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Capturing performance in uncertain times - GAM Managed Fund Solutions quarterly

Join Charles Hepworth, Investment Director for GAM’s Managed Fund Solutions, in this webcast as he discusses:
- The factors that drove 2019’s overall performance, such as the inclusion of exchange-traded funds and rebalances across the year.
- His outlook for the coming months, including what themes and events he expects to see as the key drivers of performance.
- The future of UK and European equities given the current economic and political climate.
- The rationale for the fund range name change in 2019 and the benefits of multi-manager, risk-rated funds.
Recorded Mar 25 2020 42 mins
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Charles Hepworth
Presentation preview: Capturing performance in uncertain times - GAM Managed Fund Solutions quarterly

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  • Capturing performance in uncertain times - GAM Managed Fund Solutions quarterly Recorded: Mar 25 2020 42 mins
    Charles Hepworth
    Join Charles Hepworth, Investment Director for GAM’s Managed Fund Solutions, in this webcast as he discusses:
    - The factors that drove 2019’s overall performance, such as the inclusion of exchange-traded funds and rebalances across the year.
    - His outlook for the coming months, including what themes and events he expects to see as the key drivers of performance.
    - The future of UK and European equities given the current economic and political climate.
    - The rationale for the fund range name change in 2019 and the benefits of multi-manager, risk-rated funds.
  • GAM Managed Fund Solutions - Hedging against uncertainty Recorded: Sep 25 2019 43 mins
    Charles Hepworth
    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.
  • 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.
  • 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.
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  • Title: Capturing performance in uncertain times - GAM Managed Fund Solutions quarterly
  • Live at: Mar 25 2020 10:00 am
  • Presented by: Charles Hepworth
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