Investment Strategy
Macro Views | 17 Dec 15
ANALYSIS: Does this mean we can start talking about fundamentals again?
Finally! After two and a half years of mixed messages and muddled data, of volatility and vacillation we can talk about something other than the Fed’s first rate hike in nine years.
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.
Commodity rout unnerves investors
The pain felt among energy and mining producers looks set to worsen as investors concerned about default rates have started cutting their exposure to the sector.
Look no further than equities for diversification
Invesco’s Alexander Tavernaro explains why he sees equities as the answer when looking for diversification away from…erm…equities.