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a contrarians guide to the 2017 equity market

A contrarian’s guide to the 2017 equity marketSubscription

Tue, 17 Jan 2017

The turn of the calendar ’s page to a new year is a time to reflect on the prior 12 months and also to look ahead. It seems like a long time ago now, but as 2016 began, stocks and other higher-risk assets initially sold off.

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fixed income high yield financials

Fixed income high yield financialsSubscription

Thu, 19 Jan 2017

High yield bonds issued by financial sector companies, including Contingent Convertible bonds (CoCos), have become a stand-alone asset class. 

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reit managers and the active advantage

REIT Managers and the Active AdvantageSubscription

Thu, 19 Jan 2017

Should you simply take what the market gives, or strive for more? It depends. Passive index funds may work well for certain investments, but REITs are one area where active managers have historically given investors an advantage.

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sustainability investing in the uk an asset owners perspective

Sustainability Investing in the UK: An Asset Owners Perspective

Tue, 10 Jan 2017

Robeco has published a new Insight Report which explores the UK market’s sustainable investing landscape and the key themes driving its evolution from an asset owner’s perspective.

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global macro ahead in quiet start to the year

Global Macro Ahead in Quiet Start to the YearSubscription

Mon, 16 Jan 2017Updated: Tue, 17 Jan 2017

Ahead of the U.S earnings season, markets have taken a breather. This is in stark contrast with the beginning of 2016, when U.S. equities experienced their worst start to a year on record.

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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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macro and ctas outperform as the dollar climbs higher

Macro and CTAs outperform as the Dollar climbs higherVideoSubscription

Fri, 13 Jan 2017Updated: Tue, 17 Jan 2017

Hedge Fund Briefs: January 2017

catalysts for change our 2017 investment outlook index

Catalysts for Change: Our 2017 Investment OutlookVideoSubscription

Tue, 29 Nov 2016

We surveyed the state of the markets on behalf of multi-asset, fixed income, equity, and private market investors around the world.

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