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Die Presse über GAM

  • Monday, August 19, 2019

    Us Consumer Not Feeling Pain from the Trade War, Strategist Says

    Julian Howard, Investment Director, discusses the U.S. economy. (Source: CNBC).

  • Tuesday, July 23, 2019

    Will See Another Phase of Monetary Adjustment in China, Says Mumford

    Rob Mumford, portfolio manager of emerging markets, discusses the debut of China’s Nasdaq-style board and his outlook for Chinese markets. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)

  • Monday, June 24, 2019

    Masterclass on the Road - Edinburgh

    Atlanticomnium’s Patrick Smouha joins the latest Asset TV Masterclass on the Road – Fixed Income and Property. Patrick answers questions on the liquidity considerations for smaller sized fixed income issuances, as well as highlighting some of the key considerations regarding the European project. (Source: Asset TV).

  • Wednesday, June 19, 2019

    Fixed Income Masterclass - June 2019

    GAM Systematic’s Anthony Lawler joins in the latest Asset TV Fixed Income Masterclass, discussing the rising level of uncertainty across fixed income markets and how a systematic approach might navigate such an environment. (Source: Asset TV).

  • Wednesday, June 19, 2019

    High Quality Investing in Japan

    GAM Investments’ Ernst Glanzmann presents a live Asset TV Masterclass on the Road, discussing how he believes the Japanese equity market will evolve over the coming years and why he focuses on high quality investing. (Source: Asset TV).

  • Wednesday, June 19, 2019

    Fixed Income Masterclass | June 2019

    Anthony Lawler participates in an Asset TV video

  • Thursday, May 23, 2019

    Deutsche Bank Doesn't Have a Profitable Core Business, Strategist

    Ali Miremadi, investment director for global equities, discusses the European banking sector off the back of Deutsche Bank’s AGM. (Source: CNBC)

  • Tuesday, April 09, 2019

    US dollar falling would be a big trigger for global assets, strategist says

    Ali Miremadi, investment director for global equities, discusses global equities, corporate earnings and the economy. (Source: CNBC)

  • Wednesday, March 06, 2019

    Rational to expect upside for US stocks from here, analyst says

    Julian Howard, head of multi-asset solutions at GAM, discusses U.S. equity markets.

  • Monday, March 04, 2019

    Best of Growth and Earnings Is Behind Us, Says GAM’s Hatheway

    Larry Hatheway, head of investment solutions and chief economist at GAM, discusses how the U.S.-China trade negotiations and global growth are impacting currencies, including emerging market currencies, the U.S. dollar and the yuan. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)

  • Monday, February 25, 2019

    GAM's Gosden: The Brexit process has been too much for investors

    Adrian Gosden, co-manager of the £151m GAM UK Equity Income fund with Chris Morrison, speaks to Tom Eckett about the Brexit 'shambles' and the benefits of an agile fund in today's market environment.

  • Thursday, January 31, 2019

    Corporate bonds: How to automate trading for better returns

    Juan Landazabal, Global Head of Trading at GAM Investments, discussed Corporate Bonds and Automation. (Source: Trader TV)

  • Friday, January 18, 2019

    Policymakers recognize risk of slowing growth, economist says

    Larry Hatheway, chief economist at GAM Investments, discusses U.S. politics. (Source CNBC)

  • Wednesday, November 28, 2018

    How high ECB hikes rates is an open question, analyst says

    Ali Miremadi, investment director for global equities at GAM, discusses European markets. (Source: CNBC)

  • Friday, October 12, 2018

    Brexit parliament vote could be quite problematic: Analyst

    Julian Howard, head of multi-asset solutions at GAM discusses Brexit and the outlook for possible second referendum. (Source: CNBC)

  • Thursday, October 04, 2018

    Erdölpreis erreicht Vierjahreshoch

    GAM’s Joachim Corbach discusses the rising oil price on Swiss national TV. (Source: SRF, interview in German)

  • Wednesday, August 15, 2018

    EM Slowdown 'Closer to the End Than the Beginning,' Says GAM's Howard

    Julian Howard, head of multi-asset solutions at GAM, discusses the attractiveness of emerging markets as he sees the U.S. economy slowing the Federal Reserve's rate path. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

  • Monday, August 13, 2018

    Turkey's Market Rout 'Can Be Contained,' Says GAM's McNamara

    Paul McNamara, director for EM fixed income at GAM Investment, discuses contagion concerns related to Turkey's economic issues and the impact capital controls could have on emerging markets. He speaks with Bloomberg's Alix Steel on "Bloomberg Daybreak: Americas." (Source: Bloomberg)

  • Wednesday, July 18, 2018

    Markets 'More Meaningfully Dovish' Than the Fed, Says Bhandari

    Maya Bhandari, director for global asset allocation at Columbia Threadneedle, and Larry Hatheway, chief economist at GAM Group, discuss the yield curve and how markets view the Federal Reserve's rate path. They speak with Bloomberg's Nejra Cehic on "Bloomberg Surveillance." (Source: Bloomberg)

  • Friday, July 13, 2018

    Emerging Markets Remain the Future of Growth

    Julian Howard, head of multi-asset solutions at GAM, explains why his firm sees this as a "long buy-and-hold period" for emerging markets. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

  • Tuesday, June 26, 2018

    White House's Rhetoric on Trade Disputes Is Very Dated

    Larry Hatheway, chief economist at GAM Investment Group, talks about the disputes between the U.S. and its trading partners. He speaks with Kathleen Hays and Yvonne Man on "Bloomberg Daybreak: Asia." (Source: Bloomberg)

  • Tuesday, June 26, 2018

    Trade War Will Endure Because of Votes

    Larry Hatheway, Group Chief Economist, GAM Investment, tells Bloomberg’s Bryan Curtis and Juliette Saly tough trade talk is a winning electoral message for President Trump and the Republican Party; thus it will continue. (Source: Bloomberg)

  • Wednesday, June 20, 2018

    Brexit Political Risk Is Key Driver of Pound, Says BlackRock's Turnill

    Richard Turnill, global chief investment strategist at BlackRock, and Larry Hatheway, chief economist and head of investment solutions at GAM Group, discuss the impact of Brexit uncertainty on the pound. They speak with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

  • Tuesday, June 19, 2018

    Luxury Industry Expert on Why the Global Sell-off Hit Richemont and Swatch

    Luxury expert Scilla Huang Sun sees growth ahead for luxury companies like Swatch and Richemont despite the recent drop in share price. This is because millennials are driving growth in the luxury sector, with luxury companies increasingly embracing digitalization and looking at how to attract this new demographic. (Source: CNN Money Switzerland)

  • Friday, June 15, 2018

    Swiss clients who have been to China are interested in investing there

    Global index compiler MSCI included 226 Chinese large-cap A shares on its MSCI Emerging Markets Index and other global indexes as of June 1. According to Jian Shi Cortesi, fund manager at GAM, this will increase foreign participation and help the market to become more mature. (Source: CNN Money Switzerland)

  • Monday, June 11, 2018

    Fed, ECB to Decide as Markets Watch Paths to Normalization

    Craig Bishop, U.S. fixed income lead strategist at RBC Wealth Management, Jack Flaherty, investment director of fixed income at Gam, and Peter Tchir, head of macro strategy at Academy Securities, look ahead to this week's decisions from the Federal Reserve and European Central Bank.

  • Thursday, May 31, 2018

    Biggest risk to markets is the 'automated echo chamber' analyst says

    Ali Miremadi, investment director, global equities at GAM, said algorithms and high-frequency traders are forming "odd" responses to market-related news.

