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  • 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.

  • Preparing for Normalisation

    White papers 21 March 2017

    US stock indices are trading at, or near record highs, US household wealth is booming and US inflation is edging ever closer to the Federal Reserve’s (Fed) 2% target. Anthony Smouha and Gregoire Mivelaz, who co-manage a number of GAM’s credit strategies, ponder the implications of a potential ‘normalisation’ of monetary policy for fixed-income investors.

  • Reflation or Complacency?

    White papers 17 March 2017

    The Asset Allocation Committee recently met to review global market conditions and fundamentals. The committee’s views are summarised below.

  • Oil Supply Falling Behind Demand

    White papers 16 March 2017

    The International Energy Agency last week highlighted growing risks to the oil supply as a result of underinvestment. Roberto Cominotto, investment director for energy equities at GAM, considers the possible implications for the global oil market.

  • Should Investors Switch into Cyclical Stocks?

    White papers 9 March 2017

    Since July 2016, we witnessed a massive rotation from the defensive segments of the equity market into cyclical stocks. Carlo Capaul, GAM’s Head of Global Equities in Zurich, believes that investors need to weigh up the risks carefully before jumping on a moving train.

  • Has China put the Brake on M&A?

    White papers 18 January 2017

    As featured on CNBC, Roberto Bottoli, manager of GAM’s merger arbitrage strategy, discusses the significance of new capital controls measures imposed by China, namely restrictions on outbound mergers and acquisitions, and whether the political standoff between China and other countries on cross-border M&A is likely to be resolved.

  • 2017 Outlook: Key events in 2017

    White papers 5 January 2017

    With so much happening in parallel across political, economic and financial landscapes, it seems daunting to try to identify the one event that shaped 2016. In the following short statements, our investment experts share their predictions on which events will prove pivotal in 2017.

  • A single wish for 2017

    White papers 28 December 2016

    Twelve months ago I published a holiday wish list of five things I hoped would prevail in 2016. That list included more equitable distribution of income, dollar stability, greater business investment, increased infrastructure spending and a dose of common sense in politics.

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