17 May 2019Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 15 May 2019 the speakers were Jonathan Stanford, who explained the benefits of convertible bonds, and Lars Jaeger, who discussed the latest investment research in the ARP space.
4 April 2019Convertible bonds: natural asymmetry
Although a fixed income asset, the structure of convertible bonds provides a natural asymmetry that has the potential to deliver long-term equity-like performance. GAM Investments’ Jonathan Stanford explains how convertibles work and why they can be an attractive asset to both fixed income and equity investors alike.
7 December 2018Weekly Manager Views
At GAM Investments’ Weekly Investment Meeting held on 5 December 2018 the speakers were Jonathan Stanford, who highlighted the opportunities in the convertible bonds sector, and Amy Kam, who discussed the prospects for EM Asia fixed income.
7 November 2018Convertible bonds: overlooked and unloved?
Convertible bonds have been an unloved asset of late, but in the context of mid to long-term asset allocation GAM Investment’s Jonathan Stanford believes they offer a clear solution for dampening equity volatility while providing fixed income distribution.
Friday, June 22, 2018Weekly Manager Views
Please find below the notes from GAM’s Weekly Investment Meeting on 20 June 2018 – this week’s speakers were Mark Hawtin, commentating on the latest developments in the technology space, and Jonathan Stanford, with insights into the world of convertible bonds.
Friday, September 08, 2017Convertible Bonds: A Truly Compelling Moment for the Asset Class
Convertible bonds’ combination of cheap valuations and equity exposure would provide a very attractive asymmetrical return profile in a rising interest rate environment. Jonathan Stanford, senior fund manager, non-directional equity, explains.
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.