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  • Diving For Pearls − China Bond Connect

    White papers 21 November 2017

    Making the connection: GAM’s Amy Kam outlines the potential of China’s bond markets for foreign investors.

  • China: The Blue Chip Comeback

    White papers 17 November 2017

    Three years on from the launch of the Shanghai stock connect programme, which allows investors outside China to access locally listed shares, we asked GAM’s Jian Shi Cortesi, who focuses on the opportunities created by the transformation in China’s economy, what the impact has been on her strategy.

  • Larry Hatheway on Markets: November 2017

    White papers 9 November 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the current global macro environment, the biggest risks to investors in the remainder of 2017 and the impact of political uncertainty on markets.

  • India: Idiosyncratic and Untapped

    White papers 7 November 2017

    Tim Love, investment director for emerging market equities at GAM, explores the major growth opportunities in India, such as weddings, luxury travel and Bollywood, and the equity market’s untapped potential at a time when China growth is showing signs of slowing.

  • The Importance Of Dividends

    White papers 2 November 2017

    With bond yields continuing to hover around historically low levels, GAM’s Adrian Gosden and Chris Morrison revisit the case for accruing and reinvesting dividend income from a portfolio of equities.

  • Can The Emerging Markets Rally Continue?

    White papers 31 October 2017

    As originally featured in Investment Europe, Michael Biggs, investment manager, emerging markets fixed income explains why he believes the current emerging markets rally has further to go.

  • A New Era in Regenerative Medicine

    White papers 27 October 2017

    Why was 30 August 2017 a historic day for science and innovation? Mirjam Heeb, senior portfolio manager explains the benefits of recent disruptive developments in regenerative medicine.

  • MBS: Navigating Pre-, Post- and Crises Periods

    White papers 18 October 2017

    For many people, the Global Financial Crisis (GFC) has yet to ‘celebrate’ its 10th anniversary. Amid all the strenuous denials from economists, central bankers, politicians and finance officials, it can be difficult to objectively pinpoint the one single event that signalled the meltdown and mayhem. Gary Singleterry and Tom Mansley, investment directors at GAM, share their view on the topic.

  • Outlook: Hitting the Target

    White papers 17 October 2017

    Although not ‘all weather’, the standard asset allocation approach has served investors well. However, it is time for a rethink: the 60-40 model of a balanced portfolio of stocks and bonds no longer looks fit for purpose. GAM’s Head of Investment Solutions and Chief Economist Larry Hatheway explains why.

  • Building on Firm Ground

    White papers 12 October 2017

    UK and European economies are on a relatively solid footing, says Jon Rickert, investment director at GAM, and private commercial real estate lending will prosper.

  • Fund Manager Portrait – Tim Haywood

    White papers 11 October 2017

    Meet Tim Haywood, Investment Director at GAM and business unit head for fixed income, responsible for the absolute return bond family of funds as well as various long only fixed income mandates.

  • Low Index Volatility: Great Active Opportunities?

    White papers 5 October 2017

    Kenneth Liew, Portfolio Manager, Multi Asset Portfolio Solutions takes a look at low index volatility, important underlying trends – and the impact on portfolio construction.

  • Is China in a ‘Sweet Spot’?

    White papers 4 October 2017

    As featured in Barron’s, Michael Lai, investment director explains how China is stemming the flood of overseas investment and dealing with debt, to maintain economic growth.

  • 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.

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