GAM Managed Fund Solutions - Hedging against uncertainty
Presented by
Charles Hepworth
About this talk
The late summer has been characterised by political uncertainty with President Trump apparently escalating the US-China trade war and applying pressure to the Fed to cut rates more aggressively, and here in the UK Prime Minister Boris Johnson manoeuvring in an attempt to finally push through Brexit by the end of October.
Join Charles Hepworth, Investment Director for GAM’s Managed Fund Solutions, as he assesses how the team is positioning its portfolios given the tense political backdrop and the importance of hedging against any resulting market turmoil, as well as the likelihood of further sterling depreciation.