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Artikelen van GAM

Varps Remains Compelling

Varps Remains Compelling

🕔14:47, 23.okt 2019

GAM Investments’ Tim Love reflects on the performance of his frontier market plays, Vietnam, Argentina, Romania, Pakistan and Saudi Arabia (VARPS) so far this year and discusses the investment opportunities and risks associated with these economies.

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Asia / China Growth Equities

Asia / China Growth Equities

🕔16:29, 15.okt 2019

At GAM Investments’ Weekly Investment Meeting held on 9 October 2019 the speakers were Jian Shi Cortesi, who discussed her views on Asia and China equities, and Lars Jaeger, who emphasised the importance of ARP strategies being diversified.

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Are we experiencing a sputnik moment in information technology?

Are we experiencing a sputnik moment in information technology?

🕔12:37, 9.okt 2019

The development of quantum computers could spark the technological revolution of the 21st century. GAM Systematic’s Dr Lars Jaeger explains why this is such a symbolic milestone, and considers their amazing problem-solving potential. The quantum computer – a term that

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Global markets q4 outlook: recession or resilience?

Global markets q4 outlook: recession or resilience?

🕔11:32, 9.okt 2019

Over the final quarter of 2019, the tug of war between economic resilience and recession risk is likely to dominate market outcomes and asset allocation decision making. The asset allocation committee outlines its views below.  Over the past three months,

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Beyond Peak Passive

Beyond Peak Passive

🕔10:36, 26.sep 2019

There is little doubt that over the last decade, investors with portfolios including indextracking strategies, have benefited from an environment in which cheap beta has thrived. However, GAM Investments’ Matthew Beesley questions whether the unrelenting appetite for passive investing could

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Fortress America

Fortress America

🕔15:28, 18.sep 2019

The US economy, currency and equity markets are notably robust due to structural inheritance factors as well as the unique way its economic institutions and boardrooms are run. GAM Investments’ Julian Howard examines how these advantages allow the US to

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Cycling into Emerging Market Sovereigns

Cycling into Emerging Market Sovereigns

🕔07:36, 18.sep 2019

Bond yields have nose-dived once more this summer in light of renewed geopolitical tensions and a decelerating global economy. GAM Investments’ Bogdan Manescu believes that fixed income investors can still find value and attractive yields in emerging market (EM) sovereign,

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Japan: Similar but not the same

Japan: Similar but not the same

🕔18:01, 17.sep 2019

Contrary to popular misconception, the Japanese equity market is vibrant and appears compellingly attractive in valuation terms. GAM Investments’ Ernst Glanzmann and Reiko Mito explain why they are looking forward to the months and years ahead with considerable optimism.

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It Takes a Strong Woman to Stand Up to a Bully

It Takes a Strong Woman to Stand Up to a Bully

🕔17:06, 9.sep 2019

Danish Prime Minister Mette Frederiksen gives Trump a firm ‘no’ as he tries to buy Greenland, despite his lack of ‘green’ credentials. Following the market turbulence in the first half of August, financial markets had a quieter week. Volatility indicators,

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Lower rates for longer

Lower rates for longer

🕔07:50, 3.sep 2019

Dovish guidance from the European Central Bank (ECB) has erased the prospect of higher rates in the foreseeable future and led to significant repricing of bank equities on consensus earnings downgrades. Romain Miginiac, Credit Analyst at Atlanticomnium, explains why the

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Lower rates for longer

Lower rates for longer

🕔18:33, 22.aug 2019

Dovish guidance from the European Central Bank (ECB) has erased the prospect of higher rates in the foreseeable future and led to significant repricing of bank equities on consensus earnings downgrades. Romain Miginiac, Credit Analyst at Atlanticomnium, explains why the

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Rise Of The Megatrends

Rise Of The Megatrends

🕔17:28, 22.aug 2019

For active fund managers, outperforming stock markets, particularly in the US, can be challenging. GAM Investments’ Julian Howard believes one way investors might realistically outperform equity markets going forward is by accessing three structural growth ‘megatrends’: technology, sustainability and emerging

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Jobs aren’t enough

Jobs aren’t enough

🕔17:09, 22.aug 2019

US unemployment has fallen to historic lows and job creation remains robust. GAM Investments’ Larry Hatheway considers what is behind this jobs phenomenon and its longer-term economic implications.

