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Manager Insights

Outlook 2026
European financial green bonds: yield and impact go hand in hand
December 2025 | Romain Miginiac

Sustainable Climate Bonds: "Green does not have to equal lower return."

Outlook 2026
Subordinated debt remains the sweet spot within fixed income
December 2025 | Romain Miginiac

Credit Opportunities: “We see the European financial sector as one of the best opportunities within credit markets in 2026.”

Active Thinking
Why Europe is back on the radar for global investors
10 November 2025 | Gregoire Mivelaz

As rate cycles diverge, Atlanticomnium Fund Manager Grégoire Mivelaz sees Europe’s policy stability, alongside the strength of its banks, drawing renewed investor interest.

Active Thinking
Navigating credit markets with a sailor’s mindset
09 September 2025 | Gregoire Mivelaz

As investors increasingly seek to diversify away from the US, demand for European credit is surging. Grégoire Mivelaz, Fund Manager at Atlanticomnium, who co-manages GAM’s Credit Opportunities strategies, emphasises the importance of active management, deep experience and disciplined positioning in subordinated debt investing.