  • Wednesday, May 30, 2018

    GAM Says ECB Will View German 2-Year Yield as an Aberration

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway discusses the political uncertainty in Italy and the European Central Bank's reaction to the widening spread between German and Italian bond yields. He speaks from Zurich on "Bloomberg Surveillance." (Source: Bloomberg)

  • Friday, May 25, 2018

    Italian politics not affecting the course of doing business: Pro

    Julian Howard, head of multi-asset solutions at GAM, speaks about the relationship between Italian politics and the bond market. (Source: CNBC)

  • Friday, May 18, 2018

    Four Experts Explain How They'd Invest $100,000 – Bloomberg

    What's the best way to invest $100,000 right now? We asked Anthony Lawler of GAM Systematic, PIMCO's Robert Mead, UniSuper's John Pearce, and Brett Himbury of IFM Investors at the Bloomberg Invest Australia summit in Sydney. (Source: Bloomberg)

  • Thursday, May 17, 2018

    Hatheway: First Quarter As Good As It Gets

    Markets are looking at good news as old news, for instance first quarter earnings this year, says Larry Hatheway, Head of Multi Asset at GAM. (Source: Bloomberg)

  • Thursday, May 17, 2018

    Trade growth story lagging behind global economic expansion

    Larry Hatheway, chief economist and head of GAM investment solutions, discusses the health of the global economy. (Source: CNBC)

  • Wednesday, May 02, 2018

    Morgan Stanley Interprets Yield Inversion as 'Troubling Sign'

    Andrew Sheets, chief cross asset strategist at Morgan Stanley, and Ali Miremadi, investment director for global equities at GAM, discuss what a yield inversion could mean for the U.S. economy and the outlook for markets. They speak with Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

  • Monday, April 30, 2018

    GAM Says Rudd Adds to Uncertainty on Brexit, Pound

    Julian Howard, head of multi-asset solutions at GAM, discusses Amber Rudd's resignation as U.K. Home Secretary and its potential impact on Brexit negotiations, the pound and other U.K. assets. He speaks on "Bloomberg Daybreak: Europe." (Source: Bloomberg).

  • Thursday, April 12, 2018

    Higher Rates Good For Active Managers

    Anthony Lawler, Co-Head of GAM Systematic, joined David Ingles and Doug Krizner to discuss the effect of volatility and political risk on hedge funds (Source: Bloomberg)

  • Monday, April 09, 2018

    Legislation for online regulation can take years

    Julian Howard, head of multi-asset solutions at GAM, discusses the priorities in regulation of online and social media platforms in the U.S. (Source: CNBC)

  • Thursday, April 05, 2018

    Italian state lender CDP to take 5% stake in Telecom Italia: Report

    Ali Miremadi, investment director for global equities at GAM, speaks about management of Telecom Italia (Source: CNBC)

  • Friday, March 02, 2018

    Trump tariffs hurt both the US and global economy, investment...

    GAM’s Ali Miremadi says its difficult to see how President Trump’s tariffs on steel and aluminum imports do anything other than hurt the global economy. (Source: CNBC)

  • Thursday, February 15, 2018

    Welcome to the Post-New Normal Era in Markets

    With higher U.S. wage inflation, market participants will begin to doubt the Fed can remain committed to "gradual normalization." From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Bloomberg)

  • Tuesday, January 30, 2018

    What I Learned at Davos

    Davos man must change. But that cannot mean rejecting the core commitment to the view that human ingenuity, fostered by open societies and rewarded by markets, remains the sturdiest foundation for the advancement of humankind. From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Project Syndicate)

  • Monday, January 22, 2018

    Trump's First Year Echoes Obama's Record on the Economy

    The two presidents are in a dead heat in terms of gross domestic product and real consumer spending, says Larry Hatheway, group head of Investment Solutions and group chief economist at GAM. (Source: Bloomberg)

  • Saturday, January 20, 2018

    There's 'Insatiable Demand' for Yield

    Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the appetite for yield and what the unwinding of central bank balance sheets means to bond markets. (Source: Bloomberg)

  • Saturday, January 20, 2018

    Is the 10-Year Yield in 'No Man's Land'?

    Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the 10-year yield hitting its highest level since 2014. (Source: Bloomberg)

  • Tuesday, January 16, 2018

    U.K. Dec. Inflation Rate Falls to 3%, Matching Median Estimates

    Larry Hatheway, GAM Group chief economist and head of investment solutions, discusses the U.K. CPI data report with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

  • Wednesday, January 10, 2018

    Inflation Is Main Focus for Bonds

    Mark Hawtin, investment director at GAM, talks about the impact of inflation levels on bond and equity markets. He speaks on "Bloomberg Markets: European Open." (Source: Bloomberg)

  • Thursday, December 21, 2017

    Will Monetary Policy Trigger Another Financial Crisis?

    Alexander Friedman, Group Chief Executive Officer at GAM Investments, identifies legacy risks from a decade of unconventional measures that central banks will soon roll back. (Source: Project Syndicate)

  • Wednesday, December 20, 2017

    US tax package ‘mildly positive,’ investment manager says

    President Donald Trump’s tax cuts will be beneficial for the stock market, Julian Howard, head of multi-asset solutions at GAM, said. (Source: CNBC)

  • Friday, December 08, 2017

    Brexit a Difficult Issue To Trade On, Economist Says

    Larry Hatheway, chief economist and head of investment solutions at GAM, discusses currency trading and Brexit. (Source: CNBC)

  • Wednesday, November 29, 2017

    The Possible Impact of Tax Reform

    Alexander Friedman, Group Chief Executive Officer at GAM Investments, and Michael Amey, managing director and portfolio manager at PIMCO, discuss the possible impact on the U.S. if tax reform becomes law. (Source: Bloomberg)

  • Thursday, November 23, 2017

    Two Biggest Risks Now Are China and Inflation, Market Veteran Says

    Larry Hatheway, who’s spent decades poring over the mechanics of financial markets and investing, says his two biggest concerns right now are China and inflation. (Source: Bloomberg)

  • Friday, November 10, 2017

    Gosden: Housebuilders are Too Expensive

    Ex-Artemis fund manager Adrian Gosden is building a new UK equity income portfolio at GAM - which means some old favourites are abandoned as overvalued. (Source: Morningstar)

  • Monday, October 30, 2017

    GAM's Gosden: 'You Won't See Me At Another Firm In Two Years' Time'

    Fund manager Adrian Gosden, who joined GAM in September after 13 years at Artemis, has revealed the drivers behind his new equity income fund, due to launch on platforms on 6 November. (Source: Investment Week)

  • Tuesday, October 17, 2017

    The Balanced Portfolio Has Had Its Time

    The days are numbered for the multi-asset trinity of positive correlation, high return and low volatility, says Larry Hatheway, GAM chief economist. (Source: Bloomberg)

  • Thursday, October 05, 2017

    GAM Preps for a Different Quant Future

    GAM Systematic is experimenting with artificial intelligence and data science to ensure it is well positioned for the next wave of quantitative investing. (Source: Institutional Investor)

  • Thursday, September 07, 2017

    GAM Economist Says Draghi Not Finding Audience in Markets

    Larry Hatheway, GAM chief economist, discusses investor reaction to ECB President Mario Draghi's remarks about the euro with Bloomberg's Scarlet Fu, Joe Weisenthal and Abigail Doolittle on "What'd You Miss?" (Source: Bloomberg)

  • Tuesday, September 05, 2017

    No Appetite For Infrastructure Investment

    Infrastructure stocks just “don’t look interesting” in either the U.K. or the U.S. at the moment, Julian Howard, head of Multi Asset Solutions at GAM, said. (Source: CBNC)

  • Monday, September 04, 2017

    Outlook: Hitting the Target

    Larry Hatheway, chief economist and head of investment solutions at GAM, discusses why now is the time for a rethink of the standard asset allocation approach. (Source: New Model Adviser)

  • Tuesday, August 29, 2017

    Why 2017 is the Year Active Management Fights Back

    Active management is making a comeback as a period of normalisation in global monetary conditions begins, says Matthew Beesley, head of equities. (Source: Money Marketing)

  • Tuesday, August 15, 2017

    US Economy Just Ok, Not Particularly Brilliant

    Julian Howard, Head of Multi Asset Solutions at GAM, looks at how sustainable US profits and earnings are based on an "OK" economy. (Source: CNBC)

  • Friday, August 11, 2017

    Advertisers Very Unsure About Snap

    Mark Hawtin, Investment Director, discusses Snap's drop in earnings. (Source: CNBC)

  • Wednesday, August 02, 2017

    Howard: Automakers are Having their ’Tobacco Moment’

    As the move towards electric vehicles gathers pace, German carmakers hoping to prolong the future of diesel technology are engaging in a summit of denial with the German government, says Julian Howard, Head of Multi Asset Solutions at GAM. (Source: Bloomberg)

  • Wednesday, July 26, 2017

    Move to Electric Cars Inevitable

    Julian Howard, Head of Multi Asset Solutions at GAM, discusses his call on automakers following the latest diesel scandal, regulation for the sector and his outlook for the industry. (Source: Bloomberg)

  • Monday, July 17, 2017

    Why Stocks Can Shrug Off Bonds

    As long as growth and inflation expectations move within acceptable ranges, equities will probably grind higher. Larry Hatheway, chief economist discusses on Bloomberg View.

