The firm has been managing the award winning GAM Star Credit Opportunities range of funds/strategies since 1985. Jeremy Smouha sits on the Investment Committee of GAM Star Credit Opportunities Funds and established Atlanticomnium (UK) Ltd in 2013 to provide investment and other support to Atlanticomnium SA from the UK. Jeremy was a founding member of GAM in 1983 and held various positions over the years including managing GAM bond funds from 1985 to 2002. He was a Director and member of GAM’s Investment Committee from 1998 to 2012 and co-managed a range of GAM’s multi asset funds. He continues to serve GAM as a senior adviser. Prior to GAM, he was a fund manager of Asian equities at Arbuthnot Latham. Jeremy Smouha was educated at Harrow School and holds an MA Cantab Hons in Economics from the University of Cambridge. He is based in London.
10 May 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 8 May 2019 the speakers were Jeremy Smouha, who discussed the improved fundamentals for the subordinated debt universe, and Reiko Mito, who highlighted the strong earnings from Japanese companies.
19 October 2018Weekly Manager Views
Please find below the notes from GAM Investments’ Weekly Investment Meeting held on 17 October 2018 – this week’s speakers were Michael Biggs, who provided a fascinating insight into the relationship between fiscal stimulus and inflation, and Jeremy Smouha, who discussed the attractive yields currently available in investment grade credit.
31 July 2018Coupon collecting: A silent march
In the post-2008 era, finding attractive sources of yield has proved a perennial challenge. Jeremy Smouha explains that it remains possible to construct a high-quality portfolio with a significant yield premium. However, the ride is not always a smooth one.
Friday, June 01, 2018Weekly Manager Views
Please find below the notes from GAM’s Weekly Investment Meeting on 30 May 2018 – this week’s speakers were Michael Biggs, commentating on the macroeconomic backdrop and the outlook for emerging markets, and Jeremy Smouha, discussing the disconnect between the fundamentals and pricing of high-quality, developed market credit.
Monday, October 27, 2014ECB bank stress tests a positive for junior debt investors
A positive for junior debt investors.