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Thematic

  • 02 October 2018

    Blockchain: looking past the hype

    There is far more to blockchain than the hype surrounding cryptocurrencies. GAM Investments’ Mark Hawtin, who completed the Oxford University / Saïd Business School Blockchain Strategy Programme earlier this year, believes the underlying technology could be a game changer for the technology space.

  • 26 September 2018

    The case for mortgage-backed securities

    Mortgage-backed securities (MBS) make up almost a quarter of the US fixed income market; they offer a less volatile source of returns and are seeing increased levels of issuance.

  • Wallstreet image

    21 August 2018

    The disappearance of tangible equity in the US

    There is a strong rationale for considering tangible equity when assessing corporate balance sheets.

  • it-bags-icon

    Wednesday, April 04, 2018

    Millennials driving growth in the luxury sector

    GAM’s luxury brands strategy recently reached its 10-year anniversary. The luxury sector benefits from global wealth creation and in particular from its high exposure to the growing middle class in emerging markets

  • investing_in_catbonds_icon

    Thursday, March 08, 2018

    Insurance Linked Securities: Bridging the Disaster Gap

    Having demonstrated their value following the 2017 hurricane season, the market for insurance-linked securities, including cat bonds, is set to grow substantially this year.

  • future-of-investing-icon

    Tuesday, February 20, 2018

    LSE SU Alternative Investments Conference

    Alexander Friedman, Group CEO of GAM, delivered a keynote speech at the LSE SU Alternative Investments Conference in London on 22 January. He discussed markets, what the current environment means for active investing and the transformative role of technology in asset management.

  • workplace-automation_icon

    Thursday, February 01, 2018

    Opportunities From Workplace Automation

    Rapid advances in technology are seeing increasing levels of workplace automation, which is throwing up some interesting investment opportunities and giving food for thought in terms of the social implications, says Mark Hawtin, investment director, global long short equity.

  • case-for-gains_icon

    Tuesday, January 23, 2018

    EM Debt: The Case For Further Gains

    Despite rallying for two years, the fundamental case for further gains in EM local currency bonds remains strong, says Paul McNamara, investment director for emerging markets fixed income.

  • game-over-icon

    Wednesday, December 06, 2017

    Inflation’s Endgame, Volatility’s Vengeance

    A gradual decline into disorder? GAM’s Christian Gerlach examines the phenomenon of ‘modern growth’ and ponders the potential implications of the destruction of the ‘utopia of the future’ on distorted asset prices.

  • unconstrained_opportunities_icon

    Friday, December 01, 2017

    Unconstrained Opportunities And Cheap Parachutes

    GAM’s Tim Haywood believes an absolute return approach to fixed income could prove ideal against a backdrop of rising interest rates and a reversal of QE

  • pearl-diving-icon

    Tuesday, November 21, 2017

    Diving For Pearls − China Bond Connect

    Making the connection: GAM’s Amy Kam outlines the potential of China’s bond markets for foreign investors.

  • china-blue-chip_icon

    Friday, November 17, 2017

    China: The Blue Chip Comeback

    Three years on from the launch of the Shanghai stock connect programme, which allows investors outside China to access locally listed shares, we asked GAM’s Jian Shi Cortesi what the impact has been on her strategy.

  • india-untapped-icon

    Tuesday, November 07, 2017

    India: Idiosyncratic and Untapped

    Tim Love, investment director for emerging market equities at GAM, explores the major growth opportunities in India, such as weddings, luxury travel and Bollywood, and the equity market’s untapped potential at a time when China growth is showing signs of slowing.

  • gene-therapy-icon

    Friday, October 27, 2017

    A New Era in Regenerative Medicine

    Why was 30 August 2017 a historic day for science and innovation? Mirjam Heeb, senior portfolio manager explains the benefits of recent disruptive developments in regenerative medicine.

  • mbs-crises-icon

    Wednesday, October 18, 2017

    MBS: Navigating Pre-, Post- and Crises Periods

    For many people, the Global Financial Crisis (GFC) has yet to ‘celebrate’ its 10th anniversary. Amid all the strenuous denials from economists, central bankers, politicians and finance officials, it can be difficult to objectively pinpoint the one single event that signalled the meltdown and mayhem.