  • Tuesday, July 11, 2017

    All Funds Managed by GAM Carry the GAM Brand

    GAM asset management has cut the last ties to former owners Julius Baer. Daniel Durrer, head of distribution in Europe, explains what the rebranding exercise means for GAM (Source: finews.com)

  • Tuesday, July 04, 2017

    David and Goliath aspects to China’s A share market

    Tim Love, investment director for emerging market equities, considers the significance of the inclusion of China A-shares in the MSCI Emerging Markets index. (Source: Fund Strategy)

  • Thursday, June 22, 2017

    How to Profit from the Renaissance of Value Investing

    John Lambert, Investment Director at GAM, explains why he believes the time is approaching when value investors will be rewarded. (Source: Money Observer)

  • Thursday, June 22, 2017

    GAM’s Howard: U.K. Isn’t Ready For A Rate Hike

    BOE Governor Mark Carney’s Mansion House comments are accurate in stating that the U.K. is not ready for a rise in interest rates and that the central bank should continue playing a supportive role, says Julian Howard, head of multi-asset solutions. (Source: Bloomberg)

  • Monday, June 19, 2017

    Avoid Equities until Sterling Makes Sense

    Julian Howard, head of Multi Asset Solutions at GAM, takes a look at UK equities and sterling, in light of developments surrounding Brexit. (Source: CNBC)

  • Thursday, June 08, 2017

    GAM Holding CEO Sees Global Lack of Inflationary Pressure

    Alexander Friedman, chief executive officer, discusses the factors behind the global lack of inflation. (Source: Bloomberg)

  • Wednesday, June 07, 2017

    Europe's Central Bank Is the World's Most Important

    The ECB's moves are influencing not only European bonds, but Treasuries, too. Larry Hatheway, chief economist discusses on Bloomberg View.

  • Tuesday, May 23, 2017

    Low Long-term Bond Yields Indicate Pessimism Over Growth

    Paul McNamara, investment director, says it's difficult to get optimistic about China, given the high level of private sector debt. (Source: CNBC)

  • Thursday, May 18, 2017

    Why the End of Trump Trade Is Good for Markets

    The so-called Trump trade is in trouble. Julian Howard, Head of Multi Asset Solutions at GAM, explains why this is good for markets. (Source: Citywire Wealth Manager)

  • Tuesday, May 16, 2017

    Markets Struggling to Find Leadership

    Larry Hatheway, chief economist at GAM, discusses the state of play in the U.S. markets, the reasons for the steady climb and why he's positive on equities and risk assets. (Source: Bloomberg)

  • Thursday, May 11, 2017

    Stocks Aren't as Pricey as This Ratio Suggests

    The Shiller P/E ratio is high, but a valuation-based crash is unlikely so long as global earnings continue to grow. Larry Hatheway, chief economist discusses on Bloomberg View.

  • Tuesday, May 02, 2017

    Cloud + Intelligent Edge = The Fog

    Mark Hawtin, investment director and Chris Woodcock, investment analyst discuss new developments in cloud computing. (Source: Huffington Post)

  • Friday, April 28, 2017

    Barclays First Quarter Profit More Than Doubles, Leadership

    Xavier Van Hove, investment director for global equities, discusses Barclays latest earnings and business strategy. (Source: CNBC)

  • Tuesday, April 25, 2017

    Why we like VARP Frontier Markets

    Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan. (Source: Investment Week)

  • Wednesday, April 19, 2017

    May's Snap Election Is Calculated Risk

    Julian Howard, head of Multi Asset Solutions, discusses Theresa May's announcement of a snap election, the support in parliament and his outlook for the pound. (Source: Bloomberg)

  • Friday, April 07, 2017

    Expect Oil Demand to Remain Buoyant

    Xavier van Hove, investment director for global equities, talks about portfolio strategy - specifically oil - given the increased sense of geopolitical risk seen as of late. (Source: CNBC)

  • Wednesday, April 05, 2017

    Opportunity Around AI, Data Huge For Tesla

    Investment director Mark Hawtin comments on the Tesla stock, in light of news that the automaker’s market value had overtaken Ford. (Source: CNBC)

  • Wednesday, April 05, 2017

    FANGS Need to Deliver, But Still Cheap

    Whilst commenting on tech valuations and the overall sector, investment director Mark Hawtin explains why he believes SNAP is overpriced. (Source: CNBC)

  • Thursday, March 30, 2017

    ECB Overdue to Normalize

    Larry Hatheway, chief economist, discusses disparity in U.S. and European monetary policy and his view that improved earnings will drive European markets. (Source: Bloomberg)

  • Thursday, March 30, 2017

    Brexit Difficulty Becomes a Reality for U.K.'s May

    UK Prime Minister Theresa May found immediate opposition from EU leaders to her attempt to tie a free-trade deal with security cooperation. Larry Hatheway, chief economist. (Source: Bloomberg)

  • Monday, March 13, 2017

    Cheer or Fear? The European Investment Dilemma

    Europe's prospects appear bleak with the French elections throwing up the possibility of a break-up of the euro zone and the European Union. For investors however, this presents a dilemma, with an improving economic and earnings picture for both France and Europe. An article from Julian Howard, head of Multi Asset Solutions. (Source CNBC)

  • Monday, March 13, 2017

    M&A Talk Is ‘healthy sign in the market’

    Julian Howard, head of Multi Asset Solutions, discusses recent M&A talk in the market and what this means for making money out of deals. (Source: CNBC)

  • Thursday, March 09, 2017

    New Poll Shows Macron Overtakes Le Pen in French Election

    Larry Hatheway, chief economist, discusses what the polls are saying about the French election and the scenarios that may impose a break up the European Union. (Source: Bloomberg)

  • Thursday, March 09, 2017

    GAM's Hatheway Sees ECB on Hold Till Mid-Year

    Larry Hatheway, chief economist, discusses the impact of uncertain geopolitics on the markets and ECB policy. (Source: Bloomberg)

  • Monday, March 06, 2017

    GAM’s Howard Says Environment for Banking Will Improve

    Julian Howard, head of Multi Asset Solutions, discusses the capital raising plans for European banks, the joining of Deutsche Bank's investment banking and trading units and his outlook for the industry. (Source: Bloomberg)

  • Monday, March 06, 2017

    GAM’s Howard Says European Equities Are a Logical Choice

    Julian Howard, head of Multi Asset Solutions, discusses the rally in equities among political uncertainty. (Source: Bloomberg)

  • Wednesday, March 01, 2017

    Can a Rising Tide Lift all European stocks?

    Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification. Niall Gallagher, investment director, talks in Investment Week.

