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Introducing GAM UK Equity Income

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.
Recorded Jan 4 2019 5 mins
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Presented by
Adrian Gosden, Chris Morrison
Presentation preview: Introducing GAM UK Equity Income
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  • Model portfolio service quarterly - mire versus might Recorded: Apr 25 2019 38 mins
    Charles Hepworth
    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.
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    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.
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    Gregoire Mivelaz
    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.
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    Paul McNamara
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    Register for the webcast to find out more and pose your questions to Paul.
  • When QT replaces QE… Recorded: Feb 14 2019 37 mins
    Adrian Owens
    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.
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    Gregoire Mivelaz
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    Register for the webcast to find out more and pose your questions to Gregoire.
  • Model portfolio service quarterly - What will 2019 bring? Recorded: Jan 10 2019 38 mins
    Charles Hepworth
    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 Recorded: Jan 4 2019 5 mins
    Adrian Gosden, Chris Morrison
    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 Recorded: Jan 3 2019 3 mins
    Adrian Gosden, Chris Morrison
    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? Recorded: Dec 11 2018 6 mins
    Adrian Gosden, Chris Morrison
    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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    * EM equity is at its highest dispersion for ten years, how can investors stay on top?
    * What are the bear traps to avoid in a maturing EM debt rally?
    * Is EM downside risk now in line with (or perhaps even lower than) DM?
    * Finally, Tim and Paul make the case for their asset class. Who comes out on top? You decide...

    Panellists:
    Tim Love; Investment Director, Emerging Market Equity strategies
    Paul McNamara; Investment Director, Emerging Market Bond and Currency Long Only and Hedge Fund strategies

    Moderated by:
    Cherry Raynard; Financial Journalist
  • 2017 Review & Outlook for 2018 Equity Income Sector Recorded: Feb 14 2018 34 mins
    Adrian Gosden - Investment Director, GAM
    Join Adrian Gosden at 11am GMT on Wednesday 14th February, as he gives an overview of the new UK Equity Income fund from GAM.

    Adrian Gosden is an Investment Director responsible for fund management and investment strategy of UK equities. Prior to joining GAM in September 2017, he worked as a fund manager managing a £10bn UK Income franchise at Artemis for 13 years. Prior to that, he was a fund manager of UK equities at Société Générale Asset Management for four years. From 1996 to 1998, Adrian Gosden worked as an investment analyst, responsible for pharmaceutical and telecoms sector research at Fleming Investment Management. He started his career at Andersen Consulting as a strategic consultant. Adrian Gosden holds a first class degree in Chemistry from Oxford University. He is based in London.
  • Equity Income - New Fund Launch Recorded: Dec 15 2017 33 mins
    Adrian Gosden - Investment Director
    Join Adrian Gosden at 11am GMT on Friday 15th December, as he gives an overview of the new UK Equity Income fund from GAM.

    Adrian Gosden is an Investment Director responsible for fund management and investment strategy of UK equities. Prior to joining GAM in September 2017, he worked as a fund manager managing a £10bn UK Income franchise at Artemis for 13 years. Prior to that, he was a fund manager of UK equities at Société Générale Asset Management for four years. From 1996 to 1998, Adrian Gosden worked as an investment analyst, responsible for pharmaceutical and telecoms sector research at Fleming Investment Management. He started his career at Andersen Consulting as a strategic consultant. Adrian Gosden holds a first class degree in Chemistry from Oxford University. He is based in London
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  • Title: Introducing GAM UK Equity Income
  • Live at: Jan 4 2019 10:55 am
  • Presented by: Adrian Gosden, Chris Morrison
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