2014 Investor Outlook: GAM’s Anthony Lawler sees the rising tide abating for all boats in the equities market
By Simone Foxman
Wed Jan 15, 2014
What the next year will bring, according to a portfolio manager for GAM’s Alternative Investment Solutions team.
What hedge fund strategies will do best in 2014? Why?
| ||Anthony Lawler, portfolio manager for GAM’s Alternative Investment Solutions team. |
We go into 2014 slightly overweight event-driven and equity long/short as we had been throughout 2013. We expect these strategies to continue their strong form, but we are not simply leaning long risk assets. Rather, the managers we have chosen are, by and large, nimble and can quickly change their books if they see a breakdown in growth or policy effectiveness or structural reforms.
Equity long/short: In our view for equities in 2014, the trajectory seems to be up while there are a number of potential potholes to be aware of (Fed tapering, political risk...
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