  • Thursday, February 09, 2017

    Very Difficult Time for Global Investors Generally

    Investment director for global equities, Robert Smithson, takes a look at the world’s current political environment and how its influencing markets and investor sentiment. (Source: CNBC)

  • Thursday, February 09, 2017

    The New Indifference

    Julian Howard, head of Multi Asset Solutions, considers the relationship between markets and political events. (Source: CityAM)

  • Tuesday, February 07, 2017

    Hatheway: Le Pen Move to Leave Euro Equals Unprecedented Risk

    Larry Hatheway discusses the implication of a Le Pen win in the upcoming French elections. (Source: Bloomberg)

  • Monday, February 06, 2017

    Unleashing the Banks?

    Donald Trump seeks to repeal Wall Street regulations introduced during the 2008/2009 global financial crisis. Here's what chief economist Larry Hathaway thinks about it. (Source: Deutsche Welle)

  • Friday, February 03, 2017

    How Does Snap Stack Up to Technology Rivals?

    Mark Hawtin, investment director, discusses the business of Snap as it files for an IPO and looks at results from Amazon and Facebook. (Source: Bloomberg)

  • Friday, February 03, 2017

    Trump Will Manage Relationship With Silicon Valley

    Mark Hawtin, investment director, discusses which of Donald Trump's policies will have the most impact on Silicon Valley. (Source: Bloomberg)

  • Tuesday, January 31, 2017

    What’s In Store for China in the Year of the Rooster

    Investment director, Michael Lai, looks at the outlook for China’s currency and capital controls. (Source: Barron's)

  • Monday, January 30, 2017

    Markets Largely Dismissed 2016’s Political Events

    Julian Howard, head of Multi Asset Solutions, examines market sentiment towards political uncertainty and risk. (Source: CNBC)

  • Friday, January 27, 2017

    Why there is 'pretty good potential' for an Earnings Rebound in Europe in 2017

    Niall Gallagher, investment director for European equities, discusses about how the macro outlook for Europe is the strongest he has seen for some time. He also explains why he is sceptical about the market rotation into value stocks in some areas. (Source: Investment Week)

  • Friday, January 27, 2017

    Why Turkey is an Accident Waiting to Happen

    Paul McNamara, investment director for emerging market debt, discusses emerging markets and his investment views on Turkey. (Source: Bloomberg)

  • Friday, January 27, 2017

    Takeaways from Trump’s First Week in Office

    Paul McNamara discusses Trump’s first week in office. (Source: Bloomberg)

  • Friday, January 27, 2017

    Deep Dive: Mexican Stocks Recovering from Trump

    Paul McNamara discusses the outlook for Mexican equities. (Source: Bloomberg)

  • Thursday, January 26, 2017

    Reporting for Tech Companies Extremely Good so Far

    Mark Hawtin, investment director, discusses his favoured technology stocks. (source: CNBC)

  • Wednesday, January 25, 2017

    Dow Tops 20,000: What’s Next for Market Rally?

    Head of Multi Asset Solutions, Julian Howard, discusses the Dow Jones Industrial Average’s climb past 20,000, corporate earnings and European equities. (Source: Bloomberg)

  • Thursday, January 19, 2017

    Is Your Equity Portfolio in Fact a Bond Portfolio?

    Higher US Treasury yields have caused a rotation in the equity market. Consequently, investors need to apply a filter to their equity investments by questioning their sensitivity to an environment of higher bond yields. Julian Howard, head of Multi Asset Solutions, discusses on Citywire.

  • Wednesday, January 11, 2017

    Turkey: The Crisis Candidate

    Turkey has gone from investor darling to crisis candidate in a few years. The big question for investors is if more lira weakness precipitates a full-blown crisis. Read the full opinion piece by Paul McNamara, investment director, emerging markets fixed income, as featured in the Financial Times.

  • Thursday, January 05, 2017

    Tough to Make Money out of AI

    Mark Hawtin, investment director, weighs in on where to invest in the growing artificial intelligence area. (Source: CNBC)

  • Wednesday, December 21, 2016

    Has China Put the Brake on M&A?

    This month Beijing announced new capital controls measures, including curbs on international renminbi payments and gold imports and, crucially, restrictions on outbound mergers and acquisitions. Roberto Bottoli, a manager of GAM's merger arbitrage strategy, discusses the implications. (Source: CNBC)

  • Tuesday, December 20, 2016

    Political Risk Won't Dissuade Markets

    Julian Howard, head of Multi Asset Solutions at GAM, discusses the impact of populism on markets and his outlook for the global economy in 2017. (Source: Bloomberg Daybreak)

  • Monday, December 19, 2016

    Fundamentals Supportive for Equities in 2017

    US equities will drift upwards, thanks in particular to technical flows says Julian Howard, head of Multi Asset Solutions. He discussed his outlook for 2017 arguing that as long as fundamentals continue to improve, investors should take comfort. (Source: Bloomberg)

  • Tuesday, December 13, 2016

    Trump a Generation Too Late to Fulfil His Ambitions

    Julian Howard, head of Multi Asset Solutions, looks ahead to the Trump administration. (Source: Citywire)

  • Monday, December 12, 2016

    The Companies to Back in the Event of a Eurozone Political Crisis

    Niall Gallagher, investment director, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.

  • Friday, December 09, 2016

    From Cyborg To Cyber Monday: The Indirect Infiltration Of AI

    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. This time round the big developments are focused around specific goals with more subtle impacts, namely in the areas of online shopping and digital butlers. Mark Hawtin and Chris Woodcock discuss the investment potential. (Source: Huffington Post)

  • Thursday, December 08, 2016

    Lack of Productivity Has Held Back Us Growth in Recent Years

    Julian Howard, head of Multi Asset Solutions, takes a look at the state of the U.S. economy. (Source: CNBC)

  • Monday, December 05, 2016

    Italian Referendum - Quo vadis?

    Enzo Puntillo, Head of Fixed Income in Zurich, discusses the outcome of the constitutional referendum held in Italy with Swiss TV SRF Börse. (Source: SRF)

  • Friday, December 02, 2016

    After the BRICs, it's Time to Focus on the VARPs

    Tim Love, Investment Director for Emerging Market Equities, comments on the new emerging markets to watch. (Source CNBC)

  • Tuesday, November 29, 2016

    Trump Has Strong Economic Tailwinds

    Larry Hatheway, group head of GAM Investment Solutions and group chief economist, discusses President-elect Donald Trump's effect on the U.S. economy. (Source: Bloomberg)

  • Wednesday, November 23, 2016

    Tempering Emerging Market Volatility

    Paul McNamara, investment director, discusses the plunging Turkish lira, tension between the central bank and the head of state and emerging market debt. (Source: Bloomberg)

  • Wednesday, November 16, 2016

    Inflation Expectations Should Increase in US

    Head of Fixed Income, Enzo Puntillo, gives his thoughts on inflation expectations and how the markets have reacted, following Donald Trump’s presidential win. (Source: CNBC)

  • Monday, November 14, 2016

    Trump’s Twitter Triumph

    Mark Hawtin, Investment Director and Amanda Lyons, Investment Analyst, look at how social media changed the game at the US election. (Source: Huffington Post)

  • Monday, November 14, 2016

    Significant Risk Priced in for Emerging Markets

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, examine emerging markets in the wake of the U.S. presidential election. (Source: Bloomberg)

  • Monday, November 14, 2016

    Fear Around Mexico Could Be Overdone By Markets

    Markets may have overshot how much of an impact President-elect Donald Trump’s fiscal program will have on the U.S. economy, says Julian Howard, Head of Multi Asset Solutions. (Source: Bloomberg Radio)

  • Monday, November 14, 2016

    Trump Victory Amplifies U.S., EU Differences

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, examines political influence on global markets and look at differences in populism between the United States and Europe. (Source: Bloomberg)

  • Monday, November 14, 2016

    Trump Means Fast Adjustment to Higher Rates

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, discusses interest rate expectations under the economic plan of U.S. President-Elect Donald Trump. (Source: Bloomberg)

  • Monday, November 14, 2016

    Trump Must Do No Harm in Foreign Policy

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, look at expectations for U.S. President-Elect Donald Trump's domestic and foreign policy. (Source: Bloomberg)

  • Friday, November 11, 2016

    Can Global Capitalism Be Saved?

