At GAM Investments’ latest Fixed Income Meeting, held on 12 January, our investment specialists discussed developed and emerging market currencies, fiscal sustainability and the US housing market.
Niall Gallagher takes a look at some of the European equity themes that were ’supercharged’ over the course of 2020, discusses the importance of a focus on ESG and explains why he is optimistic on opportunities in the region this year.
GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the equity market’s counter-intuitive positive performance in the pandemic year of 2020 and the navigating investors will have to do around near-term recovery and long-term stagnation.
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