Late-Cycle Investing Philosophy Comes Early 2021 marked the most rapid economic recovery witnessed in the U.S. over the past four decades. As a result, inflation has reached its highest point since the 1970s and markets are polarized between the need to raise rates to curb price growth versus continuing to stimulate the economy to achieve…
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘How do you deal with the less desirable sectors in EM (e.g. gambling)?’
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Does fintech inevitably have better ESG than traditional banking?’
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Where do you see the best opportunities in Healthcare?’
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Does a state shareholding inhibit embracing ESG?’
Rob Mumford from GAM Investments shares insights with Giselle Roux from The Inside Network on ‘Who are the leaders and laggards in terms of ESG reporting in EM?
Rob Mumford from GAM Investments goes in-depth with Giselle Roux from The Inside Network on ‘Achieving carbon neutral in emerging markets’.
Rob Mumford from GAM Investments answers ‘quickfire’ questions with Giselle Roux from The Inside Network.
Joseph Morgart from Amundi Asset Management shares insights with James Dunn from The Inside Network on ‘How do you allocate ILS into your portfolio?’
Joseph Morgart from Amundi Asset Management shares insights with James Dunn from The Inside Network on ‘ILS, the only asset class that’s truly uncorrelated to the financial markets’.
