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GAM Star Credit Opportunities FF Video

06:26 min watch

Sunday, October 17, 2021

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Multi-Asset Blog
Fed cuts US rates for third successive time
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But with inflation and the jobs market resilient, Fed points to 50 bps of cuts for 2025, compared to 100 bps flagged in Q3.

Multi-Asset Blog
ECB cuts interest rates again
13 December 2024

The eurozone’s fourth cut of 2024 comes against the backdrop of a potential ‘Perfect Storm’ of political instability and economic woes.

Outlook 2025
Adding fuel to the rebound
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GLOBAL MACRO: “If credit conditions ease, this will boost demand and support a recovery.”

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Upside potential in long-term trends
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ASIA & CHINA EQUITIES: “Chinese stocks currently offer a rare opportunity for investors.”