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The catastrophe (cat) bond space is seeing unprecedented demand for capital.
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The dominance of US tech giants has propelled valuations, lifting the US market to a succession of new all-time highs. With the valuation gap between the US and other regions widening, GAM Investments’ Charles Hepworth discusses why investors should take a global approach in their search for quality growth, highlighting diversification opportunities in European equities.
10 min read
With the belief that emerging market equities are currently mispriced, undervalued and completely misunderstood, Tim Love, Investment Director, Emerging Markets Equities, thinks all that is missing is a ‘risk-on’ catalyst to unleash their potential. What kind of catalyst could that be?
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