Valuation really matters!
Co-Manager Alastair Laing explains his view on the scepticism around real asset claims
A Year of Milestones
Co-Manager Chris Clothier takes a tour through the past 40 years at CGAM
Dysfunctional Politics!
Keynote speaker Janan Ganesh gives an overview on UK and US politics
Your Questions
Janan Ganesh and the CGAM team answer your questions at the CGAM Investor Day
How frightened do we need to be?
CIO Peter Spiller talks about how the current inflationary environment continues to evoke the ghost of Paul Volcker
Investor Day Presentation Slides
The slides shown during our Investor Day presentation
CGAM Q3 Investor Update Webinar Presentation Slides
The slides shown during the Q3 Investor Update Webinar
CGAM Q3 Investor Update Webinar
Listen to how our Fund Managers have navigated their way through this quarter and the recent turbulent markets
CGAM Q2 Investor Update Webinar
Our thoughts on inflation, rates and pockets of the market that excite us
The topics of today
Peter Spiller and Christopher Mills talk to Moneyweek about the bear market, company valuations and inflation