UK GDP growth in July was stronger than expected. Our economists, discus latest figures which are largely driven by the services and manufacturing sectors, and seem to be being somewhat supported by AI related activity. Read more: ow.ly/fLGf50ZNNfl
Are covered bonds unloved or just misunderstood? Our Head of Rates & Cash, Craig Inches, challenges some common misconceptions and explains why we believe covered bonds deserve a closer look. Find out more: ow.ly/SNlu50ZLRNe
#Liquidity #FixedIncome #ActiveManagement
Royal London Asset Management has been named 'Asset Manager of the Year' at the Corporate Finance Awards 2026. See full list here: ow.ly/unsM50ZFivR
Awards are not a recommendation or guide to the future.
While markets were once convinced that inflation was heading lower, the path for future inflation is less certain. Our Fund Manager, Adeline Derain, makes the case for floating rate securities to protect against this uncertainty. Read more: ow.ly/JeBC50ZF3HI
UK GDP growth cooled in the second quarter but remained surprisingly robust. Our economists, Melanie Baker and Solomon Unwin, ask what stronger activity, services-led growth and improving business surveys could mean for the 2026 outlook. Read more: ow.ly/MAqz50ZzTG6
Is volatility your friend? In his latest blog, our Head of Equities, Mike Fox, explains the emergence of three categories AI winners, losers and users as AI becomes a more pronounced force in markets amid heightened volatility. Read more: ow.ly/2wZV50ZyUYB
AI is rapidly becoming a profoundly human tool. George Crowdy, Senior Fund Manager, discusses how not all companies investing in AI will succeed and there will be winners and losers. Read more here: ow.ly/jXqI50ZlWLv
#Sustainable #Equities #AI
Is this the last ever energy crisis? In his latest blog, our Head of Equities, Mike Fox, shares his latest views on the evolution of the energy sector over the decades amid the key opportunity and risks that AI presents. Read more: ow.ly/rv7l50ZkwxO
GTA VI could generate $1bn in a single day. Read Head of Global Equities, Paul Schofield’s, view on the gaming industry, which has evolved from one-off hits into persistent digital economies with serious pricing power and stickiness: ow.ly/A0vZ50ZhtHR
For cash managers operating in a data-heavy, time-sensitive environment, AI presents significant opportunities. We explain how combining the strengths of AI with the judgement and experience of cash managers opens a new world of opportunity. Read more: ow.ly/QeNM50ZgaKb
With England back in World Cup action on Wednesday, our Head of Global Equities, Paul Schofield, explains why the tournament offers some useful lessons for investors. Read more: rlam.com/uk/intermediaries/o…
#GlobalEquities #Investing
European sovereign bond yields barely moved upon the ECB’s announcement that it was raising rates by 25bps. Our Senior Fund Manager, Gareth Hill, CFA, examines market reactions to the committee’s clear messaging. Read more: ow.ly/vKfE50ZbaQT
As expected, the ECB has hiked rates by 25bps. Our economists analyse the decision and explain why they are happy assuming that the ECB will hike again this year – unless the conflict ends quickly and the Strait of Hormuz opens soon. Read more: ow.ly/k0be50Zbaj9
AI: It is and isn’t a bubble. In his latest blog, our head of equities Mike Fox shares his latest views on whether AI is a bubble and highlights that the art of investing is probabilities not certainties. Read more: ow.ly/KlnP50Z6HU7
#Equities #TheViewpoint #AI
CPI inflation in the UK fell more than expected in April. However, this is likely to be a temporary fall. Melanie Baker, explains why in July in particular, household and electricity bills are likely to rise reflecting the impact of the Iran conflict. ow.ly/Xehx50Z2Mpc
We’re pleased to have won in the category of 'Fixed Income Manager of the Year' at the Wealth and Asset Management Awards 2026. Congratulations to all the winners. See the full list here: ow.ly/SWP150Z17RL
Awards are not a recommendation or guide to the future.
UK GDP results in the first quarter this year were solid, but Q2 will likely be a different story. Our Senior Economist, Melanie Baker, examines the latest figures from the ONS and what March detail suggests for the upcoming months. Read more: ow.ly/6cnj50Z09cQ
Becoming familiar with AI isn’t about being technical, it’s about being clear. Our Head of Global Equities, Paul Schofield, explains why the people getting the most from AI aren’t always the experts, but those that are refining and trying again. Read more: ow.ly/5CTt50YYjB5
To buyback, or not to buyback? Price is the question. Global Equities Fund Manager, Matt Kirby, explains that share buybacks can work, but only when the price is right. Read more: ow.ly/qqql50YY7E9
#GlobalEquities #Investing
Volatility is high and global growth under threat. So why is credit strong? Head of Credit, Paola Binns, looks at what is driving corporate bond markets. Read more: ow.ly/88az50YW9uc
#Credit #Bondnavigators #ActiveManagement




















