Dysfunctional Politics – Transcript
Read keynote speaker Janan Ganesh's speech from our Investor Day
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
Alastair Laing Speaks to the Numis Conference
A meander through the history of asset prices and inflation
Biggest risks to markets in 2022
Peter talks with Interactive Investor about the prospects for sustainable high inflation, interest rate rises and gold vs TIPs
The secrets to outperformance
Peter talks with Interactive Investor about the extraordinary 39 year track record of Capital Gearing Trust
