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A Collection of Investment Thoughts

Sunday, September 29, 2013

A Collection of Investment Thoughts

GAM's Managed Portfolios Investment Team have published their latest "A Collection of Investment Thoughts", a compilation of their macro views over recent months. The topical articles in this edition include:

  • What can private clients do about Europe?
  • Art, wine, classic cars..., er, equities?
  • Commodities - beyond the super-cycle

Read the full article here