We have a comprehensive range of active investment strategies across asset classes and styles.
Since our foundation in 1983, we have been a leading provider of investment solutions to some of the world’s largest pension funds, financial institutions, insurers, and sovereign wealth funds.
Our aim is to be the specialist investment partner of choice for our institutional clients. This means having a long-term perspective, understanding their individual needs and working with them to provide customised solutions. We have a history of pioneering new asset classes and strategies to achieve their objectives, whether informed by regulation, investment priorities or market opportunities, whilst being committed to excellent client service.
While the stakes of the upcoming US election are theoretically higher than usual, GAM Investments’ Julian Howard says it should be remembered that the relationship between US politics and investment markets is not a direct one.
Mark Hawtin suggests recent market events might be indicative of a surprisingly uncertain future.
Atlanticomnium’s Romain Miginiac suggests AT1 contingent convertible bonds (CoCos) are well positioned to outperform in the coming years underpinned by resilient credit quality in an uncertain environment and remote default risk in the context of rising defaults.