Thursday, April 12, 2018GAM's Julian Howard: the worried well
The ‘worried well’ constitutes an established medical phenomena of patients who present to medical professionals with symptoms which – upon investigation – yield no underlying morbidity.
Thursday, April 12, 2018Higher Rates Good For Active Managers
Anthony Lawler, Co-Head of GAM Systematic, joined David Ingles and Doug Krizner to discuss the effect of volatility and political risk on hedge funds (Source: Bloomberg)
Monday, April 09, 2018Legislation for online regulation can take years
Julian Howard, head of multi-asset solutions at GAM, discusses the priorities in regulation of online and social media platforms in the U.S. (Source: CNBC)
Thursday, April 05, 2018Italian state lender CDP to take 5% stake in Telecom Italia: Report
Ali Miremadi, investment director for global equities at GAM, speaks about management of Telecom Italia (Source: CNBC)
Friday, March 02, 2018Trump tariffs hurt both the US and global economy, investment...
GAM’s Ali Miremadi says its difficult to see how President Trump’s tariffs on steel and aluminum imports do anything other than hurt the global economy. (Source: CNBC)
Tuesday, February 27, 2018Haywood: Brexit All Consuming, U.K. Snap Election Not Likely
Conservative and Labour positions on Brexit are not dramatically different, but they are a long way from what the EU wants, according to Tim Haywood, Investment Director at GAM. (Source: Bloomberg)
Tuesday, February 27, 2018GAM’s Tim Haywood Does Not Think the U.S. Is Overheating Yet
Tim Haywood, investment director at GAM, discusses the outlook for markets and if the U.S. economy is overheated. (Source: Bloomberg)
Thursday, February 15, 2018Welcome to the Post-New Normal Era in Markets
With higher U.S. wage inflation, market participants will begin to doubt the Fed can remain committed to "gradual normalization." From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Bloomberg)
Tuesday, January 30, 2018What I Learned at Davos
Davos man must change. But that cannot mean rejecting the core commitment to the view that human ingenuity, fostered by open societies and rewarded by markets, remains the sturdiest foundation for the advancement of humankind. From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Project Syndicate)
Monday, January 22, 2018Trump's First Year Echoes Obama's Record on the Economy
The two presidents are in a dead heat in terms of gross domestic product and real consumer spending, says Larry Hatheway, group head of Investment Solutions and group chief economist at GAM. (Source: Bloomberg)
Saturday, January 20, 2018There's 'Insatiable Demand' for Yield
Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the appetite for yield and what the unwinding of central bank balance sheets means to bond markets. (Source: Bloomberg)
Saturday, January 20, 2018Is the 10-Year Yield in 'No Man's Land'?
Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the 10-year yield hitting its highest level since 2014. (Source: Bloomberg)
Tuesday, January 16, 2018U.K. Dec. Inflation Rate Falls to 3%, Matching Median Estimates
Larry Hatheway, GAM Group chief economist and head of investment solutions, discusses the U.K. CPI data report with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)
Wednesday, January 10, 2018Inflation Is Main Focus for Bonds
Mark Hawtin, investment director at GAM, talks about the impact of inflation levels on bond and equity markets. He speaks on "Bloomberg Markets: European Open." (Source: Bloomberg)
Thursday, December 21, 2017Will Monetary Policy Trigger Another Financial Crisis?
Alexander Friedman, Group Chief Executive Officer at GAM Investments, identifies legacy risks from a decade of unconventional measures that central banks will soon roll back. (Source: Project Syndicate)
Wednesday, December 20, 2017US tax package ‘mildly positive,’ investment manager says
President Donald Trump’s tax cuts will be beneficial for the stock market, Julian Howard, head of multi-asset solutions at GAM, said. (Source: CNBC)
Friday, December 08, 2017Brexit a Difficult Issue To Trade On, Economist Says
Larry Hatheway, chief economist and head of investment solutions at GAM, discusses currency trading and Brexit. (Source: CNBC)
Wednesday, November 29, 2017The Possible Impact of Tax Reform
Alexander Friedman, Group Chief Executive Officer at GAM Investments, and Michael Amey, managing director and portfolio manager at PIMCO, discuss the possible impact on the U.S. if tax reform becomes law. (Source: Bloomberg)
Thursday, November 23, 2017Two Biggest Risks Now Are China and Inflation, Market Veteran Says
Larry Hatheway, who’s spent decades poring over the mechanics of financial markets and investing, says his two biggest concerns right now are China and inflation. (Source: Bloomberg)
Friday, November 10, 2017Gosden: Housebuilders are Too Expensive
Ex-Artemis fund manager Adrian Gosden is building a new UK equity income portfolio at GAM - which means some old favourites are abandoned as overvalued. (Source: Morningstar)
Monday, October 30, 2017GAM's Gosden: 'You Won't See Me At Another Firm In Two Years' Time'
Fund manager Adrian Gosden, who joined GAM in September after 13 years at Artemis, has revealed the drivers behind his new equity income fund, due to launch on platforms on 6 November. (Source: Investment Week)
Tuesday, October 17, 2017The Balanced Portfolio Has Had Its Time
The days are numbered for the multi-asset trinity of positive correlation, high return and low volatility, says Larry Hatheway, GAM chief economist. (Source: Bloomberg)
Thursday, October 05, 2017GAM Preps for a Different Quant Future
GAM Systematic is experimenting with artificial intelligence and data science to ensure it is well positioned for the next wave of quantitative investing. (Source: Institutional Investor)
Thursday, September 07, 2017GAM Economist Says Draghi Not Finding Audience in Markets
Larry Hatheway, GAM chief economist, discusses investor reaction to ECB President Mario Draghi's remarks about the euro with Bloomberg's Scarlet Fu, Joe Weisenthal and Abigail Doolittle on "What'd You Miss?" (Source: Bloomberg)
Wednesday, December 21, 2016Has China Put the Brake on M&A?
