Treasury Trove: A compelling case for US Treasuries
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
Longer-dated US Treasuries, often seen as dull, now offer a multitude of opportunities, writes GAM Investments’ Julian Howard
Majority of firms have improved their practices
Current global growth equities head Mark Hawtin to move to Liontrust
The firm’s UK retail funds and model portfolio service was hardest hit, having suffered a net outflow of £1.4bn
Mark Hawtin and Jeremy Roberts to join the firm months after Liontrust’s failed takeover bid for GAM
60 basis points below the ONS’s growth figures released last month
Mega cap tech stocks led the way in 2023, but market performance widened in the final two months
Global desire for strategic autonomy away from China is ‘wholly unrealistic’
The £400m GAM UK Equity Income fund will be transferred to Jupiter in 2024
UK CPI is ‘trapped between the push and pull of prices at the pump and those on supermarket shelves’, warn experts
AUMA has fallen by 12% over six months to the end of September
Fund is run by Swiss-based investment manager Atlanticomnium