PA Video Insight: Welcoming a return to fundamentals, GAM

GAM’s Désirée Mueller explains how she uses a sector-neutral pair-trading strategy to deliver the uncorrelated returns investors want irrespective of market volatility.

20160421_Desiree Mueller_v3.mp4
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      With volatility increasing as the year progresses it is becoming increasingly hard to deliver returns that are both uncorrelated and have a lower-than-equity volatility profile. However, Désirée explains how her pair-trading strategy naturally benefits from sectors with dispersions and she is hopeful about how this will develop as we move through the US earnings season.

      Tongue in cheek, she adds how the company’s Swiss heritage makes it ideally suited to neutralise risks…

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