Gregoire Mivelaz

Gregoire Mivelaz - Fund Manager, ATLANTICOMNIUM S.A.

Gregoire Mivelaz is a Fund Manager and a member of Atlanticomnium’s Management Committee.

He joined Atlanticomnium in 2009 and co-manages the GAM Credit Opportunities and GAM Climate Bond strategies. Gregoire has over 20 years’ experience in bond markets, both on the buy as well as sell-side, having held various positions such as Head of Credit Research as well as Credit Analyst. Gregoire graduated from the University of St Gallen and holds a BA in Finance and Capital Markets, an MA in Economics and is a CAIA Charter Holder as well as holds the CFA UK Certificate in ESG investing. He is based in Geneva.

My Insights

Active Thinking

7 min read

Active Thinking

30 November 2022

At GAM Investments’ latest Active Thinking forum David Dowsett discusses the implications of the continued inversion of the US Treasury curve, as well as the risks of lower liquidity, while Grégoire Mivelaz highlights the attractive value proposition offered by subordinated debt in terms of spreads, valuations and fundamentals.

Investment Opinions

6 min read

Elevated inflation and rising interest rates: what’s the solution?

26 April 2022

Faced with a challenging investment environment, we asked five of GAM Investments’ and our partner firms’ brightest investment minds to share their views on how to protect returns and diversify portfolio risks in a world of surging inflation and rising interest rates.

Active Thinking

5 min read

Active Thinking

04 April 2022

At GAM Investments’ latest Active Thinking forum, Gregoire Mivelaz discussed the current macroeconomic environment and his views on the benefits of investing in the subordinated debt of financials in this inflationary period.

Active Thinking

3 min read

Active Thinking

29 November 2021

At GAM Investments’ latest Active Thinking forum, two of our brightest investment minds discussed ongoing global supply constraints and commented on European financials.

Our Thinking

My Videos

Active Thinking

9:08 min watch

Credit Opportunities – Gregoire Mivelaz

24 April 2023

In his latest video update, Gregoire Mivelaz discusses the events of the early part of this year and what they meant for investors in subordinated debt, highlighting the continued quality of issuers and why he is closely monitoring callable perpetuals which have repriced to maturity versus next call date.

Active Thinking

08:13 min watch

Credit Opportunities – Gregoire Mivelaz

14 February 2023

Gregoire Mivelaz highlights the importance of inflation and central bank actions last year, the positive attributes of subordinated debt in the current environment, and the specific opportunity presented by the perception gap in extension risk.

Active Thinking

05:30 min watch

Credit Opportunities – Gregoire Mivelaz

03 November 2022

Gregoire Mivelaz outlines why he believes his asset class is one of the sweet spots in the current market environment of inflationary pressure, rising rates and uncertainty.

Active Thinking

6:15 min watch

Credit Opportunities – Gregoire Mivelaz

09 May 2022

Gregoire Mivelaz gives his views on a positive outlook for subordinated debt in a rising rate environment and reflects on the inflationary pressures and Fed hikes in 2022 so far.

Video Hub

Gregoire Mivelaz