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Articles
- US housing: A market immune to a pandemic?
- The subordinated debt solution to rising rates
- Multi asset perspectives: The Rebound in Context
- Weekly Manager Views: Fixed Income
- Managing Market Rotations
- Weekly Manager Views: Equities
- Weekly Manager Views: Fixed Income
- The Show Must Go On: Japanese Equities and The Recovery Games
- Weekly Manager Views: Equities
- GAM ACTs on equitable Covid-19 response
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Latest Insights
Investment Opinions
US housing: A market immune to a pandemic?
14 April 2021
GAM Investments’ Tom Mansley provides an update on the strength of the US housing market and discusses why certain metrics, such as housing affordability, availability and debt servicing levels, continue to be supportive for investors in the US residential mortgage-backed securities (MBS) market.
Investment Opinions
The subordinated debt solution to rising rates
13 April 2021
In a world of record low interest rates, traditional bond investors face an asymmetrical risk-reward scenario, capturing little income while facing the threat of declining prices due to rising rates. Atlanticomnium’s Head of Research Romain Miginiac believes subordinated debt can offer an attractive value proposition, potentially enabling investors to capture high income with low sensitivity to interest rates.
Investment Opinions
Multi asset perspectives: The Rebound in Context
12 April 2021
GAM Investments’ Julian Howard outlines his latest multi asset views, discussing the pressures of rising inflation expectations on equity markets, what the long-term outlook is likely to hold and how investors might realistically position for it.