    Will capitalism, globalization, and democracy continue their forward march even in the face of the politics of economic anxiety? Or is this period now at an end? Alexander Friedman discusses on Project Syndicate.

  • Friday, November 11, 2016

    Investors Need to Be Careful About Trump Assumptions

    Julian Howard, investment director, discusses Donald Trump's presidential win, his perceived effect on the markets and where he's seeing opportunity. (Source: Bloomberg)

  • Thursday, November 10, 2016

    GAM’s Cominotto: Trump’s Victory Doesn’t Change OPEC Deal

    It is not clear if Donald Trump will be tough on the Organization of the Petroleum Exporting Countries’ looming production cut plans, says Roberto Cominotto, Portfolio Manager for Energy Equities at GAM. (Source: Bloomberg)

  • Tuesday, November 08, 2016

    Clinton Edges Trump in Latest Polls

    Clinton’s edge in the polls and the FBI statement have come as a relief to stock markets and reversed a flow to haven assets triggered by the agency’s announcement more than a week ago that it had reopened a probe into Clinton’s e-mail usage. Alex Friedman, CEO discusses on Bloomberg Surveillance. (Source: Bloomberg)

  • Tuesday, November 08, 2016

    As America Votes, Will Economics Trump the Rhetoric?

    America decides its next president today. It's an important choice to make with economics in mind. The nation's next batch of leaders could alter how much Americans pay in taxes and who pays them. Alex Friedman, CEO discusses on Bloomberg Surveillance. (Source: Bloomberg)

  • Monday, November 07, 2016

    Donald Trump - the Investment Opportunity?

    Much has been written about the possible effect on the financial markets of the U.S. presidential election and many investors are keen to get an angle in order to protect their portfolios. Julian Howard, Head of Multi-Asset Solutions, looks at the market implications of a Trump victory.

  • Monday, November 07, 2016

    2017 should be a stock picker's market: Pro

    GAM Investment Director Xavier Van Hove explains why 2017 could be a better year for the stock-picker. Added comments on precious metals. (Source: CNBC)

  • Thursday, October 27, 2016

    CBI Urges UK Government to Spend Big on Investment

    U.K. businesses are demanding action from Chancellor of the Exchequer Philip Hammond to boost productivity and stimulate confidence to counteract the uncertainty caused by Brexit. GAM Group Chief Economist Larry Hatheway comments. (Source: Bloomberg)

  • Thursday, October 27, 2016

    Investing Through the Noise of a US Election

    GAM Group Chief Economist Larry Hatheway discusses political investing positioning in light of the US Election. (Source: Bloomberg)

  • Thursday, October 27, 2016

    European Bank Recovery Has Come a Long Way

    GAM Group Chief Economist Larry Hatheway discusses the outlook for bank earnings. (Source: Bloomberg)

  • Wednesday, October 26, 2016

    Macro View of the World

    Alexander Friedman, GAM CEO, provides his short-term and long-term view of the markets. (Source: CNBC)

  • Friday, October 21, 2016

    Case for Active Emerging Market Investing Is Strong

    Vietnam, Argentina, Romania and Pakistan are all showing signs of strong economic growth, according to GAM Investment Director for Emerging Markets, Tim Love. (Source: CNBC)

  • Friday, October 21, 2016

    Is There Anything Left for Fixed-income Investors in Brazil?

    Brazil's fixed-income markets have already rallied strongly this year, significantly outperforming other emerging markets: So what's left for Brazil? Denise Prime, investment manager. (Source: CNBC)

  • Thursday, October 20, 2016

    Why China’s Debt Swap Is Good News for Stocks

    Michael Lai, investment director at GAM, discusses China’s announced debt-to-equity swap and explains how reigning in debt will lift investor confidence and help banks.

  • Tuesday, October 18, 2016

    Weak pound not much help to Burberry: Pro

    Xavier van Hove, investment director at GAM, discusses Burberry's second-quarter sales data, as well as the company's share price drop. (Source: CNBC)

  • Tuesday, October 18, 2016

    Aldi, Lidl likely to take more UK market share: Pro

    Robert Waldschmidt, consumer goods analyst at Liberum, and Xavier van Hove, investment director at GAM, discuss the food retail environment in the U.K. post-Brexit. (Source: CNBC)

  • Friday, October 14, 2016

    Good Value Still Exists in Global Bond Markets

    Emerging market bonds and American corporate credit offer good value for fixed income investors, says Mark Pearce, Fixed Income Specialist at GAM. (Source: Bloomberg)

  • Tuesday, October 11, 2016

    The Market Is Expecting a Clinton Win

    Julian Howard, investment director of multi asset class solutions at GAM, discusses the U.S. presidential election contest between Clinton and Trump. (Source: CNBC)

  • Thursday, October 06, 2016

    It Will Take a Lot for UK to Close Current Account Deficit

    Xavier van Hove,‎ investment director, talks about the UK economy and what this means for the value of sterling and the FTSE. (Source: CNBC)

  • Wednesday, October 05, 2016

    Beneath the Sizzle of Artificial Intelligence

    Ewan Kirk writes about financial applications of artificial intelligence, machine learning and big data. (Source: Institutional Investor)

  • Wednesday, October 05, 2016

    How 'sweeter' Commodities Can Help Beat Oil Price Slides

    Investors should look to under-researched commodities to improve risk return profiles and counterbalance oil’s price volatility, according to Joachim Corbach, head of currencies and commodities. (Source: CityWire Selector)

  • Wednesday, September 28, 2016

    Fed looks like it’ll kick off normalisation in December

    GAM’s Larry Hatheway discusses the Fed and explains how U.S. politics is impacting markets, the economy and the price of oil. (Source: CNBC)

  • Monday, September 26, 2016

    German Residential Market Is a Brexit Beneficiary

    Robert Smithson, investment director at GAM, discusses the Germany property market in the aftermath of Brexit. (Source: CNBC)

  • Monday, September 26, 2016

    Investment Banking Too Uncertain

    Robert Smithson, investment director at GAM, discusses the European banking environment, saying that the "pendulum of pessimism" has swung too far against eurozone banks. (Source: CNBC)

  • Monday, September 26, 2016

    Algiers OPEC Meeting Is Hyped Up

    Investment Director Julian Howard discusses oil prices and alternative investment strategies with First Word Europe’s Nejra Cehic and Markus Karlsson. (Source: Bloomberg)

  • Sunday, September 25, 2016

    Made in Cambridge

    A conversation with Dr Ewan Kirk, CIO and co-founder of Cantab Capital Partners on the GAM aquisition and the launch of GAM Systematic. (Source: The Hedge Fund Journal)

  • Friday, September 23, 2016

    Mining Stocks in Demand Again

    Evelyne Pflugi on Swiss TV SRF Börse commenting on the bounce back of mining companies this year. (Source: SRF)

  • Thursday, September 22, 2016

    Time for Investors to Tap into Africa?

    Participants at the second US-Africa Business Forum in New York highlighted the potential of Africa’s expanding middle class, untapped mineral riches and uncultivated arable land. Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

  • Thursday, September 22, 2016

    Fed Stays Pat but Hike This Year Still on the Cards

    Federal Reserve Chair Janet Yellen braved mounting opposition inside and outside the US central bank and delayed an interest-rate increase again to give the economy more room to run. GAM’s Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

  • Thursday, September 22, 2016

    Emerging Markets Appear Well-Placed to Perform: Hatheway

    The decisions by the Federal Reserve and Bank of Japan have helped revive a rally in emerging markets. GAM’s Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

  • Thursday, September 15, 2016

    When Leggings Got Lucrative - The Rise Of The Athleisure Phenomenon

    Scilla Huang Sun, Head of Equities at GAM, looks into the fashion trend that has gone from fad to staple, shaping the strategies of both high-end and high-street brands. (Source: Huffington Post)

  • Tuesday, September 06, 2016

    Russia, Saudi Arabia Pledge to Stabilize Oil Prices

    Paul McNamara, investment director at GAM Investment, looks at how Russia has weathered lower crude oil prices, what a Russia-Saudi Arabia alliance could mean to oil markets, and Russia's role in post-Brexit Europe. He speaks on "Bloomberg ‹GO›." (Source: Bloomberg)

  • Monday, August 29, 2016

    Unsurprised by Rate Hike Uncertainty

    Joe Corbach, head of currencies and commodities at GAM, weighs in on last week's meeting of central bankers at Jackson Hole, saying that the Fed will hike rates slowly. (Source: CNBC)

  • Friday, August 19, 2016

    Bye-bye Billig-Öl

    GAM’s Roberto Cominotto shares his outlook for oil prices in an interview with the Swiss television’s SRF Börse. (Source: SRF)

  • Thursday, August 18, 2016

    EM corporate debt presents selective opportunities

    GAM’s Dorthe Fredsgaard Nielsen comments on EM corporate debt in the Financial Times’ Beyondbrics.

