Managers tell Investment Week about the difficulties of dealing with record low yields in traditional fixed income sectors, and whether areas such as emerging market debt are worth considering.
Quick-fire interview with GAM multi-asset head: Why equity rotation is the name of the game and the impact of a Trump presidency
Larry Hatheway, GAM group head of Multi-Asset Portfolio Solutions and group chief economist, talks to editor Katrina Lloyd about the challenges of effective diversification in these markets, and where he is finding opportunities.
Japanese companies are in a good position to deliver attractive returns to their shareholders in the years ahead, writes Reiko Mito, portfolio manager at GAM.
Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors
Commentators see 'natural rebalancing'
Profits nearly halve in H1 2016
Durmaz joining on 1 September
Index 'substantially' below all-time peak
Previously flagged 'lack of gender diversity' on board
Following the crescendo of the European sovereign debt crisis in 2011, scepticism plagued investors across the continent, leaving the economy in a fragile, lethargic state.
Multi-asset managers tell Investment Week their current US positioning in the face of further market volatility as interest rate rises and the presidential election loom later in the year.
Serious hit between 2007 to 2009
THS to become part of GAM brand
As managers continue to search for uncorrelated assets which are able to achieve 'true' diversification in difficult market conditions, managers tell Investment Week in this two-part feature their strategies for constructing the perfect multi-asset portfolio...
Offer alternative to bonds
Backed by support services company Bankhall
Recent decisions by both the Federal Reserve and the European Central Bank have helped break the trend of tightening global liquidity conditions.
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.