Video Highlights - Independent Wealth SG 2019 - Larry Hatheway

Larry Hatheway of GAM Investments

Apr 16, 2019

Jump to section:

1. What are the opportunities and challenges for the year ahead?

Video transcript

1. What are the opportunities and challenges for the year ahead?

Right, so we've seen a great start to the year in markets. I rather doubt it's going to continue, so we're going to have to be much more careful around building portfolios. The reality is, is that the potential for equity markets to rally, for bond yields to remain low is actually smaller than I think a lot of people realize. As a result, we've got to basically now look at getting into the market and finding these opportunities. Where are they? In equities…………..and the front end of the yield curve, especially credit fixed income, including special credit fixed income like insurance linked bonds, mortgage back securities.

More videos from Larry Hatheway, GAM Investments

Latest Articles

Latest News