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Click through for featured commentary, white papers, and audio presentations from our investment teams on select topics shaping the investment landscape.
As investors we find ourselves in a still-evolving and dynamic investing environment following the events of the past 18 months. But as we look to 2010 and beyond, we can see signs of economic life in an improving global landscape, including a string of encouraging data over the past few months that has sustained the positive run in the markets.
In December, Dave Carlson, GEAM’s Co-Chief Investment Officer – U.S. Equities, discussed the current investing landscape and outlook going into 2010. As Co-CIO of U.S. Equities and the senior-most investment professional on the team, Dave is responsible for setting the investment direction for U.S. Equities. He is also responsible for the management of both the GE Premier Growth Equity and GE U.S. Equity Select strategies.
The global economy is once again expanding, and financial conditions have significantly improved. Led by a resurgent Asia, emerging economies are further ahead on the road to recovery and leading the way out of the global downturn. In our view, emerging markets withstood the financial crisis much better than most investors expected. This has helped to boost inflows and valuations. In this update, we revisit the case for emerging markets and provide our outlook for valuations.
 
Current Market Updates
Tactical Asset Allocation Review
White Papers
Africa on the Path to Progress(.pdf)
The Growing Role of New Infrastructure Financiers in Africa(.pdf)
Assessing the impact of current policies and reforms on economic recovery... Growth will be slow(.pdf)
Navigating The Financial Crisis:
Seeds of Hope in the U.S. Equity Market
(.pdf)
   More White Papers
Articles
2009 Economic Outlook
Hope for Recovery
(.pdf)
The Good, the Bad and the Troubled (.pdf)
    More Articles
Fourth Quarter 2009
FAQ on Dubai
GEAM Appoints Chris Adey as Global Consultant Relations Leader (.pdf)
GE Announces Integration of Bank Loan Teams (.pdf)
Maureen Mitchell Joins GEAM as President of Institutional Sales and Marketing (.pdf)
Amiel Goldberg Joins GEAM as Chief Risk Officer (.pdf)
Paul Voute Joins GEAM as Senior Sales Manager for Benelux (.pdf)
Michael Zhang Joins GEAM China Equity Team (.pdf)
Paul Colonna Named to ASF Board (.pdf)
GEPT Acquires Prime Office Portfolio Near Paris (.pdf)
    More Press Releases
GEAM Performance Summary


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