Use non-mainstream assets when conventional ones don’t cut it
When deciding on an investment strategy the temptation may be to follow the herd where there is safety in numbers, but sometimes it’s better to take the road less travelled.
GAM
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How can you make money in bonds? We ask Adrian Owens, investment director at GAM
We asked Adrian Owens, investment director, fixed income and currencies, GAM, how is it possible to add value in bonds?
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Why Trump has helped EM equity managers
Donald Trump’s administration has presented more opportunities than problems for emerging market equity managers, argues GAM’s Tim Love.
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VARP – a wonderful way of playing the EM theme
VARP is the latest hot EM acronym. GAM’s Tim Love explains why the combination of Vietnam, Argentina, Romania and Pakistan is such a compelling investment case right now.
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ANALYSIS: EM outperformance – will the consensus hold?
There seems to be an investor consensus that EM stocks will continue to outperform both in the short and medium term. But what does that say about the absolute returns to be expected, and how should investors assess the dual threat Donald Trump and Fed rate hikes?
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No market correction ahead, say fund buyers
Investors in Denmark are almost universally bullish about European equities. Though sentiment towards US equities is considerably less buoyant, a market correction isn’t thought to be an imminent threat.
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Brexit impact on EU-27 will be minimal, claims GAM
The economic impact of Brexit on continental Europe will be small, according to Niall Gallagher, investment director of European equities at GAM.
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GAM makes UK acquisition in defiance of Brexit worries
GAM, the acquisitive Swiss asset manager, has made another move. It announced today it bought the UK-based multi-strategy systematic manager Cantab Capital Partners for $217m (€195m).
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Rock-bottom interest rates are biggest threat to investors, says fund manager
Record-low interest rates are the number-one risk to investors, even if they stay at their current levels, said Greg Woodard, who is part of the management team of the GAM Star Global Quality Fund.
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Fund managers keep fretting about Brexit despite low odds
Bookmaker William Hill cut its odds for Britain to vote to remain in the EU to 1/5 yesterday, implying a probability of just 15% for Brexit to occur. Nevertheless, fund managers remain seriously worried it might well happen.
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Fund managers ridicule rating agencies at Expert Investor Denmark
“I don’t think rating agencies are corrupt, I believe they are incompetent,” Healey continued. Their analysts are often inexperienced as they are often quickly poached by investment banks, he explains. “They have a very opaque structure as well. All their decisions have to be reviewed by investment committees, which are populated by business people, not…
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Will Greece leave the euro? It looks increasingly likely, say fund selectors
When we asked a crowd of Belgian fund selectors back in January about the possibility of a Greek exit from the euro, only 13% deemed that likely to happen. At our Pan-European Congress in Rome last month, the share of Grexit-believers had almost tripled to 37%. At Expert Investor Denmark earlier this week, it exceeded 50%…