At GAM Investments’ latest Equities Meeting, held on 19 January, three of our managers discussed valuations across their respective markets.
GAM Systematic’s Dr Daniele Lamponi and Dr Lars Jaeger highlight the importance of alternative risk premia (ARP) models evolving over time and adapting to changing conditions.
After suppressing Covid-19, China’s economy has avoided the hit that its regional and global rivals have taken. Looking ahead, GAM Investments’ Julian Howard says the intrinsic case for Chinese equities rests on the growth of China's economy and the relative under-representation of its capital markets in world indices.
You could get more results if you let us know where you are and what type of investor you are - self-certify. Until you do this we cannot show you any fund information.
Please login or register to add to your watchlist.
We are not responsible for the content or availability of linked sites.
Please click OK to continue or CANCEL to return.
The content you have requested is restricted in some jurisdictions.
Please select your investment profile to continue.
Your watchlist has been updated.