reliable indicator of future […]

Retail therapy

With the retail sector continuing to struggle, Martin Foden, Head of Credit Research at Royal London Asset Management, discusses how we seek to identify opportunities in retail and property bonds, even when the headlines are less than compelling. Read the article Past performance is not a reliable indicator of future results. The value of investments […]

Making treasury cash work harder

Craig Inches, Head of Rates and Cash at Royal London Asset Management, explains how we help clients to use ‘laddering’ in order to optimise their treasury portfolios, seeking a better balance of returns, liquidity and risk. Read the article Past performance is not a reliable indicator of future results. The value of investments and the […]

Royal London Asset Management

With freedom comes responsibility

Pension freedoms mean schemes must do much more than simply run a one-size-fits-all default fund says Ewan Smith, Proposition Design and Market Engagement Director at Royal London. Have providers fully embraced pension freedoms? Unfortunately, many have not. Pension freedoms came in half-way through auto-enrolment and created a completely new world that has not been fully […]

Royal London Asset Management

The increasing importance of business protection

Ian Smart, Product Architect, Royal London There’s never been a more important time for business owners to consider buying business protection. The current trend is for people to ‘go-it-alone’ establishing ‘start-ups’ or having ‘side-hustles’ to supplement their income. In fact there were 5.6 million small businesses at the start of 2018 with a combined turnover […]

Nike’s digital transformation

Tech disruption is ripping apart industries and creating all sorts of issues for incumbents. Once rent seeking companies now have to deal with well-funded challenger competitors that are intent on dismantling the status quo enabled by new technology. However, across our investment universe some companies are responding by pivoting their business model and making innovation […]

Nationalisation: navigating political risk in the utility sector

With politics again to the fore and a possible election within 12 months, Matthew Franklin, Senior Credit Analyst at Royal London Asset Management discusses Labour’s commitment to nationalise the regulated utilities and why we believe bondholders should be safe. Read the article Past performance is not a reliable indicator of future results. The value of […]