  • Wednesday, August 17, 2016

    There's further upside for EM bonds: Investor

    GAM Investment Director Paul McNamara recommends that investors steer clear of China, and look at EMs which are more oriented to developed markets. (Source: CNBC)

  • Tuesday, August 16, 2016

    Ignore Central Banks, Invest in Value

    Julian Howard, investment director of multi asset class solutions, argues against trying to guess the direction of central bank policy.

  • Monday, August 15, 2016

    Mrs. May Must Keep Her Footing on the Path to Brexit

    Group Chief Economist Larry Hatheway on "Bloomberg Surveillance." (Source: Bloomberg)

  • Monday, August 15, 2016

    Hatheway: Japan in a Fully Employed Economy

    Group Chief Economist Larry Hatheway discuss his outlook for the Japanese economy. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • Monday, August 15, 2016

    Hatheway: Japan Is Too Small to Matter

    Group Chief Economist Larry Hatheway discusses the Japanese economy. (Source: Bloomberg)

  • Monday, August 15, 2016

    Peak of London Commercial Property Was 2014

    Group Chief Economist Larry Hatheway discusses the U.K. real estate market post-Brexit vote. (Source: Bloomberg)

  • Monday, August 15, 2016

    Will Tesla Kill off the Demand for Oil? Not Quite Yet

    Roberto Cominotto, Energy Equities Investment Director, looks to the question of how the world will change once electric car sales start to take off. (Source: CNBC)

  • Thursday, August 11, 2016

    The growth picture for the luxury sector looks very good: Expert

    Scilla Huang Sun, head of equities at GAM, explains why the outlook is positive for China's consumer and luxury sector. (Source: CNBC)

  • Tuesday, August 09, 2016

    Howard: Goldilocks Sets the Scene for Stock Gains

    The United States’ economy is not strong enough to warrant an interest rate hike by the Federal Reserve, said Julian Howard, investment director at GAM. He told The First Word Europe’s Manus Cranny and Markus Karlsson that it sets the scene for U.S. stocks to head higher. (Source: Bloomberg)

  • Tuesday, August 09, 2016

    Galenica’s financial results were ‘excellent’: Pro

    Mirjam Heeb, senior portfolio manager at GAM, takes a look at Swiss drug maker Galenica’s latest earnings, explaining why they were a great set of results despite the share price falling. (Source: CNBC)

  • Wednesday, August 03, 2016

    HSBC is Fundamentally 'too big'

    HSBC's profits are down because the bank is simply too big, and breaking up the company would increase shareholder value by 50 percent, says Xavier van Hove of THS Partners. (Source: CNBC)

  • Wednesday, July 27, 2016

    LVMH says Underlying Profitability in H1 Remained Flat

    Andrea Gerst, portfolio manager at GAM, comments on the LVMH earnings and the sale of Donna Karan. (Source: CNBC)

  • Wednesday, July 27, 2016

    Stellar Quarter for Facebook

    Mark Hawtin, investment director, joins CNBC's Closing Bell with reactions to Facebook's Q2 results. (Source: CNBC)

  • Wednesday, July 27, 2016

    Facebook’s Results Phenomenal

    Mark Hawtin, investment director, analyses Facebook's quarterly earnings report. (Source: CNBC)

  • Thursday, July 21, 2016

    Dollar Shave Club: the Power of Social Media and the Cloud

    Mark Hawtin, Investment Director, discusses the success of the Dollar Shave Club. (Source: Huffington Post)

  • Tuesday, July 12, 2016

    Has the BOJ Reached Limits of Monetary Stimulus?

    Larry Hatheway discusses a report from Zazuo Momma formerly of the Bank of Japan (Source: Bloomberg)

  • Tuesday, July 12, 2016

    U.K. Economy 'Slacking' Before Brexit Vote, Reports BCC

    The British Chamber of Commerce published its quarterly outlook on July 12th. Larry Hatheway discusses with BCC Interim Director-General Adam Marshall. (Source: Bloomberg)

  • Tuesday, July 12, 2016

    Weak Pound Unlikely to be Reversed Soon

    British stocks have famously drubbed the rest of Europe since Brexit, but anyone capitalizing on the rebound must have endured swings that made holding on impossible, right? Wrong. GAM Chief Economist Larry Hatheway discusses with Bloomberg's Anna Edwards and Manus Cranny on "Countdown." (Source: Bloomberg)

  • Tuesday, July 12, 2016

    Move Over Brexit, Italian Banks Now the Focus

    The International Monetary Fund called for action over concerns relating to the bail-in of retail investors in Italy. GAM Chief Economist Larry Hatheway discusses with Bloomberg's Anna Edwards and Manus Cranny on "Countdown." (Source: Bloomberg)

  • Monday, July 11, 2016

    Post-Brexit Direction of Travel isn’t Sustainable

    Larry Hatheway, group chief economist, explains why easing is the way forward for the Bank of England, following the country’s decision to leave the EU. (Source: CNBC)

  • Monday, July 11, 2016

    US Adds 287,000 Jobs in June, Beating Expectations

    Larry Hatheway, group chief economist, looks at the U.S. jobs number, with specific comment on salary increases and job openings. (Source: CNBC)

  • Friday, July 01, 2016

    GAM Buys $4bn Hedge Fund Manager Cantab Capital

    GAM is buying the $4bn hedge fund manager Cantab Capital, billing the deal as the “cornerstone” for a new quantitative investing unit, the FT reports. (Paywall)

  • Thursday, June 30, 2016

    China Demystified

    Michael Lai, investment director at GAM, explains how his observations on the ground in China tie in with the major issues confusing investors, including the renminbi, China’s GDP growth rate, the change in companies’ priorities and the Chinese stock market.

  • Thursday, June 30, 2016

    Brexit Has Been Great for Emerging Markets

    Tim Love, investment director, says emerging market equities need more bad news, similar to Brexit, to see the current rally continue. He also discusses infrastructure development in India and China. (Source: Bloomberg Radio)

  • Friday, June 24, 2016

    Lessons Learned from Post-Brexit Markets

    Larry Hatheway, head of multi-asset portfolio solutions at GAM, examines global market reactions to the U.K.'s decision to leave the European Union. (Source: Bloomberg)

  • Wednesday, June 22, 2016

    Should You Own Gold after Brexit?

    Evelyne Pflugi, natural resources fund manager at GAM, says a decision to leave the EU will see gold prices rally but a stronger U.S. would hold gold. (Source: CNBC)

  • Monday, June 20, 2016

    Would Oil Price Make Rosneft Sale Worthwhile for Putin?

    Chief Economist Larry Hatheway discusses Vladimir Putin considering selling part of oil producer Rosneft OJSC to China and India as he struggles to meet spending commitments before a possible re-election bid in less than two years. (Source: Bloomberg)

  • Monday, June 20, 2016

    How Would Brexit Impact Yen and Sterling Crosses?

