Gam
What are the challenges for bond investors as hunt for yield pushes them into riskier areas?
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 market's high correlation with FX rates not justified by fundamentals
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.
What do falling profits mean for markets?
Julian Howard, investment director in GAM's Multi-Asset Class Solutions team, analyses the implications of elevated equity valuations and falling earnings for investors
Where now for oil after recent bull run?
Commentators see 'natural rebalancing'
GAM to cull 140 jobs by 2017 in cost-cutting push
Profits nearly halve in H1 2016
Allfunds expands fund research team with GAM hire
Durmaz joining on 1 September
What is the right strategy when investing in Japan?
Index 'substantially' below all-time peak
Alliance Trust appoints Dobie to board
Previously flagged 'lack of gender diversity' on board
Which European sectors have recovered the strongest?
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.
What is your current US allocation and how are you gaining exposure? (Part I)
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.
How has the perception of mortgage-backed securities changed since 2008?
Serious hit between 2007 to 2009
GAM to acquire Taube Hodson Stonex
THS to become part of GAM brand
What are the best diversification strategies for uncertain markets? (Part II)
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...
GAM expands multi-asset range with pair of target return funds
Offer alternative to bonds
Outsourcing experts launch online DFM platform DISCUS
Backed by support services company Bankhall
Latest rebalancing cycle unlikely to lead to 'V-shaped' recovery
Recent decisions by both the Federal Reserve and the European Central Bank have helped break the trend of tightening global liquidity conditions.
Europe versus US: Where are the best high yield opportunities?
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...
Which managers stormed FE's Alpha Manager 2016 Hall of Fame?
Some 45 managers named
Neuberger Berman poaches PIMCO's Rowe for marketing role
Worked at Columbia Threadneedle and GAM
Keep calm and carry on? The best strategies in the face of elevated volatility (Part I)
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...
Apple 'bets big' on China despite lower iPhone sales
iPhone sales set to fall in the coming quarter
GAM's Reece: How credit derivatives can help support bond fund performance
Relative value strategies useful
Is Europe's 'fiscal impulse' enough to help boost earnings growth?
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.
Most read
