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  • Insurance Linked Securities: Bridging the Disaster Gap weblink

    White papers 19 June 2018

    Having demonstrated their value following the 2017 hurricane season, the market for insurance-linked securities, including cat bonds, is set to grow substantially this year.

  • European equities to prosper despite Italian politics weblink

    White papers 19 June 2018

    The Italian economic recovery is stronger than is currently being reflected in economic data, despite the recent political turmoil. GAM’s Niall Gallagher believes the outlook for the European economy remains positive and any contagion is likely to be modest.

  • Navigating around the protectionist quagmire weblink

    White papers 19 June 2018

    While protectionism can cast a shadow over economies with an elevated trade component to GDP, GAM’s Tim Love believes it is a fallacy to blindly place all emerging markets into this category.

  • An Alternative Approach To Accessing EM Local Debt weblink

    White papers 19 June 2018

    GAM’s Michael Biggs believes that while some investors have been reluctant to allocate to emerging market local currency debt, many of the inherent risks can be hedged by diversifying funding currencies while potentially enhancing risk-return characteristics.

  • Return to Volatility

    White papers 16 February 2018

    GAM’s investment experts react to market moves this week that have marked a return of volatility after an unusual period of calm.

  • Eight Reasons to Be Fearful for the Bond Market

    White papers 14 February 2018

    Traditional fixed income markets face a number of challenges over the coming year. Tim Haywood, investment director, highlights eight reasons to be fearful for the bond market and how absolute return strategies can exploit these conditions.

  • Time to Get Active: A Cyclical View

    White papers 9 February 2018

    GAM’s Matthew Beesley explores the historic dynamic between the outperformance of active versus passive funds and discovers that it demonstrates deeply cyclical tendencies.

  • Japan: The Sun Rises Again

    White papers 5 February 2018

    The Nikkei 225 index, Japan’s most widely quoted barometer of stock market health, has endured many ‘red’ days since peaking at a level above 38,000 points almost three decades ago. However, it is currently enjoying something of a ‘black’ renaissance, having reached a 26-year high in early January. GAM’s Ernst Glanzmann and Reiko Mito explain why they believe there could be much further upside to come.

  • Opportunities From Workplace Automation

    White papers 1 February 2018

    Rapid advances in technology are seeing increasing levels of workplace automation, which is throwing up some interesting investment opportunities and giving food for thought in terms of the social implications, says Mark Hawtin, investment director, global long short equity.

  • Fund Manager Portrait: Ernst Glanzmann

    White papers 30 January 2018

    After years of false dawns and ‘dead cat bounces’, Japanese equities surged to a 26-year high in early January. So, what better time to gain some valuable insights from a veteran who has watched events unfold both in Japan and from afar?

  • What I Learned at Davos

    White papers 29 January 2018

    Davos man must change. But that cannot mean rejecting the core commitment to the view that human ingenuity, fostered by open societies and rewarded by markets, remains the sturdiest foundation for the advancement of humankind.

  • From a Growth to a Value Bubble?

    White papers 25 January 2018

    The ‘value’ investment style endured a miserable year in 2017, but GAM’s Hans Ulrich Jost believes that we are seeing early indications which could herald a return to valuation-based stock picking.

  • EM Debt: The Case For Further Gains

    White papers 23 January 2018

    Despite rallying for two years, the fundamental case for further gains in EM local currency bonds remains strong, says Paul McNamara, investment director for emerging markets fixed income.

  • Larry Hatheway on Markets: January 2018

    White papers 19 January 2018

    Chief economist and head of GAM Investment Solutions, Larry Hatheway, discusses how long the equity bull market can continue, his expectations for inflation in the year ahead and why the dollar has weakened.

  • Are Super-Elevated Profits Serving Investors Well?

    White papers 16 January 2018

    US profit margins as a percentage of GDP are close to all-time highs. For many, this is a sign of corporate health further corroborated by the S&P 500’s third quarter profit growth of over 11% on the previous year. Good news it would seem but GAM’s Julian Howard believes the real issue for investors is how long it will last and are sustained high profits even desirable?

  • 2018 Hedge Fund Outlook

    White papers 11 January 2018

    As we begin 2018, global asset prices have continued their inexorable grind higher.

  • 2018 Outlook: Investment Themes to Watch

    White papers 9 January 2018

    GAM’s investment experts highlight what they believe will be the top investment themes for 2018 in their specialist fields.

  • China: Averting a Minsky Moment

    White papers 4 January 2018

    Rather than seeing a sudden collapse of asset prices, GAM’s Michael Lai believes that certain areas of the Chinese economy will continue to expand robustly, broadly underpinning the equity market.

  • Beyond The First Bitcoin Crash

    White papers 4 January 2018

    A spectre is haunting the financial world. It is not as 170 years ago the spectre of communism that threatens the establishment in Europe. The ghost today is called “bitcoin”, and it threatens the entire power structures in the global financial industry.

  • 2018 Outlook: Events to Watch out for this Year

    White papers 2 January 2018

    GAM’s investment experts highlight what they believe will be the key events to look out for over the course of 2018 in their specialist fields.

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