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Insights & Thought Leadership

  • Harvesting Merger Arbitrage Premiums

    17 August 2017

    Thematic Harvesting Merger Arbitrage Premiums

    In the prevailing environment, investors are finding fewer and fewer sources of meaningful yield with low volatility from the fixed income universe. GAM’s Roberto Bottoli describes a potentially unconsidered alternative with a return profile offering a low correlation to traditional investment strategies.

  • Larry Hatheway on Markets - August 2017

    15 August 2017

    Macroeconomics Larry Hatheway on Markets - August 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses how global equity and bond markets are performing, the outlook for the dollar and whether economic expansion in emerging markets is sustainable.

  • Japan: Time to Refocus on Earnings

    10 August 2017

    Thematic Japan: Time to Refocus on Earnings

    As featured in Investment Week, Ernst Glanzmann and Reiko Mito, Japanese equity managers at GAM, discuss why the reporting season in Japan will refocus investors' attention on earnings.

  • Sterling: Pounded Down Far Enough?

    8 August 2017

    Investment opinions Sterling: Pounded Down Far Enough?

    The British pound has been the subject of repeated doom-mongering since the Brexit referendum more than a year ago. Joachim Corbach, GAM’s Head of Currencies and Commodities, questions whether there really is more material downside for sterling from the prevailing depressed levels. This article originally featured in Fund Strategy.

  • Normalisation: A Turning Point?

    4 August 2017

    Investment opinions Normalisation: A Turning Point?

    Tim Haywood, investment director for fixed income, says that with policy normalisation from central bankers in both Europe and North America driving bond yields aggressively upwards, June may be remembered as a turning point for fixed income markets.

  • MBS: Size, Depth & Liquidity

    1 August 2017

    Thematic MBS: Size, Depth & Liquidity

    With a low volatility profile and steady yield, returns from mortgage-backed securities beat other medium and high-quality fixed income securities over time. The market has had a radical reform since it took a hit during the financial crisis; those who seek a truly diversified global fixed income strategy should investigate the revised offering. Tom Mansley and Garry Singleterry explain why investors may find that the opportunity is too good to miss.

  • Larry Hatheway on Markets - July 2017

    27 July 2017

    Macroeconomics Larry Hatheway on Markets - July 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for the remainder of the second quarter earnings season and monetary policy over the next quarter.

  • India: On the Cusp of a Multi-year Bull Market?

    25 July 2017

    Investment opinions India: On the Cusp of a Multi-year Bull Market?

    Madhav Bhatkuly considers recent milestones for the Indian economy, including the implementation of the Goods and Services Tax bill and the rapid transformation of the financial services sector, and explains why Indian equities could be on the cusp of a multi-year bull market.

  • Why Active?

    19 July 2017

    Investment opinions Why Active?

    As featured in Citywire Wealth Manager, Larry Hatheway, chief economist and head of GAM Investment Solutions, explains how active and passive strategies play a part in GAM’s multi-asset portfolios.

  • The David and Goliath Aspects of China's A-share Market

    13 July 2017

    Regional The David and Goliath Aspects of 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.


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  • Larry Hatheway on Markets - August 2017

    15 August 2017

    Larry Hatheway on Markets - August 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses how global equity and bond markets are performing, the outlook for the dollar and whether economic expansion in emerging markets is sustainable.

  • Larry Hatheway on Markets - July 2017

    27 July 2017

    Larry Hatheway on Markets - July 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, his expectations for the remainder of the second quarter earnings season and monetary policy over the next quarter.

  • Larry Hatheway on Markets - June 2017

    22 June 2017

    Larry Hatheway on Markets - June 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of stalling or falling inflation and the biggest risks for investors over the next quarter.

  • Larry Hatheway on Markets - May 2017

    25 May 2017

    Larry Hatheway on Markets - May 2017

    Chief economist and Head of GAM Investment Solutions, Larry Hatheway, discusses the outlook for global equity and bond markets, the impact of recent political uncertainty in the US and the significance of the forthcoming UK election and monetary policy decisions for markets.

  • Larry Hatheway on Markets - April 2017

    28 April 2017

    Larry Hatheway on Markets - April 2017

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway comments on the outlook for global fixed income and equity markets.

