Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan.
Will join in July
Gallery of managers' sweetest treats
Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification.
Starting on 6 March
Bond outlook finally looks to be changing
Niall Gallagher, investment director of European equities at GAM, talks to Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time.
Managed by Cantab team
Niall Gallagher, investment director at GAM, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.
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