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  • 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.

  • Macro and asset allocation after trump

    9 November 2016

    Macro and asset allocation after trump

    A first reaction from Larry Hatheway, Chief Economist and Head of Multi Asset Portfolio Solutions, on the implication of the US election result for investors.

  • Larry Hatheway on Markets - October 2016

    21 October 2016

    Larry Hatheway on Markets - October 2016

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


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

    27 June 2017

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

  • Swiss Equities: From Headwind to Tailwind

    9 May 2017

    Swiss Equities: From Headwind to Tailwind

    Across the developed world, the reaction of corporate executives facing the post-global financial crisis era of emergency monetary policy and anaemic economic momentum was to deleverage bloated balance sheets and cut costs. While broad efforts to trim the fat across the corporate landscape have been laudable, the efforts of Swiss businesses are worthy of a special mention because they have had to fight significant headwinds during the streamlining process.

  • China: An Under-researched Market

    13 April 2017

    China: An Under-researched Market

    Jian Shi Cortesi, who has been managing a consumer-focused China equity strategy for more than three years, provides an overview of the prevailing stock-picking environment.

  • Alternative Risk Premia Are Here to Stay

    28 March 2017

    Alternative Risk Premia Are Here to Stay

    A Q&A with Lars Jaeger, pioneer of alternative risk premia strategies. Together with his GAM Systematic team, he manages the strategy that invests in risk premia and celebrates the strategy’s five-year anniversary in March.

  • Japan - Taking the Best out of an Underappreciated Market

    24 March 2017

    Japan - Taking the Best out of an Underappreciated Market

    A Q&A with Ernst Glanzmann, Head of Japan, and Reiko Mito, portfolio manager. Together they manage a Japanese equity strategy which celebrates its 25-year anniversary in March.

  • Emerging Market Debt – Plenty of Upside Left

    23 March 2017

    Emerging Market Debt – Plenty of Upside Left

    A Q&A with Enzo Puntillo, Head of Fixed Income at GAM in Zurich. Together with his team, he manages various emerging market debt portfolios. The unconstrained “best ideas” strategy just marked its three-year anniversary.

  • Oil Supply Falling Behind Demand

    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. Roberto Cominotto considers the possible implications for the global oil market.


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  • 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.

  • Connecting China’s Exchanges

    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.


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  • 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.

  • GAM Investment Conference: Investing into the Future

    2 May 2017

    GAM Investment Conference: Investing into the Future

    Investors could be forgiven for being distracted by the persistent changes to the geopolitical landscape and for wondering what might happen next to cause further market uncertainty. Paying too much attention to short-term investment trends rather than the importance of longer-term investment planning can prove a costly distraction. The GAM managers give their thoughts on looking long-term for investment success.

  • The Remote But Real Risk in European Equity Markets

    21 April 2017

    The Remote But Real Risk in European Equity Markets

    Political risk is very much back on the agenda and even seemingly remote out comes cannot be discounted. While Gianmarco Mondani, Roberto Cantaluppi and Paolo Longinotti are wary of potential turbulence, they are also optimistic about the return to the market of differentiation at the stock level.

  • Cheer or Fear? The European Investment Dilemma

    19 April 2017

    Cheer or Fear? The European Investment Dilemma

    Europe’s election calendar reads like a political minefield, with prospects appearing all the more bleak with the French elections throwing up the possibility of a break-up of the euro zone and the European Union. Julian Howard, head of Multi Asset Solutions, considers the dilemma this presents for investors, particularly in light of an improving economic and earnings picture for both France and Europe.

  • A Game You ‘Probably’ Can't Lose

    11 April 2017

    A Game You ‘Probably’ Can't Lose

    GAM Systematic’s Dr Ewan Kirk and Dr Tom Gillam pay a short visit to a world of odds-based binary bets and apply their findings to a more familiar financial landscape.

  • Pair Trades to Pare Risk

    6 April 2017

    Pair Trades to Pare Risk

    In recent years, accessing the cheap beta of equity markets has been one of the best ways to invest. However, with dispersion becoming increasingly evident and potential political storm clouds gathering on the horizon, GAM portfolio managers Andy Kastner and Désirée Mueller ponder whether it might be a good time to reconsider a market neutral approach to investing in European equities.


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