  • Larry Hatheway on Markets - March 2017

    27 March 2017

    Larry Hatheway on Markets - March 2017

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway comments on the outlook for global fixed income and equity markets.

  • Larry Hatheway on Markets - February 2017

    23 February 2017

    Larry Hatheway on Markets - February 2017

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway comments on the outlook for global fixed income and equity markets.

  • Larry Hatheway on Markets - January 2017

    31 January 2017

    Larry Hatheway on Markets - January 2017

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway comments on the outlook for global fixed income and equity markets.

  • Larry Hatheway on Markets - December 2016

    14 December 2016

    Larry Hatheway on Markets - December 2016

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway comments on the outlook for global fixed income and equity markets.

  • Larry Hatheway on Markets - November 2016

    17 November 2016

    Larry Hatheway on Markets - November 2016

    GAM Chief Economist and Head of Investment Solutions Larry Hatheway comments on the outlook for global fixed income and equity markets.


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  • Harvesting Merger Arbitrage Premiums

    17 August 2017

    Harvesting Merger Arbitrage Premiums

    In the prevailing environment, investors are finding fewer and fewer sources of meaningful yield with low volatility from the fixed income universe. GAM’s Roberto Bottoli describes a potentially unconsidered alternative with a return profile offering a low correlation to traditional investment strategies.

  • Japan: Time to Refocus on Earnings

    10 August 2017

    Japan: Time to Refocus on Earnings

    As featured in Investment Week, Ernst Glanzmann and Reiko Mito, Japanese equity managers at GAM, discuss why the reporting season in Japan will refocus investors' attention on earnings.

  • MBS: Size, Depth & Liquidity

    1 August 2017

    MBS: Size, Depth & Liquidity

    With a low volatility profile and steady yield, returns from mortgage-backed securities beat other medium and high-quality fixed income securities over time. The market has had a radical reform since it took a hit during the financial crisis; those who seek a truly diversified global fixed income strategy should investigate the revised offering. Tom Mansley and Garry Singleterry explain why investors may find that the opportunity is too good to miss.

  • The Early BRRD

    11 July 2017

    The Early BRRD

    Anthony Smouha and Gregoire Mivelaz, who co-manage a number of GAM’s credit strategies, draw considerable encouragement from the practical application of new regulatory mechanisms, which have been designed to curb contagion in the financials sector and thus prevent idiosyncratic issues from morphing into systemic events.

  • The Value Renaissance

    6 July 2017

    The Value Renaissance

    Value investing is the art of buying stocks that in general appear to be priced more cheaply than the market averages. As featured in Money Observer, John Lambert, Investment Director, explains why he believes the time is approaching when value investors will be rewarded.

  • China: Harnessing the ‘Catch-up’ Trade

    29 June 2017

    China: Harnessing the ‘Catch-up’ Trade

    Jian Shi Cortesi, who focuses on opportunities created by the transformation in China’s economy, believes there is significant scope for the country’s equity markets to play catch up following several years of relative underperformance.

  • What Does the General Election Result Mean for UK Equities?

    27 June 2017

    What Does the General Election Result Mean for UK Equities?

    Chris Morrison, investment manager, explains the potential impact of the UK General Election result on the UK equity market.

  • M&A: Healthy Volumes set to Continue

    14 June 2017

    M&A: Healthy Volumes set to Continue

    After a record-breaking start to the year, in terms of transaction numbers and volumes, the merger and acquisitions (M&A) market has slowed down to more normal levels. GAM’s Roberto Bottoli gives his thoughts on the outlook for the remainder of 2017 and the potential opportunities that lie ahead.

  • Biopharma Investment Cycle: Expansion Phase Still in Its Early Innings

    2 June 2017

    Biopharma Investment Cycle: Expansion Phase Still in Its Early Innings

    Unlocking the secrets of the human genome at the turn of the millennium ushered in a transformative era in drug discovery. Christophe Eggmann looks forward to the next potentially lucrative stage of the secular biopharma investment cycle.

  • Cloud + Intelligent Edge = The Fog

    17 May 2017

    Cloud + Intelligent Edge = The Fog

    The fourth generation of computing has arrived. But something is different this time around. Mark Hawtin and Chris Woodcock delve into Fog computing and the missing link between the Cloud and the artificial intelligence explosion.