  • building-on-firm-ground-icon

    Thursday, October 12, 2017

    Building on Firm Ground

    UK and European economies are on a relatively solid footing, says Jon Rickert, investment director at GAM, and private commercial real estate lending will prosper.

  • china-sweet-spot-icon

    Wednesday, October 04, 2017

    Is China in a ‘Sweet Spot’?

    Michael Lai, investment director explains how China is stemming the flood of overseas investment and dealing with debt, to maintain economic growth.

  • sustainable-investing_icon

    Friday, September 29, 2017

    Sustainable Investing – Time For A Holistic View

    Karl Herzog and Thomas Funk from the Swiss equities team explain how they screen companies based on a comprehensive list of sustainability criteria. Their goal is as simple as it is ambitious, aiming to identify the long-term winners in an increasingly complex and competitive environment.

  • abs-return-all-environments-icon

    Thursday, September 21, 2017

    Absolute Returns in all Environments

    Tim Haywood, investment director for absolute return fixed income strategies, shares his views on the current macroeconomic environment and opportunities in the bond markets.

  • political-risks_icon

    Tuesday, September 19, 2017

    A Sustainable Approach to Generating Returns

    Gianmarco Mondani, CIO of the non-directional equity team in Lugano, explains the academic background behind his strategy, which employs a fundamental, earnings revision-based approach, incorporating both valuation and momentum metrics, and aims to deliver favourable outcomes in the majority of calendar years.

  • big-data-and-investing-icon

    Thursday, September 14, 2017

    Big Data and Investing

    Investment managers are using big data and artificial intelligence to enhance the diversification and risk/return potential of portfolios.

  • convertiles_icon

    Friday, September 08, 2017

    Convertible Bonds: A Truly Compelling Moment for the Asset Class

    Convertible bonds’ combination of cheap valuations and equity exposure would provide a very attractive asymmetrical return profile in a rising interest rate environment. Jonathan Stanford, senior fund manager, non-directional equity, explains.

  • luxury-update-icon

    Wednesday, August 23, 2017

    Luxury: Q2 Results Confirm Solid Trend

    GAM’s Scilla Huang Sun reflects on the Q2 reporting season in the luxury segment of the equity market and identifies some interesting themes worth focusing on

  • harvesting-merger-arbitrage_icon

    Thursday, August 17, 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_refocus_icon

    Thursday, August 10, 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_icon

    Tuesday, August 01, 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.

  • early-brrd-icon

    Tuesday, July 11, 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.

  • value_renaissance_icon

    Thursday, July 06, 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-equities-icon

    Thursday, June 29, 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.

  • uk-stocks-brexit-icon

    Tuesday, June 27, 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.

  • ma-healthy-volumes_icon

    Wednesday, June 14, 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.

  • science_and_economists_icon

    Friday, June 02, 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-icon

    Wednesday, May 17, 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-icon

    Tuesday, May 09, 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-consumer-icon

    Thursday, April 13, 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.

  • 5-years-credit-opps-icons

    Tuesday, March 28, 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.

  • robust_japanese_corporates_icon

    Friday, March 24, 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.

  • em_debt_plenty_of_uplift_icon

    Thursday, March 23, 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.

  • bear_market_icon

    Thursday, March 16, 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.

  • alex_lse_icon

    Tuesday, February 28, 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?

  • batteries_icon

    Tuesday, February 14, 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...

  • it-bags-icon

    Thursday, February 09, 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.

  • underdog-stocks-icon

    Tuesday, February 07, 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.

  • china_merger_icon

    Tuesday, January 17, 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.

  • beneath-the-sizzle-ai-icon

    Wednesday, December 28, 2016

    From Cyborg to Cyber Monday: The Indirect Infiltration of AI

    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.

  • heathcare-2017-the-postelection-comeback-icon

    Thursday, December 15, 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.

  • inflation-is-back-icon

    Tuesday, December 06, 2016

    Inflation is Returning – But it’s Not Too Late to Switch to Inflation-linked Bonds

    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.

  • gold_icon

    Thursday, November 03, 2016

    Rocky Mountain High

    John Lambert, investment director, digs deeper into the gold price and what investors can learn from its recent moves.

  • beneath-the-sizzle-ai-icon

    Wednesday, October 26, 2016

    Beneath the Sizzle of Artificial Intelligence

    Dr Ewan Kirk, CIO and founder of Cantab Capital Partners, which is now part of GAM Systematic, discusses artificial intelligence and machine learning.

