Lukas Knüppel - Co-Manager and Investment Director
Lukas Knüppel, Investment Manager, is a portfolio manager for Japan Equity and the GAM Star Japan Leaders fund.
Prior to joining GAM Investments in February 2017, he worked as an equity analyst for Notenstein Privatbank and Vescore AG for two years. Lukas holds a bachelor`s degree in Economics and Business Economics from the Maastricht University, and he is a CFA Charterholder. He is based in Zurich.
Active Thinking: Japanese equities shining brighter
4 December 2023
Goro Takahashi and Lukas Knüppel, Investment Directors, Japan Equities, explore how various global and domestic factors have contributed to an optimistic outlook for the Japanese equity market.
Outlook 2024: Lukas Knüppel (Japan Equities)
Japanese equities – Unique investment opportunities are emerging in Japan in quality companies at reasonable prices
In this latest video on his investment views, Lukas Knueppel discusses the significance of the Tokyo Stock Exchange’s initiative for Japanese listed companies to work on their capital allocation and points to the improved sentiment in manufacturing as a guide to potential corporate profit growth.