GAM

GAM Star Credit Opportunities

‘Key man risk' associated with India in the event something happens to its newest Prime Minister, Narendra Modi, could place India's economic recovery under threat, according to Madhav Bhatkuly, manager of the GAM Star India Equity fund

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.

GAM is to drop its Swiss & Global name in order to give more prominence to the Julius Baer and its own fund ranges.

Are you positioned for rate rises or cuts this year?

What are the prospects for the eurozone in 2015?

Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.

The return of value?

GAM's Charles Hepworth expects the market falls seen earlier this month to spur an end-of-year rally, making up the losses suffered by equity investors.

Could we soon see the return of MBS?