Global macro funds could receive a performance boost following a difficult year, as divergent central bank policies create a favourable environment for top-down investing, according to GAM's Charles Hepworth.
Hepworth (pictured), investment director in charge of GAM’s discretionary fund management service, said global macro strategies that were particularly badly hit in 2014 should bounce back this year. ...
Industry Voice: Chris Taylor discusses the outlook for Japan, explaining why corporates are producing record aggregate profits and profits growth.
Comes in on 9 December 2019
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