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GAM webcast channel

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  • When QT replaces QE…
    When QT replaces QE…
    Adrian Owens Recorded: Feb 14 2019 37 mins
    Economic fundamentals are reasserting themselves as market drivers after a prolonged period of “mispricing” driven by unconventional policies.

    This is creating headwinds for traditional asset classes and leading investors to look elsewhere for returns.

    Adrian Owens, Investment Director of the GAM Global Rates Strategy, will outline the historically stretched opportunities he sees in the rates and currency markets in this environment.

    He will also touch on the importance of liquidity as monetary policy tightens.

    Register for the webcast to find out more and pose your questions to Adrian.
  • GAM Star Credit Opportunities GBP fund update
    GAM Star Credit Opportunities GBP fund update
    Gregoire Mivelaz Recorded: Jan 23 2019 28 mins
    Gregoire Mivelaz, portfolio manager of the GAM Star Fund plc – GAM Star Credit Opportunities GBP Fund, will consider the current environment for bond investing and provide an insight into the fund's performance and positioning.

    Register for the webcast to find out more and pose your questions to Gregoire.
  • Model portfolio service quarterly - What will 2019 bring?
    Model portfolio service quarterly - What will 2019 bring?
    Charles Hepworth Recorded: Jan 10 2019 38 mins
    Join Charles Hepworth, Investment Director for GAM’s Model Portfolio Service, as he considers the prospects for 2019.

    Register for the webcast to find out more and pose your questions to Charles.
  • Introducing GAM UK Equity Income
    Introducing GAM UK Equity Income
    Adrian Gosden, Chris Morrison Recorded: Jan 4 2019 5 mins
    The GAM UK Equity Income Fund launched a little over one year ago.

    With a successful first year under their belt, fund managers Adrian Gosden and Chris Morrison introduce themselves, outline how they work together and explain how they see the UK Equity Income space.

    In a crowded marketplace, it pays to stand out. Find out how the GAM UK Equity Fund achieves this.
  • GAM UK Equity Income - reflections on year 1
    GAM UK Equity Income - reflections on year 1
    Adrian Gosden, Chris Morrison Recorded: Jan 3 2019 3 mins
    One year has passed since the launch of the GAM UK Equity Income Fund. Over a challenging and volatile first year, the fund delivered top quartile performance and comfortably outperformed the FTSE All Share index.

    Fund managers Adrian Gosden and Chris Morrison review a turbulent year where a nimble approach was vital. There are several investments in their top 10 holdings that did not exist in the portfolio 12 months ago.

    Find out how their active approach helped them keep ahead of the pack.
  • UK Equity Income - an obvious opportunity?
    UK Equity Income - an obvious opportunity?
    Adrian Gosden, Chris Morrison Recorded: Dec 11 2018 6 mins
    One year has passed since the launch of the GAM UK Equity Income Fund. Over a challenging and volatile first year, the fund delivered top decile performance and comfortably outperformed the FTSE All Share index.

    As the domestic economy approaches an inflection point, fund managers Adrian Gosden and Chris Morrison assess how stocks might fare in this environment. One thing is certain: volatility brings opportunity for good stock pickers.

    When the uncertainty clouding the UK market lifts, they hope to look back and see how obvious a buying opportunity this was.
  • Model Portfolio Service quarterly - Why we're not seduced by the US
    Model Portfolio Service quarterly - Why we're not seduced by the US
    Charles Hepworth Recorded: Oct 11 2018 46 mins
    Over the summer, a significant overweight exposure to US equities would have benefitted portfolios. Join Charles Hepworth, Investment Director for GAM’s Model Portfolio Service, as he outlines why he takes a more global view and how that should benefits investors in the long run.

    Charles will also touch on deal versus no-deal Brexit, trade wars and the portfolios’ latest performance and positioning.

    Register for the webcast to find out more and pose your questions to Charles.
  • MBS - too big to ignore
    MBS - too big to ignore
    Tom Mansley Recorded: Sep 25 2018 38 mins
    Mortgage-Backed Securities (MBS) account for almost a quarter of the US fixed income market, second only to Treasuries.

    Tom Mansley, Investment Director of the GAM Star MBS Total Return Fund, will explain how a judicious exposure to MBS can offer an attractive yield, with high credit quality and low liquidity risk. In the current low-yield environment MBS can be a useful diversifier and source of significantly higher yields than Treasuries with similar maturities, and Tom will outline his latest views and positioning.

    Register for the webcast to find out more and pose your questions to Tom.
  • Model Portfolio Service quarterly - Time to tread carefully
    Model Portfolio Service quarterly - Time to tread carefully
    Charles Hepworth Recorded: Jul 12 2018 44 mins
    Trade wars, monetary policy, stretched valuations. The current investment landscape warrants a certain degree of caution. Join Charles Hepworth, Investment Director for GAM’s Model Portfolio Service, as he outlines the asset allocation calls he is making in this environment and how that is reflected in performance.

    Register for the webcast to find out more about positioning, performance and to pose your questions to Charles.
  • The Science and The Art of Unconstrained Investing
    The Science and The Art of Unconstrained Investing
    Cherry Reynard, Anthony Lawler, Co-Head of GAM Systematic, Ed Rumble, RWC Partners Recorded: Jun 13 2018 52 mins
    Should the man versus machine debate become a man AND machine debate? Financial journalist Cherry Raynard moderates a panel of unconstrained investors from systematic and discretionary asset managers. They will explore what the different approaches can add to portfolios and consider whether they are binary or complementary.

    By listening in to this panel you will gain the following:

    - a deeper understanding of systematic investing and how it differs from discretionary investing.

    - an insight into what both unconstrained and systematic investments can add to client portfolios and how they are equipped to deal with today’s markets.

    - examples of underlying trades in both types of
    portfolios.

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