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navigating the energy sector with wfam special us mid cap value

Navigating the energy sector with WFAM Special U.S. Mid Cap ValueSubscription

Tue, 21 Feb 2017

As “value” investors, we recognize that our opinions often cut against the grain. We also recognize that even the best investors are wrong quite frequently and we believe that not knowing the price for being wrong can be catastrophic.

All equities white papers

so long bond bull market

So long, bond bull marketSubscription

Tue, 21 Feb 2017

Key drivers shaping bond markets have changed. Keeping a global perspective and knowing which macro signals to watch for can help you prepare for changes in bond yields. The world is slowing adjusting to the idea that monetary policy will transition to stimulative fiscal policy.

All fixed income white papers

assessing the market fundamentals supporting the uk build to rent sector

UK residential investment: Assessing the market fundamentals supporting the UK Build-to-Rent sectorSubscription

Wed, 15 Feb 2017

Despite the UK voting for Brexit on 23 June 2016, the underlying market fundamentals that have been driving the potential opportunities in the UK Build-to-Rent sector (also known as the Private Rented Sector) continue to remain sound, in Invesco Real Estate’s view.

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will 2017 herald a commodity bull market

Will 2017 herald a commodity bull market?Subscription

Tue, 21 Feb 2017

After commodity prices bottomed in early 2016, demand is outstripping supply once again, suggesting the next bull market may be approaching. Across commodity markets as a whole, we expect 2017 to be another positive year.

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behavioural interventions series paper three committed disengaged suspicious or falsely secure what type of pension saver are you

Behavioural Interventions Series: Paper Three Committed, Disengaged, Suspicious or Falsely Secure - What type of pension saver are you?Subscription

Tue, 21 Feb 2017

Saving for retirement is for most a complex and inaccessible topic, which is perhaps why many people switch off rather than engage with it head-on.

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Top 100 Real Estate Investment Managers survey top 100 tree smalldouble blackarrow


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Top 100 Real Estate




IPE Investment Manager Expectations Indicator double blackarrow

Each month IPE surveys around 100 asset managers with one or more European segregated mandates for their predictions for equities, bonds and currency markets in the next 6 to 12 months

investment manager expectations indicator

single redarrow Manager expectations January 2017

What a difference a month makes. With the previous indicator poll taken days before the US election, these results illustrate how managers have digested markets’ reactions to the outcome. If the pre-election responses could be described as cautious, post-election sentiment could be described in the increasingly familiar tone of the newest world leader, as “really, really amazing”....read more

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GAM
At GAM, we value original thinking, swift decision making and a disciplined approach to investing. Our job is to put clients’ capital to work to help them achieve their aspirations and make sense of the markets through our insights and investment acumen.

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GAM - Outlook - Key Events in 2017

2017 Outlook: Key events in 2017
With so much happening in parallel across political, economic and financial landscapes, it seems daunting to try to identify the one event that shaped 2016. In the following short statements, our investment experts share their predictions on which events will prove pivotal in 2017....read more

GAM - A single wish for 2017

A single wish for 2017
Twelve months ago I published a holiday wish list of five things I hoped would prevail in 2016. That list included more equitable distribution of income, dollar stability, greater business investment, increased infrastructure spending and a dose of common sense in politics....read more


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hedge fund briefs february 2017

Fixed Income Arbitrage Outperforms In A Rising Rate EnvironmentVideo

Mon, 13 Feb 2017Updated: Thu, 16 Feb 2017

Hedge Fund Briefs - February 2017

2017 the revenge of eurozone markets

2017: The revenge of Eurozone markets?Video

Tue, 7 Feb 2017Updated: Thu, 16 Feb 2017

Since the euro crisis, US stocks staged almost twice as much performance than Eurozone equities. Will Eurozone markets start taking revenge in two thousand seventeen? We believe it’s time to reconsider this issue.

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IPE QUEST

Your first step in manager selection...

IPE Quest is a manager search facility that connects institutional investors and asset managers.

  • DS-2267

    Closing date: 2017-02-22.

  • DS-2277

    Closing date: 2017-03-03.

  • QN-2279

    Asset class: European leveraged loans.
    Asset region: Europe.
    Size: EUR 150m.
    Closing date: 2017-03-08.

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