    Chief Economist Larry Hatheway discusses the fact that Japanese shares rose, with the Topix index heading for its biggest gain in two months, as the yen weakened amid increased bets the U.K. will vote to remain in the European Union. (Source: Bloomberg)

  • Monday, June 20, 2016

    Pessimism on Europe's Economy is Overdone

    Chief Economist Larry Hatheway discusses Sterling volatility and the first Brexit poll since the murder of UK MP Jo Cox. (Source: Bloomberg)

  • Wednesday, June 15, 2016

    What would Yellen do?

    US interest rates: to raise or not to raise? GAM Chief Economist Larry Hatheway speaks on Deutsche Welle.

  • Monday, June 13, 2016

    LNKD, MSFT 'great price'

    Mark Hawtin, GAM Investment Director, discusses the acquisition of LinkedIn by Microsoft, what happens to Salesforce.com now, and what other takeovers could be good. (Source: CNBC)

  • Monday, June 06, 2016

    Die Credit Suisse sorgt für Aufsehen

    Lars Jaeger speaks about Credit Suisse’s operational risk bonds in the Swiss television SRF’s 10vor10 show. (Source: SRF)

  • Monday, June 06, 2016

    Why It’s so Hard for Commodity Producers to Diversify?

    GAM Chief Economist Larry Hatheway discusses commodity producers, oil prices and his outlook for Nigeria. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • Monday, June 06, 2016

    How will Janet Yellen Address Jobs Report?

    GAM Chief Economist Larry Hatheway weighs in on the US jobs report and its impact on Fed policy. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • Monday, June 06, 2016

    Are Treasuries in a Bubble?

    GAM Chief Economist Larry Hatheway discuses Treasuries and his investment outlook. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • Friday, May 27, 2016

    Great Worry of China

    A fall in the yuan's daily fix to a five-year low has the market wondering whether China is heading for another bout of currency devaluation jitters. Paul McNamara of GAM tells Roger Blitz that a strong dollar is bound to cause problems for China, but not on the scale of previous episodes of FX volatility. (Source: FT Currency)

  • Tuesday, May 17, 2016

    How Has the Perception of Mortgage-Backed Securities Changed since 2008?

    The perception of mortgage-backed securities (MBS) took a serious hit between 2007 and 2009. Some investors still mistrust the entire asset class, but this could be a mistake, writes Gary Singleterry, investment director at GAM. (Source: Investment Week)

  • Friday, May 13, 2016

    Manna From Helicopters

    Helicopter money could be one of the cheapest and most effective tools for stimulating the economy. It would be a pity if policymakers failed to take advantage of it simply because we do not think about seigniorage revenues correctly, writes Investment Manager Michael Biggs. (Source: Project Syndicate)

  • Thursday, May 12, 2016

    Brazil Senate Suspends Rousseff in Impeachment Vote

    Alexander Friedman, chief executive officer at GAM, talks about the Brazilian Senate’s vote to suspend President Dilma Rousseff forcing her to face an impeachment trial. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • Thursday, May 12, 2016

    Monetary Policy Is Reactive to Politics

    Alexander Friedman, chief executive officer at GAM, discusses the reactive nature of monetary policy. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • Thursday, May 12, 2016

    Alexander Friedman: Fed’s Risky New Global Mandate

    Alexander Friedman, chief executive officer at GAM, speaks with Bloomberg’s Francine Lacqua about a new mandate for the Federal Reserve. (Source: Bloomberg)

  • Thursday, May 05, 2016

    Earnings Preview: Will Alibaba Deliver?

    Jian Shi Cortesi, fund manager, gives her perspective on what to expect from Alibaba’s upcoming earnings.

  • Wednesday, May 04, 2016

    The Fed’s Risky New Mandate

    As the US Federal Reserve inches closer to achieving its targets for the domestic economy, it faces growing pressure to normalize monetary policy. But the domestic economy is no longer the Fed’s sole consideration in policymaking. Group CEO Alexander Friedman looks at the Fed’s risky new mandate. (Source: Project Syndicate)

  • Monday, May 02, 2016

    Don’t Expect Japanese Yen to Go Much Higher

    Joe Corbach, head of currencies and commodities at GAM, looks at the market performance of the Japanese yen following the Bank of Japan’s latest policy move. (Source: CNBC)

  • Friday, April 29, 2016

    How Bad did Markets Take BOJ’s Stimulus Freeze?

    The Banks of Japan’s decision to hold off on adding stimulus to an economy that’s crawling along the bottom stunned markets Thursday, sending the yen surging and stocks slumping. GAM Chief Economist Larry Hatheway discusses with Anna Edwards on “Countdown.” (Source: Bloomberg)

  • Friday, April 29, 2016

    Why the PBOC Strengthened Yuan Fixing

    China’s central bank responded to an overnight tumble in the dollar by strengthening its currency fixing the most since a peg was dismantled in July 2005. GAM Chief Economist Larry Hatheway discusses with Anna Edwards on “Countdown.” (Source: Bloomberg)

  • Friday, April 29, 2016

    Amazon’s Numbers Were ‘Outstanding’: GAM

    Looking at Amazon’s latest earnings, GAM Investment Director Mark Hawtin discusses the tech giant’s positioning in comparison to its rivals. (Source: CNBC)

  • Thursday, April 28, 2016

    GAM’s Hatheway: UK Economic Growth not Much to Fret About

    Larry Hatheway, Group Head of Multi Asset Portfolio Solutions and Group Chief Economist at GAM, said the UK economy is slowing to its natural trend rate of economic growth which is roughly 2 percent. He also discussed the Federal Reserve’s next rate move with Bloomberg First Word Europe’s Jonathan Ferro and Guy Johnson. (Source: Bloomberg)

  • Friday, April 22, 2016

    Central Bank Concerns vs. Real World Concerns

    Larry Hatheway, chief economist at Gam Holding Group, talks about the issues that impact central bank actions and movements in nominal and real interest rates. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • Friday, April 22, 2016

    Central Bank Extremes Not Likely Repeated

    Larry Hatheway discusses a report that the Bank of Japan may eye possible negative loan rates, reflation efforts by central banks, and where he finds market growth surprises. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • Friday, April 22, 2016

    Argentine Bonds Are Still Junk…but for How Long?

    Paul McNamara discusses Argentina’s record breaking bond sale on Bloomberg's Joe Weisenthal, Scarlet Fu and Tracy Alloway on "What'd You Miss?" (Source: Bloomberg)

  • Friday, April 22, 2016

    Assessing Economic Impact of Low Productivity, Higher Oil

    Larry Hatheway discusses the economic impact of low productivity growth and the upside trend in oil markets. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • Thursday, April 21, 2016

    The Fed’s Gamble on Surplus Labor

    Larry Hatheway discusses the Fed’s gamble to give growth a chance. (Source: Project Syndicate)

  • Monday, April 18, 2016

    Who Can Lead Brazil If Rousseff Is Ousted?

    Paul McNamara discusses possible impeachment in Brazil and the economic outlook for the country with Francine Lacqua on Bloomberg Television’s “The Pulse.”

  • Friday, April 08, 2016

    There's Too Much Short-termism in Markets: Expert

    Anthony Lawler says those who held their nerve did better during the recent earnings season. (Source: CNBC)

  • Thursday, April 07, 2016

    What Is Spooking the Federal Reserve?

    Group Chief Economist Larry Hatheway discusses Fed policy and the economy on "Bloomberg ‹GO›." (Source: Bloomberg)

  • Wednesday, March 30, 2016

    Is Yellen Pushing Back Expectations Of A Rate Hike?

    Larry Hatheway, Group Chief Economist, says the Federal Reserve does not seem concerned about inflation. (Source: CNBC)

  • Friday, March 11, 2016

    Why Investors Are Still Mispricing Emerging Markets

    Investment director Paul McNamara discusses the negative sentiment on emerging markets with Bloomberg's Carol Massar and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

  • Friday, March 11, 2016

    Brazilian Stocks Rally More Than 30% Since January Low

    Investment director Paul McNamara discusses President of Brazil Dilma Rousseff’s fight to stay in power with Bloomberg's Carol Massar and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

  • Wednesday, March 09, 2016

    The Impact of Negative Interest Rates

    Enzo Puntillo, head of fixed income at GAM in Zurich, discusses the impact of negative interest rates and the outlook for emerging markets debt on CNBC’s Squawk Box Europe.

