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GAM webcast channel

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  • Model portfolio service quarterly - mire versus might
    Model portfolio service quarterly - mire versus might
    Charles Hepworth Recorded: Apr 25 2019 38 mins
    How to reconcile a political mire with economic might?

    The UK economy appears to be paying very little attention to the political paralysis that is engulfing the country.

    Join Charles Hepworth, Investment Director for GAM’s Model Portfolio Service, as he assesses whether this seeming contradiction is likely to continue once Brexit happens. He will also offer a more global view, looking at the prospects for growth and how that is influencing his asset allocation.
  • EM: under-owned, under-valued and under-rated
    EM: under-owned, under-valued and under-rated
    Tim Love Recorded: Apr 3 2019 30 mins
    In this webcast Tim Love, Investment Director for Emerging Market equities, will assess the outlook for his asset class and explain why he foresees both a valuation and multiple uplift.

    Register for the webcast to find out more and pose your questions to Tim.
  • GAM Star Credit Opportunities fund update
    GAM Star Credit Opportunities fund update
    Gregoire Mivelaz Recorded: Mar 18 2019 39 mins
    Gregoire Mivelaz, portfolio manager of the GAM Star Credit Opportunities funds, will consider the current environment for bond investing and provide an insight into the funds’ performance and positioning.

    Register for the webcast to find out more and pose your questions to Gregoire.
  • EMD: think global, buy local
    EMD: think global, buy local
    Paul McNamara Recorded: Mar 1 2019 34 mins
    Despite near-term risks to growth, EM fundamentals and technical factors appear supportive. How can investors capitalise?

    Paul McNamara, Investment Director of GAM’s Local Emerging Bond strategy, will outline why he believes the asset class is oversold and under-owned and now offers a compelling entry level to investors. He will also review the macroeconomic backdrop, pick out some of the winners and losers at a country level and reveal how he is positioning his portfolio accordingly.

    Register for the webcast to find out more and pose your questions to Paul.
  • 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.

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