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.
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
Previously flagged 'lack of gender diversity' on board