  • bank-regulation-creates-opportunities-icon

    Thursday, October 13, 2016

    Bank Regulation Creates Opportunities

    Grégoire Mivelaz takes a deep dive into bank regulation to highlight investment opportunities. He is a fixed income manager at Atlanticomnium SA, which manages several GAM credit strategies.

  • robocars-icon

    Tuesday, October 04, 2016

    Is Your Diversified Portfolio a Single Factor Bet?

    As fundamentals have largely been forgotten since 2010, positioning with the view that they will drive asset prices in the near-term introduces single-factor bet risk into a portfolio, however diversified the underlying holdings. So how can investors truly diversify when the market is expensive and not rewarding fundamentals? Anthony Lawler and Adam Glinsman look at how systematic strategies can reduce your factor risk.

  • oil_icon

    Thursday, September 29, 2016

    OPEC Oil Decision

    Roberto Cominotto comments on the OPEC meeting outcome.

  • electric_vehicles_icon

    Tuesday, September 06, 2016

    Will Electric Vehicles Kill Oil Demand?

    As featured on CNBC, Roberto Cominotto outlines his views on the impact for oil demand.

  • uk_cre_uneven_icon

    Thursday, August 25, 2016

    Commercial Real Estate after Brexit

    Jon Rickert, investment director at GAM, looks at the impact of Brexit on commercial real estate markets and explains why he believes a market value decline will be limited.

  • it-bags-icon

    Thursday, August 18, 2016

    It Bags – Arm Candy or an Investment Piece?

    When markets go nowhere fast, investors turn to more unconventional assets in the hope of wealth appreciation. Tangible assets such as real estate, wine, art and luxury goods can often get overlooked in good times, but their appeal improves when traditional investments stagnate.

  • oil_icon

    Thursday, August 11, 2016

    Tightening Oil Market

    Roberto Cominotto sticks to his forecast for a tightening oil market.

  • online-offline-shopping-icon

    Thursday, August 04, 2016

    Online Interest Drives Offline Sales

    As featured in the Huffington Post, Mark Hawtin and Amanda Lyons of the GAM Tech Team look at the investment case around online apparel retail.

  • pokemon_go_icon

    Friday, July 22, 2016

    Pokémon Go: Hype or Reality?

    Pokémon Go downloads exceeded 15 million in the first week making it the fastest adopted game in history. Nintendo’s share price shot up by 75% as investors get sucked into the hype. Shares have been heavily shorted on the grounds that the Japanese retail investor is well known for loving a craze. So what is the reality?

  • biopharma_icon

    Tuesday, July 12, 2016

    Pharma: Healthy Returns Ahead

    After a challenging nine months, healthcare investors can look forward to a turnaround in the sector’s fortunes. Christophe Eggmann, investment director for healthcare equities, explains why the sector is set up for a successful second half with plenty of opportunities in biopharma.

  • em-stocks-us-rates-icon

    Thursday, June 30, 2016

    Equity Mind Set for Fixed Income Success

    Larry Hatheway recently moderated a discussion on subordinate debt and mortgaged-backed securities, presented by Anthony Smouha and Gary Singleterry. Both approaches offer compelling risk-adjusted returns in a world of otherwise unattractive fixed income valuations.

  • art_basel_icon

    Monday, June 13, 2016

    Art is Emotional

    With the Art Basel coming up – probably the world’s most famous international art fair – it is worth pondering what makes art, and the luxury world more generally, so fascinating. Scilla Huang Sun, manager of a luxury goods equity strategy at GAM, gives her view on what art and luxury goods have in common.

  • natural_gas_insights_icon

    Tuesday, May 31, 2016

    Natural Gas Rally Imminent?

    Roberto Cominotto explains why he believes natural gas prices in the US should rise substantially over the coming 12 months.

  • uk_cre_uneven_icon

    Thursday, May 26, 2016

    UK Commercial Real Estate: An Uneven Recovery?

    Is the UK commercial property market nearing a peak? Investment Director Jon Rickert investigates opportunities for real estate debt investors.

  • sideways_markets_icon

    Wednesday, May 18, 2016

    Off the Beaten Track

    Subordinated debt – worth a look for yield-starved investors. Anthony Smouha, CEO of Geneva-based Atlanticomnium, explains why he believes that junior debt could be an attractive investment proposition.

