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Middle East

For over 25 years, GAM Investments has been operating in the Middle East, serving clients throughout the GCC, Israel and Cyprus. Our dedication to our clients in the region is unwavering, and we are actively engaged in the institutional, wholesale and family office spaces.
We regularly host portfolio manager and thought leadership events in the region to ensure our clients receive the best possible investment experience.
We continue our quest to bring our clients innovative, sustainable and intelligent ideas, along with service delivered by people who really care about our clients’ experience."
Philip Rosenberg, Managing Director, Head of Distribution Middle East

Our Thinking

Investment-Meinungen

5 Min

AT1 CoCos bleiben attraktiv
30. Mai 2023

AT1-Contingent Convertible Bonds (CoCos) waren im ersten Quartal dieses Jahres nach der Übernahme der Credit Suisse durch die UBS in den Schlagzeilen. Romain Miginiac, Head of Research bei Atlanti, ist der Ansicht, dass der AT1-Markt innerhalb der nachrangigen Schuldtitel europäischer Finanzunternehmen ungeachtet dessen lebensfähig und attraktiv bleibt.

Investment-Meinungen

8 Min

Land der Verwirrung
23. Mai 2023

Die freundlichen Märkte stehen zunehmend im Widerspruch zu den wirtschaftlichen Rahmenbedingungen. Julian Howard von GAM Investments untersucht, was Anleger, wenn überhaupt, infolgedessen tun sollten.

Investment-Meinungen

6 Min

Fünf Gründe, warum europäische Banken eine Überlegung Wert sind
18. Mai 2023

Niall Gallagher von GAM Investments fragt, warum der Markt nach wie vor zu pessimistisch gegenüber europäischen Banken ist, und nennt fünf Gründe, warum er den Sektor für eine Chance hält.

Distinctive by design

Our business continues to attract original and independent thinkers, bringing their distinctive, and often unique, styles. Here at GAM, our investment professionals are encouraged to develop their ideas, leveraging our global operations and risk framework to bring rigour to each approach.  Our strategies showcase the personality, passion and expertise of our investment managers and partners. We do not try to compete in all markets but rather we focus on the hard-to-access, niche areas where specialist expertise and strong conviction can have a real impact. This has helped us curate a collection of highly-differentiated, active investment strategies for clients to use alongside their core portfolios. 

Video

03:42 min watch

Cat Bonds / ILS - John Seo
14. Februar 2023

John Seo erinnert uns an die Bedeutung des Hurrikans Ian für den Markt für Katastrophenanleihen, hebt das Rekordniveau der Renditen und das steigende Risikoangebot hervor und erklärt, warum er die Renditen japanischer Erdbebenanleihen auf dem Sekundärmarkt betrachtet.

Video

3:58 min watch

Cat Bonds / ILS - John Seo
16 July 2021

John Seo discusses record issuance in the ILS market, how ESG credentials are attracting both new investors and new issuers, and what we might expect from the North Atlantic hurricane season.

Video

9:08 min watch

Credit Opportunities – Gregoire Mivelaz
24. April 2023

In seinem neuesten Video-Update erörtert Gregoire Mivelaz die Ereignisse zu Beginn dieses Jahres und deren Bedeutung für Anleger in nachrangigen Schuldtiteln. Er hebt die anhaltende Qualität der Emittenten hervor und erklärt, warum er kündbare ewige Schuldtitel genau beobachtet, deren Preis anstatt bis zum nächsten Kündigungstermin bis zur Fälligkeit neu berechnet wurde.

Video

08:13 min watch

Credit Opportunities – Gregoire Mivelaz
14 February 2023

Gregoire Mivelaz unterstreicht die Bedeutung der Inflation und der Maßnahmen der Zentralbank im vergangenen Jahr, die positiven Eigenschaften nachrangiger Schuldtitel im derzeitigen Umfeld und die besonderen Möglichkeiten, die sich durch die unterschiedliche Wahrnehmung des Verlängerungsrisikos ergeben.

Video

05:30 min watch

Credit Opportunities – Gregoire Mivelaz
03 November 2022

Nachrangige Schuldtitel bieten Anlegern ein Einkommen vergleichbar dem von Hochzinsanleihen, allerdings von Emittenten mit Investment Grade-Rating, was im derzeitigen Marktumfeld mit Inflationsdruck und Unsicherheit definitiv eine attraktive Anlagealternative darstellt.

