Prior to joining GAM Group in January 2010, he was head of commodity research at Dow Jones & Company, advising industrial companies in Europe on raw material risk management. Prior to that, he worked at Diapason Commodity Management in Switzerland, where his primary responsibilities were product management and market analysis. Christian Gerlach holds a MSc in Global Economic History from the London School of Economics & Political Science and an MA in Contemporary History from the University of Fribourg. He is based in Zurich.
29 November 2018Commodities curves and central banking policy
Following several decades of neglect, ECB Chairman Mario Draghi is reintroducing commodities curves to central bank inflation forecasts. This is a welcome development, according to GAM Investments’ Joachim Corbach and Christian Gerlach, but some fine tuning appears to be required.
Wednesday, December 06, 2017Inflation’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.
Tuesday, January 10, 20172017 Outlook – Contrarian Trades
A number of major political and economic events shaped financial markets in 2016, forcing investors to navigate a landscape of heightened volatility. But with uncertainty likely to continue through 2017, GAM’s investment managers have identified some unique investment opportunities that go against the grain.
Monday, December 19, 20162017 Outlook – The Investment Themes to Watch
2016 was a year of erratic markets and geopolitical shocks that sent fundamentals into the shadows. Bourses moved on speculation and surprise, challenging market participants. GAM’s investment experts put forward their key themes for the year ahead.
Tuesday, September 27, 2016Mirror, Mirror on the Wall...
Commodity markets are one of the best mirrors to capture economic and monetary reality. Christian Gerlach, portfolio manager of a commodity fund at GAM, explains their importance.
Wednesday, November 04, 2015Commodities and Deflation: The Worst is Yet to Come
Christian Gerlach, Investment Manager, discusses the implications of dramatically lower commodity prices for the world economy and globalisation.