Why Gam has such a large exposure to US equities
Gam allocates about a third of its portfolio to US equities which, even in a market where exposure to Wall Street is rising, is a punchy position.
This week we are joined by Julian Howard, chief multi-asset investment strategist at Gam, to discuss why the company has taken such a position.
He also chats with Joseph Wilkins and David Thorpe about volatility following the return of Donald Trump as US president and the role of asset allocation versus fund selection.
The Asset Allocator Podcast is a weekly series aimed at discretionary fund managers, fund selectors and wealth managers, providing…
The skinny
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