Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for the remainder of the second quarter earnings season and monetary policy over the next quarter.
European equities, weighed down by political concerns, have appeared undervalued for a year. However, with political risk fading and the euro zone economy simultaneously strengthening, that could be set to change. According to Aviva.
An interview with Nordea Markets’ Chief Asia Analyst, Amy Yuan, about the impact of regional and global geopolitical uncertainty, declining Chinese growth and the threat of protectionism on the main Asian economies.
Ian Ormiston, manager of the Old Mutual Europe (ex UK) Smaller Companies fund, reacts to the news that the UK government will trigger Article 50 on Wednesday 29 March and will leave the European Union in two years’ time
Chief Economist and Head of GAM Investment Solutions, Larry Hatheway, comments on the outlook for markets, his expectations for monetary policy and the biggest risks to investors in the next quarter
After three painful years, the luxury sector is turning a corner. This shift is bringing new investment opportunities, but GAM investment director Scilla Huang Sun believes that the recovery will not be uniform across the sector, meaning careful stock selection is key. She presents the trends and themes to watch this year.