Macro Views
Emerging Markets | 16 Dec 15
India’s growth momentum lifts equity funds
For funds invested in Indian equities, 2015 is shaping out to be a good year as the country shows that it is able to reward investors with its resilient domestic consumer base.
Investors maintain cautious approach for ASEAN
Against a backdrop of low commodity prices and souring consumer sentiment, regional fund selectors are choosing to adopt a more cautious approach toward ASEAN.
Macro Views | 15 Dec 15
Eight geopolitical dangers looming in 2016
Geopolitical risks are inherently difficult to predict, but here are some of the key issues GAM investment experts are watching in 2016.
Fixed Income | 15 Dec 15
ANALYSIS: Just how clever is the Fed boxing?
The last time the Federal Reserve raised interest rates, Daniel Craig had just taken on the mantle of James Bond and Sylvester Stallone had just successfully resurrected the Rocky franchise from the ignominy of 1990’s Rocky V.
Fixed Income | 10 Dec 15
Carney holds fire on rates as confidence dips
The Bank of England confirmed today rates will be held steady at 0.5% as widely expected just as data emerged showing a small dip in UK consumer confidence.