ATLANTICOMNIUM S.A. specialises in bond portfolio management. Prior to joining ATLANTICOMNIUM S.A. in 1992, Mr Smouha was senior vice president, head of bond trading and sales at Soditic SA/SG Warburg Soditic SA, Geneva. Prior to this, he was at Credit Suisse First Boston in London. Mr Smouha was educated at Harrow School and holds an MA Cantab Hons in Economics from the University of Cambridge. He is based in Geneva.
21 June 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 19 June 2019 the speaker was Anthony Smouha, who provided an insight into the rallying subordinated debt market.
Tuesday, December 12, 20172018 Outlook – The Merits of Active Management
GAM’s investment experts share insights on how active management adds value in their specialist fields.
Tuesday, July 11, 2017The 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.
Tuesday, March 21, 2017Preparing for Normalisation
US stock indices are trading at, or near record highs, US household wealth is booming and US inflation is edging ever closer to the Federal Reserve’s (Fed) 2% target. Anthony Smouha and Gregoire Mivelaz, who co-manage a number of GAM’s credit strategies, ponder the implications of a potential ‘normalisation’ of monetary policy for fixed-income investors.
Thursday, July 21, 20165 Years Best in Class
Interview with Anthony Smouha, CEO of Geneva-based Atlanticomnium S.A. and portfolio manager of a range of credit portfolios, Grégoire Mivelaz, co-fund manager, and Jeremy Smouha, CEO of Atlanticomnium UK.
Thursday, June 30, 2016Equity 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.
Wednesday, May 18, 2016Off 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.