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  • The David and Goliath Aspects of China's A-share Market

    13 July 2017

    The David and Goliath Aspects of 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.

  • EM – Why Now?

    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.

  • Emerging Markets: Another Year, Another Opportunity

    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.

  • EU Equities – Selection is Key

    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.

  • After the BRICs, it’s Time to Focus on the VARPs

    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.

  • 15 Years of the Euro

    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.

  • Brazil - Room to Rally?

    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.

  • The Consumer Takes Over

    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.

  • Contagion? Probably Not

    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.

  • Chinese Equity Rally Imminent?

    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.


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  • Sterling: Pounded Down Far Enough?

    8 August 2017

    Sterling: Pounded Down Far Enough?

    The British pound has been the subject of repeated doom-mongering since the Brexit referendum more than a year ago. Joachim Corbach, GAM’s Head of Currencies and Commodities, questions whether there really is more material downside for sterling from the prevailing depressed levels. This article originally featured in Fund Strategy.

  • Normalisation: A Turning Point?

    4 August 2017

    Normalisation: A Turning Point?

    Tim Haywood, investment director for fixed income, says that with policy normalisation from central bankers in both Europe and North America driving bond yields aggressively upwards, June may be remembered as a turning point for fixed income markets.

  • India: On the Cusp of a Multi-year Bull Market?

    25 July 2017

    India: On the Cusp of a Multi-year Bull Market?

    Madhav Bhatkuly considers recent milestones for the Indian economy, including the implementation of the Goods and Services Tax bill and the rapid transformation of the financial services sector, and explains why Indian equities could be on the cusp of a multi-year bull market.

  • Why Active?

    19 July 2017

    Why Active?

    As featured in Citywire Wealth Manager, Larry Hatheway, chief economist and head of GAM Investment Solutions, explains how active and passive strategies play a part in GAM’s multi-asset portfolios.

  • The Fed May Not Have Investors Backs For Much Longer

    4 July 2017

    The Fed May Not Have Investors Backs For Much Longer

    The US equity market’s implicit guarantee against instability might be coming to an end. Julian Howard, Head of Multi Asset Solutions at GAM considers why now, and how investors can mitigate the risks and reposition for more reliable income.

  • Stocks Aren't as Pricey as This Ratio Suggests

    23 June 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. As featured on Bloomberg, chief economist Larry Hatheway explains why.

  • UK General Election Outcome – What Now for markets?

    9 June 2017

    UK General Election Outcome – What Now for markets?

    Charles Hepworth, investment director at GAM, comments on the outcome of the UK General Election.

  • UK General Election – What are the Polls Indicating?

    6 June 2017

    UK General Election – What are the Polls Indicating?

    Charles Hepworth, Investment Director at GAM, considers what the outcome of the UK General Election could mean for markets.

  • From Policy-Guided to Fundamentally-Driven Markets

    5 June 2017

    From Policy-Guided to Fundamentally-Driven Markets

    The Global Financial Crisis (GFC) was seen by some as having the potential to mark the end of capitalism as we know it. Within financial markets there is plenty of evidence to suggest this has indeed been the case.

  • Why the End of the Trump Trade is Good for Markets

    31 May 2017

    Why the End of the Trump Trade is Good for Markets

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


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  • UK Unemployment Falls to 4.4%, Wages Top Estimates

    16 August 2017

    UK Unemployment Falls to 4.4%, Wages Top Estimates

    UK unemployment fell to 4.4 percent in the second quarter, the lowest level since 1975. Wage growth topped analysts' estimates at 2.1 percent, but still lagged inflation. Tim Haywood, investment director at GAM Investment, examines the wage data. (Source: Bloomberg)

  • US Economy Just Ok, Not Particularly Brilliant

    15 August 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)

  • Advertisers Very Unsure About Snap

    11 August 2017

    Advertisers Very Unsure About Snap

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

  • Howard: Automakers are Having their ’Tobacco Moment’

    2 August 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)

  • Move to Electric Cars Inevitable

    26 July 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)

  • Why Stocks Can Shrug Off Bonds

    17 July 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.

  • All Funds Managed by GAM Carry the GAM Brand

    11 July 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)

  • David and Goliath aspects to China’s A share market

    4 July 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)

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

    22 June 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)

  • How to Profit from the Renaissance of Value Investing

    22 June 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)


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