16 March 2017
Oil Supply Falling Behind Demand
The International Energy Agency last week highlighted growing risks to the oil supply as a result of underinvestment. Robert Cominotto, investment director for energy equities at GAM, considers the possible implications for the global oil market.
28 February 2017
LSE Alternative Investments Conference - Algorithm Aversion
Dr Ewan Kirk, Chief Investment Officer of GAM Systematic’s Cantab team, spoke at the LSE Alternative Investments Conference in London in January 2017. He questioned why investors in general are sceptical of systematic trading while long term performance seems to indicate that the performance of models is at least as good as that of humans. So why the scepticism?
14 February 2017
Tech Themes For 2017
As technology evolves, new themes and opportunities open up for investors. As featured in Citywire, Mark Hawtin, GAM Investment Director, puts forward his thematic predictions for 2017, and explains why the future is not in handsets...
9 February 2017
Themes and Trends for Luxury in 2017
After three painful years, the luxury sector is turning a corner. This shift is bringing new investment opportunities, but GAM investment director Scilla Huang Sun believes that the recovery will not be uniform across the sector, meaning careful stock selection is key. She presents the trends and themes to watch this year.
7 February 2017
Change is in the Air
Tim Haywood, investment director for absolute return strategies looks ahead to 2017 where, after a year of shock results and unexpected outcomes, two signs of change have materialised on the fixed income horizon.
17 January 2017
Has China put the Brake on M&A?
Roberto Bottoli, manager of GAM’s merger arbitrage strategy, discusses the significance of new capital controls measures imposed by China, namely restrictions on outbound mergers and acquisitions, and whether the political standoff between China and other countries on cross-border M&A is likely to be resolved.
28 December 2016
From Cyborg to Cyber Monday
The 1980s AI brought fears of a Terminator-style cyborg uprising, where humans became enslaved by their robotic overlords. This time round the big developments are focused around specific goals with more subtle impacts, namely in the areas of online shopping and digital butlers. Mark Hawtin and Chris Woodcock discuss the investment potential.
15 December 2016
Healthcare 2017: The Postelection Comeback
Given an environment conducive to merger and acquisition (M&A) activity, Christophe Eggman, investment director for healthcare equities, looks ahead to 2017 and beyond with a sense of optimism.
6 December 2016
Inflation is Returning
Bond markets are selling off and investors’ year-to-date gains are melting. Higher inflation expectations have lately re-appeared on the list of market concerns. Bernhard Urech, a fixed income manager at GAM, points towards inflation-linked bonds as an effective way to hedge against this worry. But before rushing into the asset class, there are a few things to consider.
3 November 2016
Rocky Mountain High
John Lambert, investment director, digs deeper into the gold price and what investors can learn from its recent moves.