16 October 2018

October Monthly Global Equities Outlook – Royal London

Will Kenney, Senior Fund Manager, presents our latest global equity monthly update. He explores why asset reinvestment in aggregate has been weaker in listed equities since the global financial crisis. This shortage of internal investment opportunities for companies has led to less capital reinvestment and increasing share buy backs and acquisitions. He explains how the RLAM equity team approach, based on lifecycle insights, helps to identify corporate wealth creation which is the dominant factor in long term shareholder returns.