On Demand : Tuesday 14 September 2021
GAM Investments presents – GAM Active Equity Series: Innovative Alpha Generation.
Three of our investment experts, Mark Hawtin, Niall Gallagher and Jian Shi Cortesi, discussed megatrends currently dominating equity markets and how themes can be harnessed to generate client alpha. Highlights:
- Consumer growth in Asia, particularly China, remains a key focus and a dominant theme across portfolios. Companies with brand strength, notably in luxury, retail and consumer staples sectors, have benefited from their ability to drive superior pricing power.
- Decarbonisation has become a global imperative and in Asia. The opportunity set is vast and ranges from world-leading green energy development, electric vehicle technology and rare earth materials needed for electric batteries. The move towards decarbonisation is supported by government policy and is embedded in China’s latest Five-Year Plan.
- For the disruptive theme, we believe there are ever-growing opportunities globally, including China consumer growth and decarbonisation, where innovative technologies and solutions continue to emerge. Following recent regulatory change in China, it is our view that a focus on business-to-business names could prove more valuable for investors.
Click here to read a write-up of the event.
If you were unable to join, or wish to view the full video, you can access the recording by clicking the button above.