Since September 2016, he has been group head of investment solutions and group chief economist, overseeing GAM's private clients, charities, multi asset and alternative investments solutions teams. Prior to joining the Group, he was managing director and chief economist at UBS Investment Bank. He was UBS’s global head of macro strategy from 2008 to 2012 and global head of asset allocation from 2000 to 2012. Larry was also UBS’s global head of fixed income and currency strategy. Before joining UBS in 1992, he held roles at the Federal Reserve, Citibank and Manufacturers Hanover Trust. Larry holds a PhD in economics from the University of Texas, an MA from the Johns Hopkins University, and a BA from Whitman College. He was born in 1958 and is a US and UK citizen.
4 December 2018Larry Hatheway on Markets: Continued market volatility
GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing whether he expects market volatility to spread beyond global equities, if any region could be poised to replace the US as the driver of growth and what catalyst could encourage investors to re-engage with markets.
20 November 2018Multi Asset Perspectives: Post-peak trauma
Earlier this month the asset allocation committee met amid the market volatility of Q4 2018 to consider the outlook through year-end. A brief summary follows.
9 November 2018Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 7 November 2018, this week’s speaker Larry Hatheway commented on the US mid-term election results and how this might impact markets going forward.
1 November 2018Larry Hatheway on Markets: Post-peak = Turbulent times
GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing recent market turbulence and whether the bull market is over; the next policy moves by the Fed and ECB; as well as the upcoming US mid-term elections.
18 October 2018Multi Asset Perspectives: Rotation, Pause or Correction?
Earlier this month the asset allocation committee met to discuss the outlook for markets for the remainder of 2018. A brief summary follows.
25 September 2018Central bank communication: The perils of clarity
With the Federal Reserve expected to raise US interest rates again at its latest meeting, GAM Investments’ Larry Hatheway considers whether US monetary policy is now approaching the neutral zone and whether this might impact the transparency of the central bank’s forward guidance going forward.
18 September 2018Multi Asset Perspectives: Quality is king
The asset allocation committee met in early September to discuss the outlook for markets for the rest of 2018. A brief summary follows.
11 September 2018Larry Hatheway on Markets - September 2018
GAM Investments’ Larry Hatheway outlines his latest multi-asset views, discussing what has caused the sharp bifurcation of market performance this year, whether equity markets will be driven by rotation and fresh leadership, and the key risks to markets for the remainder of 2018.
Tuesday, August 14, 2018Stick with quality
GAM Investments’ group head of investment solutions and chief economist, Larry Hatheway, summarises his view of the prevailing market conditions and provides his investment outlook for the second half of 2018.
Tuesday, August 07, 2018The Trade Leadership Deficit
Even if Donald Trump’s protectionism proves to be a short-run aberration, US global dominance is likely to continue to decline. GAM Investments’ Larry Hatheway believes to ensure that US hegemony gives way to a peaceful and prosperous global balance of power, the European Union must step up.