17 August 2017
Harvesting Merger Arbitrage Premiums
In the prevailing environment, investors are finding fewer and fewer sources of meaningful yield with low volatility from the fixed income universe. GAM’s Roberto Bottoli describes a potentially unconsidered alternative with a return profile offering a low correlation to traditional investment strategies.
15 August 2017
Larry Hatheway on Markets - August 2017
Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses how global equity and bond markets are performing, the outlook for the dollar and whether economic expansion in emerging markets is sustainable.
10 August 2017
Japan: Time to Refocus on Earnings
As featured in Investment Week, Ernst Glanzmann and Reiko Mito, Japanese equity managers at GAM, discuss why the reporting season in Japan will refocus investors' attention on earnings.
8 August 2017
Sterling: Pounded Down Far Enough?
The British pound has been the subject of repeated doom-mongering since the Brexit referendum more than a year ago. Joachim Corbach, GAM’s Head of Currencies and Commodities, questions whether there really is more material downside for sterling from the prevailing depressed levels. This article originally featured in Fund Strategy.
4 August 2017
Normalisation: A Turning Point?
Tim Haywood, investment director for fixed income, says that with policy normalisation from central bankers in both Europe and North America driving bond yields aggressively upwards, June may be remembered as a turning point for fixed income markets.
1 August 2017
MBS: Size, Depth & Liquidity
With a low volatility profile and steady yield, returns from mortgage-backed securities beat other medium and high-quality fixed income securities over time. The market has had a radical reform since it took a hit during the financial crisis; those who seek a truly diversified global fixed income strategy should investigate the revised offering. Tom Mansley and Garry Singleterry explain why investors may find that the opportunity is too good to miss.
27 July 2017
Larry Hatheway on Markets - July 2017
Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for the remainder of the second quarter earnings season and monetary policy over the next quarter.
25 July 2017
India: On the Cusp of a Multi-year Bull Market?
Madhav Bhatkuly considers recent milestones for the Indian economy, including the implementation of the Goods and Services Tax bill and the rapid transformation of the financial services sector, and explains why Indian equities could be on the cusp of a multi-year bull market.
19 July 2017
As featured in Citywire Wealth Manager, Larry Hatheway, chief economist and head of GAM Investment Solutions, explains how active and passive strategies play a part in GAM’s multi-asset portfolios.
13 July 2017
The David and Goliath Aspects of China's A-share Market
Tim Love, investment director for emerging market equities, considers the significance of the inclusion of China A-shares in the MSCI Emerging Markets index.