GAM

With Mario Draghi extending the ECB's QE programme this month, and investors returning to US high yield following a number of recent sell-offs, managers tell Investment Week which areas of the credit sphere are likely to outperform in the coming months...

Some 45 managers named

Worked at Columbia Threadneedle and GAM

Following calls to 'sell everything' last month as markets continue to flirt with bear territory, industry experts tell Investment Week where they remain invested, the areas to avoid and, most importantly, why the market slowdown is not a new crisis in...

iPhone sales set to fall in the coming quarter

Relative value strategies useful

GAM's Niall Gallagher explains why he believes markets are only half way through the European recovery, with the next phase likely to focus on earnings growth.

Strong headwinds for the commodities sector show no sign of abating, but record share price falls for some companies have provided attractive entry points into the asset class.

Pockets of value emerging

GAM has acquired the $1.2bn real estate finance arm of London-based asset manager Renshaw Bay as it seeks to broaden its business.