  • Thursday, March 03, 2016

    Organic Growth Is Our Core Business

    In this video interview, Group CEO Alexander Friedman comments on GAM’s full year results and the firm’s strategic priorities. (Source: AWP)

  • Thursday, March 03, 2016

    Are Telecoms Poised For Outperformance?

    The European telecoms sector has been an unhappy hunting ground for investors for much of the past fifteen years. Looking ahead, however, there are many reasons for cheer. (Source: Investment Europe)

  • Wednesday, March 02, 2016

    The Politics of Financial Volatility

    As investors struggle to understand what is driving extreme volatility in the financial markets, Alex Friedman, Group CEO, looks at the politics behind it. (Source: Project Syndicate)

  • Thursday, February 25, 2016

    Finding Respite for Emerging Market Currencies and Bonds

    GAM’s Paul McNamara explains the key factors to watch to grasp arising opportunities in emerging markets. (Source: Pensions & Investments)

  • Tuesday, February 23, 2016

    Cheap Oil Forever? Not So Fast

    Oil prices have been a source of great concern for capital markets. Larry Hatheway, Chief Economist and Roberto Cominotto, Investment Director, explore the outlook in a commentary on CNBC.

  • Thursday, February 18, 2016

    Is Deflation Still a Risk for China?

    Jian Shi Cortesi, Investment Director, comments on China’s growth prospects for the months ahead. (Source: CNBC)

  • Tuesday, February 16, 2016

    Is Draghi Raising Expectations Bad for the Market?

    GAM Chief Economist Larry Hatheway discusses the European Central Bank policy with Bloomberg’s Manus Cranny and Anna Edwards on “Countdown.”

  • Monday, February 15, 2016

    Are We Missing a Bright Turnaround Story in Brazil?

    Paul McNamara, Fund Director, discusses the outlook for emerging markets with Bloomberg's Joe Weisenthal and Alix Steel on "What'd You Miss?" (Source: Bloomberg)

  • Wednesday, February 03, 2016

    What Does The Syngenta Deal Tell Us?

    Alexander Friedman, Group CEO , says ChemChina's acquisition of Syngenta could indicate confidence or the company can't find growth. (Source: CNBC)

  • Wednesday, February 03, 2016

    The Current Fall in Oil Prices Scares People

    Alexander Friedman, Group CEO discusses the falling oil price and it's outsized impact on the broader market. (Source: CNBC).

  • Wednesday, February 03, 2016

    From Service Robots to Breathing Phones - Five Tech Trends to Watch

    Mark Hawtin, Investment Director, reports from the CES trade show. He highlights some of the most interesting things he saw from an event which showcases the best and most exciting new technology developments worldwide. (Source: Huffington Post)

  • Friday, January 29, 2016

    Amazon Misses on Spending, Microsoft Grows on Cloud

    Mark Hawtin, Investment Director at GAM, and Bloomberg's Caroline Hyde discuss fourth-quarter results from Amazon and second-quarter results from Microsoft. They speak on "Countdown." (Source: Bloomberg)

  • Wednesday, January 27, 2016

    China Will Continue to be Difficult for Apple

    China is very important as a driver of growth for Apple overall, says Mark Hawtin, Investment Director, as he discusses the unusual results coming from China.

  • Wednesday, January 27, 2016

    Apple Q1 Sales Miss

    Investment Director, Mark Hawtin discusses the currency fluctuations in relation to Apple’s latest earnings results.

  • Thursday, January 21, 2016

    Mastering the Fourth Industrial Revolution

    Human ingenuity is far too little recognized or appreciated, particularly in financial markets. GAM Chief Economist Larry Hatheway explores what the Fourth Industrial Revolution means for investors.

  • Thursday, January 14, 2016

    Luxury Brands on the Way to Recovery?

    The best time to pick up luxury stocks if you’re a long term investor is when people panic on China, Scilla Huang Sun, Fund Manager, tells CNBC.

  • Monday, January 11, 2016

    China Turmoil Sparks Global Market Selloff

    The fundamental problem for investors globally is the uncertainty about Chinese policy response, Larry Hatheway, GAM’s Chief Economist, tells CNN’s Nina dos Santos.

  • Thursday, January 07, 2016

    Japan Mid-caps are Attractive: GAM Chief Economist

    Larry Hatheway, group chief economist at GAM, says domestic firms in Japan are beginning to show better governance and respect for shareholder values and may be worth exploring for investors.

  • Wednesday, January 06, 2016

    Are Emerging Markets Starting to Rebalance?

    Paul McNamara, GAM fund manager, discusses the outlook for emerging markets with Bloomberg's Joe Weisenthal and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

  • Wednesday, December 16, 2015

    How the Fed Just Reduced Inequality

    The US Federal Reserve has finally done it, raising interest rates for the first time in almost a decade. The ramifications for interest-rate spreads, emerging-market equities, and housing demand, among much else, are the subject of widespread debate. But, as markets learn to cope with a less accommodative monetary policy, there could be an important silver lining, which most people have ignored.

  • Friday, December 11, 2015

    Will Oil and Fed Mean More of the Same for 2016 Markets?

    Larry Hatheway, GAM’s Chief Economist and Head of Multi-Asset Portfolio Solutions, speaks on “Bloomberg Surveillance”. He discusses the impact of lower oil prices and a potential Federal Reserve rate hike on 2016 markets and looks at currency concerns for Russia and South Africa.

  • Thursday, November 26, 2015

    BOE Won't be Hiking Rates Anytime Soon

    Chris Morrison, Investment Manager, on CNBC's Capital Connect.

  • Wednesday, November 11, 2015

    Is It Time for Global Money?

    In their opinion piece for Project Syndicate, Larry Hatheway and Alexander Friedman argue that strengthening multilateral institutions offers the best chance of reviving global growth.

  • Monday, November 09, 2015

    How I Survived China’s Black Monday

    GAM Investment Manager Jian Shi Cortesi discusses China’s recent stock market crash and explains the differences to the West’s investing culture in The Telegraph.

  • Thursday, November 05, 2015

    Ad Pricing Rises for FB, Falls for TWTR: Hawtin

    Shares of Facebook are surging 5 percent after earnings beat Wall Street's expectations. Mark Hawtin, GAM Investment Director, discusses the company's success with targeted advertising on CNBC.

  • Thursday, November 05, 2015

    Facebook Looks to the Future, Is It Delivering?

    GAM Investment Director Mark Hawtin discusses his outlook for Facebook. He speaks on "Bloomberg Surveillance."

  • Wednesday, November 04, 2015

    Interview on Saudi Arabia with Enrico Camera (in German)

    Enrico Camera, investment director, talks about the potential of Saudi Arabia from an investor’s point of view in the German Boersen-Zeitung.

  • Tuesday, November 03, 2015

    Are China's Efforts to Encourage Births Working?

    Alexander Friedman, chief executive officer at GAM, discusses the relaxation of China's one-child policy and its impact on the economy on Bloomberg.

  • Wednesday, October 28, 2015

    Is it Time to get into Apple Stock?

    Apple's guidance for the next quarter is very positive but uncertainties over future growth rates remain, says Mark Hawtin, investment director, on CNBC.

  • Friday, October 23, 2015

    Cloud Boom Boosts Google, Amazon

    Mark Hawtin, Investment Director, discusses earnings for Google, Amazon and the outlook for the companies on Bloomberg's "Countdown."

  • Monday, January 01, 0001

    Why the G20
  • Monday, January 01, 0001

    Us-china Trade Deal 'very Important' for Markets, Economist Says

    Larry Hatheway, chief economist, discusses the U.S.-China trade conflict. (Source: CNBC)