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Latest Insights

Investment Opinions

7 min read

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

8 min read

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

6 min read

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.