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12 min read
Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how we are in the midst of a new American era, defined by a strong economy privileged by its relative isolation and a stock market uniquely placed to benefit. Investors will, however, need to be aware of risks around inflation and over-valuation.
11 min read
China’s stock markets have surged since September’s stimulus announcement. Valuations, combined with more optimism, could yet support the rally. But the lack of bold reforms thus far suggests that waiting before significantly committing could be the best approach for investors.