PA Congress Insight: UK growth expansion down but a long way from out: RLAM’s Platt

Added 8th July 2016

Given the UK economy is in its seventh year of growth default rates rising is more media talk than reality in the bond areas that RLAM’s Jonathan Platt invests in.

Head of fixed income at RLAM Jonathan Platt is of the opinion that we are coming to the end of economic expansion in the UK but given interest rates are so low this is going to be a very long cycle so there is no reason for undue concern.

The exception, he suggests, is in the energy sector where he is seeing some defaults following the oil price falls at the end of last year.

What he does point out in this interview is that 2009 and the start of the growth period was a ‘once in a lifetime’ opportunity given how cheap valuations were.

Sponsors

Overseas earners will be key amidst 2017 inflation

Sponsored by Neptune

Overseas earners will be key amidst 2017 inflation...

A by-product of sterling weakness is inflation, and we expect this to continue to gather steam over the coming months, with energy and food prices the hardest hit....

Kames Income Hub

home_research_centre

Vincent McEntegart, manager of the Kames Diversified Monthly Income Fund, explains how he aims to deliver a stable and sustainable income of 5% p.a.*, paid monthly, by investing in a range of asset classes

Square Mile Research

AXA Distribution Fund
AXA Distribution Fund

Talking Factsheets is a video service for users...

Visitor's Comments Add your comment

Add Your Comment

We won't publish your address

About Author

Gary Corcoran

Director

Portfolio Adviser & International Adviser

Gary Corcoran is the editorial director for Portfolio Adviser, International Adviser and Fund Selector Asia. He is also programme director and chairman for events hosted across the UK, South Africa, Middle East and Asia. Gary joined Last Word Media in August 2006 as the launch editor of Portfolio Adviser, having previously worked at Bacon & Woodrow, Legal & General, FT Business and MSM International.

Profiles

Viewpoint

Investment Strategy

Feature

Events

PA SRI 2017
PA SRI 2017

Tuesday 21st February
Radisson Blu Edwardian Bloomsbury Street Hotel, London

PA Japan 2017
PA Japan 2017

Wednesday 8th March
Furniture Makers' Hall, London

PA Dublin 2017
PA Dublin 2017

Tuesday 14th March
Westbury Hotel, Dublin

PA Asia 2017
PA Asia 2017

Wednesday 22nd March
Furniture Makers' Hall 

Sponsored Content

Investment Strategy

OTHER STORIES FROM LAST WORD...