GAM Investments | UK News & Views | January 2020

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January 2020

Marketing material for professional investors only

Word from the desk

As we head into 2020, and a new decade, it is clear that one of the defining shifts for the investment world is the growing awareness of environmental, social and governance (ESG) matters, including the need to tackle climate change and its associated challenges. This has been noticeable in our conversations with clients, many of whom have expressed interest in investment strategies that focus on ‘green’ or environmental credentials, the ‘E’ of ESG. At GAM Investments, we recognise the importance of Responsible Investing and a number of our fund managers have long understood how ESG credentials can impact businesses’ ability to survive and thrive. Our ESG approach continues to evolve and we will be continuing to discuss this key subject throughout the year.

2019 ended up being a strong year for risk assets, despite a backdrop of geopolitical and economic concerns. We are proud to say that in this environment our funds performed well in 2019, as well as over the longer term.  Over the three- and five-year periods to 30 September 2019, 69% and 73% of investment management assets in funds at GAM outperformed their respective benchmarks.*

Looking ahead, we asked our fund managers to outline their expectations for 2020, discussing key themes, events and market environment.

Hear from our managers 

Thinking outside the box

Contacts

We wish you a prosperous and productive 2020.
We hope you find this newsletter informative and would welcome your feedback.

Kind regards,

GAM UK Distribution Team
GAM London Limited
8 Finsbury Circus
London, EC2M 7GB
T +44 (0) 20 7393 8529 / 8196 | www.gam.com

Important legal information

The information in this document is given for information purposes only and does not qualify as investment advice. Opinions and assessments contained in this document may change and reflect the point of view of GAM in the current economic environment. No liability shall be accepted for the accuracy and completeness of the information. 

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