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  • Active Management Fights Back!

    White papers 2 October 2017

    Over the last few years, competition has increased in the asset management industry, fees have been under pressure and performance among active managers has, in aggregate, been disappointing. It wasn’t always this way. And we think it won’t be this way as we look forward.

  • Sustainable Investing – Time For A Holistic View

    White papers 29 September 2017

    Karl Herzog and Thomas Funk from the Swiss equities team explain how they screen companies based on a comprehensive list of sustainability criteria. Their goal is as simple as it is ambitious, aiming to identify the long-term winners in an increasingly complex and competitive environment.

  • Snap Election in Japan: An Investor’s View

    White papers 28 September 2017

    On Monday Prime Minister Shinzo Abe announced his plans to dissolve the lower house of Japan’s parliament on 28 September and to call a snap election in October. What will be the impact for markets against the backdrop of encouraging fundamentals but prevailing tensions with North Korea?

  • Absolute Returns in all Environments

    White papers 21 September 2017

    Tim Haywood, investment director for absolute return fixed income strategies, shares his views on the current macroeconomic environment and opportunities in the bond markets.

  • A Sustainable Approach to Generating Returns

    White papers 19 September 2017

    Gianmarco Mondani, CIO of the non-directional equity team in Lugano, explains the academic background behind his strategy, which employs a fundamental, earnings revision-based approach, incorporating both valuation and momentum metrics, and aims to deliver favourable outcomes in the majority of calendar years.

  • Big Data and Investing

    White papers 14 September 2017

    Investment managers are using big data and artificial intelligence to enhance the diversification and risk/return potential of portfolios. Anthony Lawler, co-head of GAM Systematic...

  • Convertible Bonds: A Truly Compelling Moment for the Asset Class

    White papers 8 September 2017

    Convertible bonds’ combination of cheap valuations and equity exposure would provide a very attractive asymmetrical return profile in a rising interest rate environment. Jonathan Stanford, senior fund manager, non-directional equity, explains.

  • Sterling: Pounded Down Far Enough?

    White papers 14 August 2017

    The British pound has been the subject of repeated doom-mongering since the Brexit referendum more than a year ago. Joachim Corbach, GAM’s Head of Currencies and Commodities, questions whether there really is more material downside for sterling from the prevailing depressed levels. This article originally featured in Fund Strategy.

  • MBS: Size, Depth & Liquidity

    White papers 14 August 2017

    With a low volatility profile and steady yield, returns from mortgage-backed securities beat other medium and high-quality fixed income securities over time.

  • Japan: Time to Refocus on Earnings

    White papers 14 August 2017

    As featured in Investment Week, Ernst Glanzmann and Reiko Mito, Japanese equity managers at GAM, discuss why the reporting season in Japan will refocus investors’ attention on earnings.

  • The David and Goliath Aspects of China’s A-share Market

    White papers 7 August 2017

    As featured in Fund Strategy, Tim Love, investment director for emerging market equities, considers the significance of the inclusion of China A-shares in the MSCI Emerging Markets index.

  • India: On the Cusp of a Multi-year Bull Market?

    White papers 7 August 2017

    Madhav Bhatkuly considers recent milestones for the Indian economy, including the implementation of the Goods and Services Tax bill and the rapid transformation of the financial services sector, and explains why Indian equities could be on the cusp of a multi-year bull market.

  • Larry Hatheway on the Markets

    White papers 7 August 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for the remainder of the second quarter earnings season and monetary policy over the next quarter...

  • The Early BRRD

    White papers 7 August 2017

    Anthony Smouha and Gregoire Mivelaz, who co-manage a number of GAM’s credit strategies, draw considerable encouragement from the practical application of new regulatory mechanisms, which have been designed to curb contagion in the financials sector and thus prevent idiosyncratic issues from morphing into systemic events.

  • Why Active?

    White papers 19 July 2017

    As featured in Citywire Wealth Manager, Larry Hatheway, chief economist and head of GAM Investment Solutions, explains how active and passive strategies play a part in GAM’s multi-asset portfolios.

  • The Fed May Not Have Investors' Backs For Much Longer

    White papers 4 July 2017

    With the US Federal Reserve (Fed) due to release its semi-annual report on 7 July, the US equity market’s implicit guarantee against instability might be coming to an end. Julian Howard, Head of Multi Asset Solutions at GAM, considers why now, and how investors can mitigate the risks and reposition for more reliable income.

  • Beware a Receding Tide

    White papers 30 March 2017

    As featured in Investment Week, Niall Gallagher, Investment Director for European equities at GAM, considers the outlook for European markets.

  • Alternative Risk Premia Are Here to Stay

    White papers 28 March 2017

    A Q&A with Lars Jaeger, pioneer of alternative risk premia strategies. Together with his GAM Systematic team, he manages the strategy that invests in risk premia and celebrates the strategy’s five-year anniversary in March.

  • Japan: Taking the Best out of an Underappreciated Market

    White papers 24 March 2017

    A Q&A with Ernst Glanzmann, Head of Japan, and Reiko Mito, portfolio manager. Together they manage a Japanese equity strategy which celebrates its 25-year anniversary in March.

  • Emerging Market Debt – Plenty of Upside Left

    White papers 23 March 2017

    A Q&A with Enzo Puntillo, Head of Fixed Income at GAM in Zurich. Together with his team, he manages various emerging market debt portfolios. The unconstrained “best ideas” strategy just marked its three-year anniversary.

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