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Ernst Glanzmann

Ernst Glanzmann - Investment Director


Ernst Glanzmann, Investment Director, is lead manager of Japan Equity and the GAM Star Japan Leaders fund.

Prior to joining GAM Investments in November 2000, he worked as a Japanese equity analyst at Julius Baer and Clariden Leu (since integrated into Credit Suisse) for ten years and also worked at Zürcher Kantonalbank. Ernst completed a three-year banking apprenticeship at Bernerland Bank AG and holds a Federal Certificate of Capacity in Banking from the Business School in Huttwil, Switzerland. He is based in Zurich. 

Ernst Glanzmann

My Insights

Active Thinking

7 min read

Active Thinking
24 May 2023

As Japan’s stock index hit a 33-year high in May, GAM Investments’ Ernst Glanzmann highlights some of the drivers, including a promising earnings season, reforms led by the Tokyo Stock Exchange and the global economic situation.

Active Thinking

13 min read

Active Thinking
08 December 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett considers whether the recent market rally will prove sustainable, while Tom Mansley argues that US consumer credit remains resilient, supporting mortgage-backed securities. Ernst Glanzmann reflects on the ongoing pendulum-like effect of the pandemic on Japanese equities and how a stronger yen and easing commodity prices could be supportive of the asset class going forward.

Active Thinking

6 min read

Active Thinking
23 May 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett discusses the emergence of the first signs of market stabilisation and Ernst Glanzmann shares his optimistic outlook for Japanese companies and opportunities in robotics.

Active Thinking

4 min read

Active Thinking
21 March 2022

At GAM Investments’ latest Active Thinking forum, Ernst Glanzmann discussed the impact of the Ukraine-Russia conflict on Japanese equities and reflected on some favourable tailwinds for the sector.

Our Thinking

My Videos

Active Thinking

07:02 min watch

Japan Equities - Ernst Glanzmann
03 November 2022

Ernst Glanzmann argues that once investors start speculating over the end of interest rate hikes in the US, this could lead to the beginning of a new cycle and the Japanese stock market should show real strength once again.

Active Thinking

7:13 min watch

Japan Equities – Ernst Glanzmann
21 July 2022

Ernst Glanzmann discusses the outperformance of value stocks in Japan during the second quarter and explains why the decline in oil prices and key commodity prices could be important for the Japanese equity market in the months ahead.

Active Thinking

6:00 min watch

Japan Equities - Ernst Glanzmann
21 January 2022

Ernst Glanzmann rounds up the Japanese economy and stock market in 2021, global economic recovery and monetary policy measures, and priorities for the coming year.

Active Thinking

4:44 min watch

Japan Equities - Ernst Glanzmann
16 July 2021

Ernst Glanzmann emphasises the effects of a determined vaccination campaign in Q2, the consequent rotation between reopening and reflation trades in the market and the expectation of solid quarterly results.

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