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  • 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.

  • From Cyborg to Cyber Monday: The Indirect Infiltration of AI

    White papers 28 December 2016

    The 1980s AI revival claimed that robots would alleviate the drudge jobs from our lives and free up plentiful leisure time, bringing rise to fears of a Terminator-style cyborg uprising, where humans became enslaved by their robotic overlords.

  • Inflation is Returning – But it’s Not Too Late to Switch to Inflation-linked Bonds

    White papers 6 December 2016

    Bond markets are selling off and investors’ year-to-date gains are melting. Higher inflation expectations have lately re-appeared on the list of market concerns. Bernhard Urech, a fixed income manager at GAM, points towards inflation-linked bonds as an effective way to hedge against this worry. But before rushing into the asset class, there are a few things to consider.

  • Chinese Equity Rally Imminent?

    White papers 29 November 2016

    Chinese shares rallied following the Trump election outcome and in contrast to most other emerging markets. GAM’s Asia-Pacific equity manager Michael Lai, who also runs a dedicated China portfolio, explains why he sees Chinese stocks well positioned for further upside.

  • Connecting China's Exchanges

    White papers 22 November 2016

    Jian Shi Cortesi, investment manager for Chinese equities at GAM, discusses the development of the Shanghai-Hong Kong Stock Connect Programme as it celebrates its second year anniversary.

  • Will Electric Vehicles Kill Oil Demand?

    White papers 20 September 2016

    Tesla’s electric vehicles continue to fascinate. Their silent, yet jaw-dropping acceleration ability is already legendary. The new, more affordable Model 3 will benefit from that reputation. Yet the question of how the world will change once electric car sales really start to take off receives surprisingly little interest.

  • Death of the 60:40 Portfolio?

    White papers 20 September 2016

    The portfolio construction favourite is no longer the safe bet it once was. With limited upside to bond and equity markets, Julian Howard, Investment Director at GAM, looks at alternative allocation approaches.

  • Multi Asset Perspectives: Time for something different? download

    White papers 12 August 2016

    Last week the global asset allocation committee met to review the prospects for capital markets. A summary of the main conclusions follows.

  • What's next for the EU banking sector?

    White papers 1 August 2016

    Comment from Davide Marchesin, fund manager in GAM’s non-directional equity team.

  • Slow and Steady Wins the Race

    White papers 1 August 2016

    Following a standout year in 2015, mortgage-backed securities (MBS) remain an attractive investment proposition thanks to their low volatility profile, which beats other medium and high-quality fixed income securities over time. Slow and steady very much wins the race in the MBS case.

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