Model portfolio service quarterly - mire versus might

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.

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.

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.

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.

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.

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.

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.

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.

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.

Financial journalist Cherry Raynard hosts an energetic panel featuring GAM Investments’ Tim Love and Paul McNamara. Their debate covers the following topics:

* 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

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.

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