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.
The eurozone remains in a low growth, low inflation environment. Romain Miginiac, Head of Research at Atlanticomnium, believes the record levels of negatively yielding debt worldwide could be to the advantage of European financials offering subordinated debt.
The luxury sector is changing with the times, according to GAM Investments’ Swetha Ramachandran. She believes secular trends in the urbanised areas of emerging markets (EM), particularly in Asia, as well as evolving demographics are significantly impacting consumers’ marginal propensity to spend here, providing a tremendous boon to Western luxury brands with strong heritage and provenance.
Economic indicators suggest a global recession is unlikely, and any resolution of the China-US trade war could provide further relief, says GAM Investments’ Charles Hepworth. However he believes the UK could be moving closer to recession territory.