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Emerging Market Debt Update

Emerging Market Debt Update

🕔09:02, 27.mei 2019

Investors turn to social media for tariff-truce updates ahead of a presidential in-person meeting at the G20 in June. Financial market participants spent much of the week monitoring the Twitter account of the US President in an attempt to decipher

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Bitcoin Rally: Testament to Irrationality?

Bitcoin Rally: Testament to Irrationality?

🕔09:02, 27.mei 2019

When digital currencies act as safe-havens, we can’t help but think markets might be having a moment of madness. In Europe, comments from Salvini hurt the BTP market at a time when risk assets were already under some pressure. In

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Financial implications of climate-related risks

Financial implications of climate-related risks

🕔11:02, 20.mei 2019

Climate change has already begun to impact the world’s inhabitants, ecosystems, economies and capital markets, and it will continue to pose a material threat in the future unless meaningful intervention takes place. Meaningful intervention could slow and potentially even reverse

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Emerging Market Debt Update

Emerging Market Debt Update

🕔13:02, 22.feb 2019

Growth Fears Temper the Rally The rally in emerging market (EM) assets paused this week as disappointing European data and mounting evidence of a slowdown in global capital expenditures stoked investors’ fears around the resiliency of the current expansion. Oil

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Global Macro Update

Global Macro Update

🕔13:02, 22.feb 2019

Notes from a Region of Depressed Expectations Paltry data and frustrations in Brussels make for a dreary eurozone outlook, although US/China trade talks provide some hope for markets.

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Emerging Market Debt Update

Emerging Market Debt Update

🕔11:02, 15.feb 2019

‘Patient’ – Emerging Markets Update ‘Patient’ – defined as being able to accept or tolerate delays. It is also the most important word investors heard from central banks all week as the US Federal Reserve (Fed) pronounced that “muted inflation

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Global Macro Update

Global Macro Update

🕔11:02, 15.feb 2019

50 days from the Hell of a Hard Brexit Britain appears to be sleepwalking towards a sticky end as the Brexit cliff edge looms large. At least the outlook is brighter across the Atlantic, while a possible bottoming in China

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Window of Opportunity

Window of Opportunity

🕔19:02, 25.jan 2019

 Emerging Market Debt Update Risk assets continued their early year bounce as dovish Federal Reserve (Fed) speak and cheaper valuations have proven to be just the tonic investors needed to reinvigorate their spirits following 12 jading months. It seems progress

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Baby Shark

Baby Shark

🕔19:02, 25.jan 2019

Global Macro Update Following price action as irritating as the latest viral internet sensation, a change in the tide could result in better fishing grounds for an alpha catch. 

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The Global Investment Outlook

The Global Investment Outlook

🕔19:02, 25.jan 2019

Global economy decelerates as headwinds mount and tailwinds fade After enjoying solid and accelerating global growth in 2017 and the first half of 2018, momentum has waned and we expect this trend to continue into 2019. Financial conditions have worsened

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Growth is not dead!

Growth is not dead!

🕔19:02, 18.jan 2019

Slowdowns, Sentiment and Suggestion – What does 2019 have in Store for Investors? As we transitioned into 2019, it seemed that financial markets were gripped by fears of impending economic slowdown, which helped to fuel flight-to-quality trades, as markets continued

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Powell put(s) EM on Firmer Footing

Powell put(s) EM on Firmer Footing

🕔19:02, 18.jan 2019

Portfolio Manager Perspectives BlueBay Emerging Market Debt Update Those who were diligent enough to be at their desks last week probably felt like 2018 never ended as they endured another rollercoaster ride, with S&P futures experiencing a 6% peak-to-trough move.

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