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Investment Opinions
The key role of commodities
24 April 2024

In this video update Danny Dhingra, Investment Manager, GAM Systematic, highlights what he believes are the key characteristics of commodities, including their potential diversification and inflation hedging benefits against a backdrop of uncertain markets. He also delves into the themes which drive commodity prices and explains how he thinks about and invests in them.

Charles Hepworth Blog
UK’s services sector growth beats forecasts
23 April 2024

Dominant services sector expands for the sixth consecutive month, but manufacturing continues to labour.

Active Thinking
Active Thinking: Japan – Are we finally at a turning point?
18 April 2024

In recent months, Japanese equities have surged to all-time highs, fuelled by factors including corporate reforms and foreign inflows. Now, what lies ahead? Ernst Glanzmann, Investment Director, Japan Equities, examines the current landscape, where growth expectations continue to ride high.