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Our Thinking
Articles
- The Disruptive Strategist – AI and machine learning: Automating the lending landscape
- UK inflation hits 9%, the highest reading in over 40 years
- Efficient Portfolio Allocation in a Time of Slowing Growth
- Emerging market hard currency debt: An attractive entry point with potential opportunity for alpha
- The elephant in the room: China from an emerging markets investor’s perspective
- UK GDP shrinks as cost-of-living crisis hits
- The Disruptive Strategist - The Perfect (Storage) Storm
- US inflation still runs hot
- How inflation might just go away
- The Disruptive Strategist - Semiconductor shortage: is equilibrium in sight?
- News & Media
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Our Thinking
Investment Opinions
The Disruptive Strategist – AI and machine learning: Automating the lending landscape
20 May 2022
Artificial intelligence (AI) and machine learning (ML) are among the most transformational emerging technologies and we are in the foothills of seeing these being applied to lending. GAM Investments’ Kevin Kruczynski explains why he thinks this could be positive for both borrowers and the banks.
Investment Opinions
Efficient Portfolio Allocation in a Time of Slowing Growth
18 May 2022
Following a decade of sustained global growth and further rate hikes on the horizon, forward looking yields across both equities and fixed income now appear challenging. Investors are increasingly seeking alternatives that can allow them to diversify their portfolio away from traditional equities or duration risk.
Investment Opinions
Emerging market hard currency debt: An attractive entry point with potential opportunity for alpha
16 May 2022
Emerging market (EM) hard currency sovereign yields are now at their highest level since the global financial crisis, excluding the Covid-induced sell off in March 2020, says Richard Briggs.
Investment Opinions
The elephant in the room: China from an emerging markets investor’s perspective
12 May 2022
Buffeted by various headwinds in recent years and now plunged into further uncertainty by Covid lockdowns, China has been largely shunned by investors of late. However, with government stimulus beginning to emerge and plenty of tools left in the toolbox GAM Investments’ Tim Love considers whether China currently offers value for investors.
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