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Adrian Owens

Adrian Owens - Investment Director


Adrian Owens is an Investment Director managing fixed income and currency-based funds, and related strategies.

Prior to joining GAM in May 2009, Mr Owens was at Julius Baer Investments Limited and was based in its New York office from 2001 until 2002, where he oversaw the US fixed income funds. Upon his return to London, he worked as co-head of the company's fixed income investments before launching an in-house fixed income and currency-based hedge fund in January 2004. Prior to that, Mr Owens was the European economist at Yamaichi International (Europe). He spent the early part of his career working as an economist for the UK Department of Employment and then HM Treasury. Mr Owens holds a Masters in Economics from McGill University, Montreal. He is based in London.

Adrian Owens

My Insights

Active Thinking

8 min read

Active Thinking
17 May 2023

At GAM Investments’ latest Active Thinking forum, David Dowsett reflects on why markets may have remained in relatively tight ranges in recent weeks, while Adrian Owens outlines his expectations for markets over the near- and medium-term, as well as where he sees opportunities going forward.

Outlook 2023

5 min read

Outlook 2023: Adrian Owens (Global Macro and Currency Fixed Income)
December 2022

Central bankers are looking to the future and how current policy is likely to impact future inflation. In terms of action to date, the Federal Reserve (Fed) has done more, having hiked rates by 375 bps at the time of writing, while the Bank of England (BoE) has raised rates by 290 bps.

Investment Opinions

6 min read

You go your way and I’ll go mine
08 November 2022

Earlier this month, Federal Reserve (Fed) Governor Jerome Powell said that US interest rates may need to rise by more than is currently priced by the market. In contrast, Bank of England Governor Andrew Bailey was explicit in stating that official interest rates in the UK were unlikely to rise as much as the market was expecting – despite, in his words, perhaps the largest upside risks to inflation in the Monetary Policy Committee’s (MPC) history.

Active Thinking

5 min read

Active Thinking
26 October 2022

At GAM Investments’ latest Active Thinking forum, Adrian Owens discussed his expectations for inflation and monetary policy over the remainder of the year, with a focus on the US, Japan and the UK.

My Videos

Active Thinking

5:18 min watch

Global Rates – Adrian Owens
24 April 2023

Adrian Owens gives a video update on his latest thoughts, reflecting on the banking issues of the first quarter, the importance of the ability to short some markets, the fact stubbornly high inflation could create opportunities and why he is keeping a close eye on Fed fund futures.

Active Thinking

03:15 min watch

Global Rates – Adrian Owens
03 November 2022

Adrian Owens sees central bank tightening having an impact but will be looking for signs the US labour market is softening and core inflation has peaked in Q4.

Active Thinking

3:48 min watch

Global Rates – Adrian Owens
21 July 2022

Adrian Owens discusses the stubbornness of core inflation and the implications this has for the market, as well as why he will be closely watching the labour market in the US over the next quarter.

Active Thinking

4:50 min watch

Global Rates – Adrian Owens
09 May 2022

Adrian Owens discusses the growing realisation that inflation is not temporary and how to provide protection from inflation, as well as the benefits of relative value trades.