Global Rates - Fiscal spending positive for relative value
About this talk
In a world of ultra-low interest rates, there is much debate regarding a likely shift from monetary to fiscal policy. This could have significant investment implications and open the door to relative value (RV) discretionary macro opportunities.
Adrian Owens, Investment Director of the GAM Star Global Rates fund, will discuss how the strategy has performed over the course of this year, his key themes for 2020 and why he believes the investment outlook for RV strategies is compelling.