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.

2014 Investor Outlook: Cambridge Associates | Clearbrook | GAM | Goldman Sachs Asset Management | J.P. Morgan Alternative Asset Management | Liongate Capital Management | Morgan Creek Capital Management | Morgan Stanley Alternative Investment Partners Protégé | Wells Fargo

Anthony Lawler, portfolio manager for GAM’s Alternative Investment Solutions team.
What hedge fund strategies will do best in 2014? Why?

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...

ISSN: 2151-1845 / CDC10004H

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