Global macro funds could receive a performance boost following a difficult year, as divergent central bank policies create a favourable environment for top-down investing, according to GAM's Charles Hepworth.
GAM is to drop its Swiss & Global name in order to give more prominence to the Julius Baer and its own fund ranges.
Are you positioned for rate rises or cuts this year?
What are the prospects for the eurozone in 2015?
Poor performance from European cyclicals has been at odds with improving economies, but GAM's Niall Gallagher believes forced deleveraging from hedge funds is behind the stock price weakness.
GAM's Charles Hepworth expects the market falls seen earlier this month to spur an end-of-year rally, making up the losses suffered by equity investors.
The Big Question: Which small funds are your hidden gems?
David Solo has stepped down from his role as group chief executive officer of GAM Holding AG after a decade, to be replaced by Alexander Friedman.