Former star bond manager also hit with a penalty.
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HSBC funds head retires; Amundi hires ESG specialist; CS recruits Indonesia leader; Gam makes several hires; VanEck business development growth; Aviva expands EMD team.
The Swiss-based asset manager has also hired a business development head for Southeast Asia.
Several converging market dynamics suggest now is a good time for investors to increase exposure to emerging market (EM) equities, according to GAM Investments.
Asia has the best emerging market opportunities as global economies enter the recovery phase, according to the Zurich-based asset manager.
Four cyclical and three secular drivers support emerging market (EM) equities, according to Gam Investments.
On a risk-adjusted basis, Asian fixed income offer the best returns across the global credit spectrum, according to a Gam Investments fund manager.
Economic growth is stronger than markets had expected, and the recovery has not yet been priced in many asset prices, according to a GAM Investments strategist.
The post-coronavirus world is a powerful opportunity for the disruptive technology asset class, says GAM Investments.
Pragmatic Sino-US relations and a strong post-Covid-19 investment thesis support China equities, argues GAM investment manager.
Part of the Mark Allen Group.