Video

6:15 min watch

Credit Opportunities – Gregoire Mivelaz
09 May 2022

Gregoire Mivelaz gives his views on a positive outlook for subordinated debt in a rising rate environment and reflects on the inflationary pressures and Fed hikes in 2022 so far.

Active Thinking

At GAM we have always sought out first-rate investment talent to manage our range of truly distinctive investments. Our Active Thinking insights showcase their ideas and research on the latest investment themes and innovations, macro and geopolitical activity, as well as broader industry trends, with a view to keeping our clients abreast of the latest investment thinking.
As markets change over time, we’re ready for the challenge. Independent and with a global presence, we have long recognised across all areas of our business that results beyond the ordinary can best be achieved by thinking beyond the obvious. Hear the latest views from our investment managers.

Wir sind bereit, uns den Herausforderungen der sich him Zeitablauf wandelnden Märkte zu stellen. Als unabhängiges Unternehmen mit globaler Präsenz haben wir seit langem in allen unseren Geschäftsbereichen erkannt, dass sich überdurchschnittliche Ergebnisse am besten erzielen lassen, wenn man über das Offensichtliche hinaus denkt. Hören Sie die neuesten Ansichten unserer Investmentmanager.

GAM in the News

From market reopening to recovery: China equities stage comeback

Six portfolio managers highlight the sectors for positioning as the market outlook turns positive for Chinese equities.
(Source Citywire Middle East May 2023)

China, the Year of the Rabbit and Private Client Portfolios – Views from GAM Investments’ Jian Shi Cortesi

Jian Shi Cortesi, Investment Director for GAM Investments is a believer in the opportunities that China’s equity markets offer private clients this year. She gave a presentation to delegates at the Hubbis Independent Wealth Management Forum in Dubai on March 15, highlighting the dramatic shift from closure to reopening in China, uncovering the sectors where he thinks investors can find value, and explaining GAM’s investment approach to unlocking that value.
(Source Hubbis April 2023)

Portfolio managers on which semiconductor stocks to pick now

Semiconductor stocks may have been hit hard last year, but many are poised to be comeback kings in 2023.
(Source Citywire Middle East March 2023)

GAM’s ME distribution head expects risk assets recovery in 2023

GAM Investment’s Middle East distribution head, Philip Rosenberg is optimistic about an investment recovery if macroeconomic headwinds subside by mid-2023.
(Source Citywire Middle East January 2023)

GAM Investments on Finding Opportunities in European Equities

In partnership with GAM Investments, Hubbis held a behind-closed-doors discussion on November 14 in Dubai, focusing on European equities and investor strategies for the year ahead.
Watch the video interview here.
(Source Hubbis December 2022)

Equity Investment Opportunities in the Emerging Markets: Could 2023 onwards be 2003-2008 all over again?

Following over a decade of poor performance relative to the Developed Markets (DM) arena, experts at GAM Investments believe the opportunity set within Emerging Market (EM) equities has not been as strong for many years, and that a confluence of positive factors could presage a similar, and possible even better, EM bull market run as enjoyed by investors between 2003 and 2008.
(Source Hubbis December 2022)

Is the emerging equities investment opportunity returning?

“They are much more modern. They’re much more resilient. They’re much more globalfacing than domestic demand-facing, and they dominate in areas of centers of excellence on a global basis, many of the modern industries of tomorrow, including that of EVs, robotics, and many would say AI as well, in addition to semiconductors.” ~ Tim Love
(Source Hubbis November 2022)

Opportunities for the year ahead

“Every time we experience a systemic crisis, and we tend to see some crisis every two and a half years, so this time is not different, we usually get full price recovery within six to nine months. That’s a so-called ‘pull to powerful bonds’.” ~ Gregoire Mivelaz.
(Source Hubbis July 2022)

The Quest for Safe and Reliable Income in Today’s Uncertain World

On March 2 in Dubai, Hubbis held its first live event since the pandemic struck in early 2020. It was also the first live manager meeting for our exclusive partner for the event, GAM Investments. The objective was to learn from key individuals in the Middle East wealth management community about their needs and the expectations of their increasingly sophisticated HNW and UHNW clients.
(Source Hubbis April 2022)

 

GAM Investments ist eine der führenden unabhängigen, reinen Vermögensverwaltungsgruppen der Welt. Wir bieten aktive Anlagelösungen und Produkte für Institutionen, Finanzintermediäre und Privatanleger.

Bei GAM verfolgen wir einen ganzheitlichen Ansatz für verantwortungsvolles Investieren, der ein starkes Engagement für aktives Investieren und Stewardship beinhaltet.

Contacts