Gregoire Mivelaz

Gregoire Mivelaz - Fund Manager, Atlanticomnium SA

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: Are you ready to take off?

20 December 2023

Gregoire Mivelaz, Fund Manager, Atlanticomnium, discusses the current state of fixed income markets, European financials and his outlook for subordinated debt.

Active Thinking

10 min read

Active Thinking

05 July 2023

At GAM Investments’ latest Active Thinking forum, David Dowsett reviews asset performance during the second quarter and shares seven observations to hold in mind as we enter Q3. Gregoire Mivelaz explains why he believes the subordinated debt of European financials is set to outperform.

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.

Our Thinking

My Videos

Active Thinking

07:29 min watch

Credit Opportunities – Gregoire Mivelaz

19 October 2023

Atlanti’s Gregoire Mivelaz highlights the three major events of Q3 that impacted his investment universe: earnings, bond call dates and the reopening of primary markets. He believes given we are now in a late credit cycle, credit quality matters for investors. And he notes that market mispricing is continuing to lead to opportunities.

Active Thinking

7:43 min watch

Credit Opportunities – Gregoire Mivelaz

28 July 2023

During the second quarter, there were three positive catalysts for subordinated debt: a strong earnings season, banks calling their callable perpetuals and the primary market reopening. Gregoire Mivelaz reflects on the key events of the second quarter and explores why he believes subordinated debt could outperform high yield going forward.

Video Hub

Gregoire Mivelaz