GAM ALPHA SERIES MIDDLE EAST - PORTFOLIO OPPORTUNITIES AS GROWTH RETURNS

On Demand : Tuesday 22 June 2021

GAM Investments’ Middle East Team presents: Portfolio Opportunities As Growth Returns

A macroeconomic discussion featuring three of our portfolio managers; Charles Hepworth, Investment Director, Managed Portfolio Services; Gregoire Mivelaz, Investment Director, Credit Opportunities; and Swetha Ramachandran, Investment Manager, Luxury Brands. The event will be moderated by Philip Rosenberg, Head of Distribution, Middle East.

Key discussion topics include:

  • Navigating the economic growth rebound, interest rate rises and alternatives to bonds in the multi-asset space.
  • Opportunities for attractive returns in fixed income markets and what bond investors seek amid the current cyclical recovery and continued accommodative central bank policy.
  • Investment opportunities in the luxury sector and the power of the young Asian consumer. 

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