Prior to joining GAM Group in November 2010, he was Head of Equity Research at Julius Baer and equity analyst covering the global healthcare sector. Prior to that, he held various positions as a fund manager and equity analyst at Bank Hofmann, Rothschild Bank and Credit Suisse. Christophe Eggmann holds a Master in Business Administration and Economics from the University of Neuchâtel and is a CFA Charterholder. He is based in Zurich.
2 May 2019Healthcare: Ripe for disruptive innovation
While innovation has proved a persistent theme in the healthcare industry for decades, it has not yet mirrored the bursts of disruptive innovation that characterise the technology space. GAM Investments’ Christophe Eggmann explains why he believes this is about to change abruptly and identifies some of the themes and investment opportunities that are expected to play out.
25 April 2019GAM Talks Q2 19: Navigating current market conditions
We asked a group of our portfolio managers a series of questions about their respective asset classes. This final video, in a series of three, asks them to discuss how they are approaching the current market environment in terms of investment themes
11 April 2019GAM Talks Q2 19: Why should investors consider your asset class?
We asked a group of our portfolio managers a series of questions about their respective asset classes. This first video, in a series of three, examines their current outlook and why investors should consider their asset class.
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.
Friday, June 02, 2017Biopharma 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.
Thursday, January 05, 20172017 Outlook – Key Events
With so much happening in parallel across political, economic and financial landscapes, it seems daunting to try to identify the one event that shaped 2016. In the following short statements, our investment experts share their predictions on which events will prove pivotal in 2017.
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.
Thursday, December 15, 2016Healthcare 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.
Tuesday, July 12, 2016Pharma: 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.
Friday, October 23, 2015Drug pricing threat?
Christophe Eggmann, Investment Director, comments on whether the current drug pricing discussions in the US change his views on healthcare stocks.