  • diamonds_icon

    Tuesday, May 10, 2016

    Diamonds Regain Sparkle

    Few investments can evoke such powerful emotions like diamonds. But unless you are admiring an engagement ring, it pays off to keep a cool head and consider all factors that may affect your returns. Portfolio Manager Evelyne Pflugi is doing just that.

  • banks-buy-bad-news-icon

    Thursday, May 05, 2016

    Consumers to Pay for O2/Three Merger Block

    Niall Gallagher, Investment Director, and Chris Sellers, Investment Analyst discuss why consumers will pay the price for rejection of Three/O2 merger

  • tapping_the_network_icon

    Wednesday, May 04, 2016

    Tapping the Network

    LinkedIn, Amazon and Facebook have all surprised the market with the strong earnings and/or revenue growth they experienced in the first quarter. Investment Director Mark Hawtin puts the results into perspective.

  • investing_in_catbonds_icon

    Tuesday, April 19, 2016

    Investing in Cat Bonds

    Dr John Seo, Co-Founder and Managing Principal at Fermat Capital Management LLC, talks about catastrophe bonds and why they may be an option for investors in a low yield environment.

  • icon_oil

    Wednesday, April 13, 2016

    Oil: The Turning Point is at Hand

    Roberto Cominotto is convinced that a sustainable turning point in the oil market is within reach, thanks to the decline in US production.

  • cloud_icon

    Tuesday, March 29, 2016

    Cloud: Why Bother?

    Why does anyone bother investing in cloud companies? Mark Hawtin, Investment Director, and Chris Woodcock, Consultant, investigate.

  • twitter_icon

    Monday, March 21, 2016

    Twitter Turns Ten

    On its 10th anniversary, the success of Twitter as a media asset is clear. But as an investment, the story is less cut and dry, according to Investment Director and technology equity specialist Mark Hawtin.

  • banks-buy-bad-news-icon

    Thursday, March 17, 2016

    Major Banks: Bonds and Equities go Their Separate Ways

    Some household names in the European bank sector have recently disappointed markets with sizeable losses. For Anthony Smouha, CEO at Geneva-based Atlanticomnium SA, which is a manager of several GAM funds, this is no cause for alarm.

  • robocars-icon

    Tuesday, March 15, 2016

    Trend-spotting at Geneva Motor Show

    Oliver Maslowski, portfolio manager of a German value strategy, comments on the latest industry trends at the Geneva International Motor Show 2016

  • alex_lse_icon

    Thursday, March 03, 2016

    The Truth About Conviction Investing And What Cosmology Has To Do With It

    Alexander Friedman, Group CEO of GAM, spoke at the LSE Alternative Investments Conference in London in January 2016 about financial markets and how cosmology may help us better understand them.

  • ces-conference-icon

    Tuesday, February 09, 2016

    The five most Interesting Things that Happened at CES 2016

    Mark Hawtin, Investment Director, reports on the five most interesting things that happened at CES 2016.

  • smarter_than_smart_icon

    Thursday, January 21, 2016

    Smarter Than Smart

    Scilla Huang Sun, Investment Director, comments on prospects for luxury watch brands amid the China slowdown and increasing competition.

  • robocars-icon

    Thursday, December 10, 2015

    The Robocar Rises

    Mark Hawtin and David Goodman look at the industry disruption expected by self-driving car technology.

  • batteries_icon

    Thursday, November 26, 2015

    Why can't I use my smartphone for longer? Challenges and opportunities in battery technology

    Why can’t I use my smartphone for longer? Challenges and opportunities in battery technology.

  • energy_icon

    Tuesday, November 24, 2015

    Paris Climate Summit – A turning point for investor sentiment or just hot air?

    Expectations for the Paris Climate Conference are generally low. Roberto Cominotto comments why this summit is different from others and what potential implications for investors are.

  • icon_drones

    Tuesday, November 10, 2015

    Drones to Map, Connect... and Save the World

    Mark Hawtin and David Goodman look at the rise of the drone and how its data-gathering abilities present serious investment potential.

  • icon_oil

    Tuesday, October 27, 2015

    Energy Bull Market?

    Roberto Cominotto comments on the outlook for oil prices.

  • icon_drugs

    Friday, October 23, 2015

    Drug pricing threat?

