11 May 2017
EM – Why Now?
Tim Love, investment director at GAM, discusses the outlook for emerging market equities in 2017 and analyses where the best opportunities are likely to lie in a turbulent political landscape.
24 January 2017
Emerging Markets: Another Year, Another Opportunity
Paul McNamara, investment director responsible for GAM’s emerging market strategies, looks ahead to 2017 and reflects that the likely drivers of EM local currency bond markets are the same ones that led to overall outperformance last year.
12 January 2017
EU Equities – Selection is Key
As featured on Investment Week, Niall Gallagher, Investment Director for European equities at GAM, explains why European companies continue to offer investors interest opportunities for returns in 2017, but warns that careful stock selection will be key.
3 January 2017
After the BRICs, it’s Time to Focus on the VARPs
Tim Love, Investment Director for emerging market equities at GAM, considers the major growth opportunities offered by Vietnam, Argentina, Romania and Pakistan.
29 December 2016
15 Years of the Euro
New Year’s Day will mark 15 years since the physical euro currency was implemented. Joachim Corbach, Head of Currencies & Commodities at GAM, considers the politics behind the introduction of the single currency, its future and what this means for investors.
13 December 2016
Brazil - Room to Rally?
Denise Prime, Investment Manager, examines the potential for Brazil to outperform in 2017 and the opportunities for fixed income investors.
9 December 2016
The Consumer Takes Over
A Q&A with Jian Shi Cortesi, who has been managing a consumer-focused China equity strategy for three years.
1 December 2016
Contagion? Probably Not
Global equity manager Robert Smithson outlines his views on the potential outcomes and implications of the upcoming elections and referendums across Europe.
29 November 2016
Chinese Equity Rally Imminent?
Chinese shares rallied following the Trump election outcome and in contrast to most other emerging markets. GAM’s Asia-Pacific equity manager Michael Lai, who also runs a dedicated China portfolio, explains why he sees Chinese stocks well positioned for further upside.
22 November 2016
Connecting China’s Exchanges
Jian Shi Cortesi, investment manager for Chinese equities at GAM, discusses the development of the Shanghai-Hong Kong Stock Connect Programme as it celebrates its second year anniversary.