This month Beijing announced new capital controls measures, including curbs on international renminbi payments and gold imports and, crucially, restrictions on outbound mergers and acquisitions. Roberto Bottoli, a manager of GAM's merger arbitrage strategy, discusses the implications. (Source: CNBC)
Tuesday, December 20, 2016Political Risk Won't Dissuade Markets
Julian Howard, head of Multi Asset Solutions at GAM, discusses the impact of populism on markets and his outlook for the global economy in 2017. (Source: Bloomberg Daybreak)
Monday, December 19, 2016Fundamentals Supportive for Equities in 2017
US equities will drift upwards, thanks in particular to technical flows says Julian Howard, head of Multi Asset Solutions. He discussed his outlook for 2017 arguing that as long as fundamentals continue to improve, investors should take comfort. (Source: Bloomberg)
Tuesday, December 13, 2016Trump a Generation Too Late to Fulfil His Ambitions
Julian Howard, head of Multi Asset Solutions, looks ahead to the Trump administration. (Source: Citywire)
Monday, December 12, 2016The Companies to Back in the Event of a Eurozone Political Crisis
Niall Gallagher, investment director, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.
Friday, December 09, 2016From Cyborg To Cyber Monday: The Indirect Infiltration Of AI
The 1980s AI revival claimed that robots would alleviate the drudge jobs from our lives and free up plentiful leisure time, bringing rise to fears of a Terminator-style cyborg uprising, where humans became enslaved by their robotic overlords. This time round the big developments are focused around specific goals with more subtle impacts, namely in the areas of online shopping and digital butlers. Mark Hawtin and Chris Woodcock discuss the investment potential. (Source: Huffington Post)
Thursday, December 08, 2016Lack of Productivity Has Held Back Us Growth in Recent Years
Julian Howard, head of Multi Asset Solutions, takes a look at the state of the U.S. economy. (Source: CNBC)
Monday, December 05, 2016Italian Referendum - Quo vadis?
Enzo Puntillo, Head of Fixed Income in Zurich, discusses the outcome of the constitutional referendum held in Italy with Swiss TV SRF Börse. (Source: SRF)
Friday, December 02, 2016After the BRICs, it's Time to Focus on the VARPs
Tim Love, Investment Director for Emerging Market Equities, comments on the new emerging markets to watch. (Source CNBC)
Tuesday, November 29, 2016Trump Has Strong Economic Tailwinds
Larry Hatheway, group head of GAM Investment Solutions and group chief economist, discusses President-elect Donald Trump's effect on the U.S. economy. (Source: Bloomberg)
Friday, December 18, 2015A Look at the Health of the Chinese Economy
Tim Haywood, Investment Director and Business-unit Head for Fixed Income, discusses the China beige book and the state of the economy. He speaks to Bloomberg's Jonathan Ferro on "On The Move."
Wednesday, December 16, 2015How the Fed Just Reduced Inequality
The US Federal Reserve has finally done it, raising interest rates for the first time in almost a decade. The ramifications for interest-rate spreads, emerging-market equities, and housing demand, among much else, are the subject of widespread debate. But, as markets learn to cope with a less accommodative monetary policy, there could be an important silver lining, which most people have ignored.
Friday, December 11, 2015Will Oil and Fed Mean More of the Same for 2016 Markets?
Larry Hatheway, GAM’s Chief Economist and Head of Multi-Asset Portfolio Solutions, speaks on “Bloomberg Surveillance”. He discusses the impact of lower oil prices and a potential Federal Reserve rate hike on 2016 markets and looks at currency concerns for Russia and South Africa.
Thursday, November 26, 2015BOE Won't be Hiking Rates Anytime Soon
Chris Morrison, Investment Manager, on CNBC's Capital Connect.
Wednesday, November 11, 2015Is It Time for Global Money?
In their opinion piece for Project Syndicate, Larry Hatheway and Alexander Friedman argue that strengthening multilateral institutions offers the best chance of reviving global growth.
Monday, November 09, 2015How I Survived China’s Black Monday
GAM Investment Manager Jian Shi Cortesi discusses China’s recent stock market crash and explains the differences to the West’s investing culture in The Telegraph.
Thursday, November 05, 2015Facebook Looks to the Future, Is It Delivering?
GAM Investment Director Mark Hawtin discusses his outlook for Facebook. He speaks on "Bloomberg Surveillance."
Thursday, November 05, 2015Ad Pricing Rises for FB, Falls for TWTR: Hawtin
Shares of Facebook are surging 5 percent after earnings beat Wall Street's expectations. Mark Hawtin, GAM Investment Director, discusses the company's success with targeted advertising on CNBC.
Wednesday, November 04, 2015Interview on Saudi Arabia with Enrico Camera (in German)
Enrico Camera, investment director, talks about the potential of Saudi Arabia from an investor’s point of view in the German Boersen-Zeitung.
Tuesday, November 03, 2015Are China's Efforts to Encourage Births Working?
Alexander Friedman, chief executive officer at GAM, discusses the relaxation of China's one-child policy and its impact on the economy on Bloomberg.