    Christophe Eggmann, Investment Director, comments on whether the current drug pricing discussions in the US change his views on healthcare stocks.

  • icon_internet-things

    Tuesday, October 13, 2015

    The Internet of Things – how investors can benefit

    Mark Hawtin, Investment Director, explains what the internet of things is all about and how it changes our lives and the world around us. He also discusses investment ideas.

  • icon_gold

    Thursday, October 01, 2015

    Gold is hooked to the US economy

    Stephan Mueller, precious metals expert at GAM, takes a look at the factors that influence the price of gold.

  • icon_generic

    Friday, September 25, 2015

    How open is the Internet – and does it matter?

    As online traffic and streaming demands grow, the debate as to how neutral is the Internet is heating up. Mark Hawtin, Investment Director, takes a detailed look at the landscape.

  • hawtin

    Tuesday, September 22, 2015

    The perimeter is dead: The fast-changing cyber security landscape

    It’s not a matter of ‘if’, but ‘when’ you get hacked. Mark Hawtin, Investment Director at GAM, goes beyond security scaremongering to examine the challenges that are moving the investment cycle from firewall names to fresh opportunities.

  • huang_sun

    Thursday, September 17, 2015

    Demand for luxury remains strong as the curtain lifts on Fashion Week

    As Fashion Week events in London, Milan and Paris kicks off these days, with designers showcasing their spring/summer 2016 collections, Scilla Huang Sun, luxury brands expert, highlights the fashion brands best positioned for growth.

  • Julian Howard

    Monday, September 14, 2015

    No more 'tech-no' in the UK

    Tech-sector developments suggest Britain is ready to shed its uneasy relationship with innovation. Julian Howard, Investment Director, sees this as great news for both the economy and the stock market.

  • gallagher_niall

    Monday, August 24, 2015

    Are European banks a buy?

    Niall Gallagher, Investment Director, answers the question "Why do you hold so few banks in your portfolios?"

  • hawtin

    Friday, August 14, 2015

    Lean in vs lean out: Music streaming giants go head to head

    As the battle between Apple Music and Spotify heats up, Mark Hawtin and Amanda Lyons, GAM Tech Team, put the industry’s leading offerings head to head.

  • pflugi_evelyne

    Wednesday, July 29, 2015

    Energy sector: Small and mid caps to emerge strongest from the oil crisis

    Comment from Evelyne Pflugi, Investment Manager

  • hawtin

    Tuesday, July 14, 2015

    Five unexpected ways people use drones

    Mark Hawtin, Investment Director, responsible for GAM’s technology strategies, looks into the rise of the drone.

  • hawtin

    Friday, July 03, 2015

    Tech shifts spawn fresh multi-billion dollar industries

    Comment from Mark Hawtin, Investment Director

  • Roberto Cominotto

    Wednesday, June 17, 2015

    Tesla launches solar battery race

    Roberto Cominotto explains how in theory a solar/battery system would allow homeowners in sunny regions to completely disconnect from their utility.

  • eggmann

    Monday, June 15, 2015

    Cancer immunotherapy – Turning cancer into a chronic disease

    Christophe Eggmann, Investment Director, responsible for GAM’s health innovation strategies explains why cancer immunotherapy is considered a quantum leap in cancer patient survival and has the potential to revolutionize cancer treatment.

  • hawtin

    Monday, June 08, 2015

    Big data, big problem

    Mark Hawtin looks into the opportunities and risks associated with the rise of big data.

  • hawtin

    Monday, April 13, 2015

    Developments from the Mobile World Congress

    In what is pitched to be ‘the year of the wearable’ Mark Hawtin takes a look at some of the key developments from the 2015 Mobile World Congress convention.

  • hawtin

    Friday, March 13, 2015

    Technological acceleration – investment themes for 2015

    Mark Hawtin examines some of the leading industry developments that offer the most promising investment potential.

  • singleterry

    Friday, November 28, 2014

    The MBS opportunity – too good to miss

    Too good to miss.

  • wainer_graham

    Friday, November 28, 2014

    Oil be back – why crude has fallen and what it means for investors

    Why crude has fallen and what it means for investors.

  • hawtin

    Thursday, November 20, 2014

    The smart side of luxury

    Technology expert Mark Hawtin and luxury brands specialist Scilla Huang Sun delve into the evolution of smart technology and its influence on the luxury goods sector.