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Michael Biggs

Michael Biggs is a Macro Strategist and Investment Manager, responsible for emerging market bond and currency long only and absolute return strategies.

Michael Biggs is a Macro Strategist and Investment Manager, responsible for emerging market bond and currency long only and absolute return strategies. He joined GAM in September 2013 from Deutsche Bank where latterly he was a global economist and equity strategist. He began his career there in 2001 as a European economist and subsequently as a South African economist and rates strategist. Michael Biggs holds a PhD in Economics and an MPhil in Economics from the University of Cambridge, an MComm and a BComm in Economics from the University of Cape Town. He is based in London.

Related Articles

  • Weekly Manager Views' picture

    18 April 2019

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 17 April 2019 the speakers were Michael Biggs, who provided an interesting update on the global macro environment, and Roberto Bottoli, who discussed the latest developments in the merger arbitrage space.

  • 5 April 2019

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 03 April 2019 the speakers were Michael Biggs, who provided a macro overview, Niall Gallagher, who outlined some of his areas of focus within the European equity arena, and Tim Love, who explained why he continues to feel optimistic about the outlook for Emerging Market equities.

  • 16 January 2019

    Emerging markets: think global, buy local

    As we start 2019 GAM Investments’ Michael Biggs believes emerging market (EM) macro fundamentals are sound and valuations are attractive, but cautions that global uncertainties could pose risks to the outlook.

  • 14 December 2018

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 12 December 2018 the speaker was Mike Biggs, who discussed the broader macro outlook.

  • 23 November 2018

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 21 November 2018, the speakers were Michael Biggs, who took a look at what is behind the recent sharp falls for risky assets, Jian Shi Cortesi, who highlighted the attractive valuations in China and Asia, and Roberto Bottoli, who summarised M&A activity in markets and resulting merger arbitrage opportunities.

  • 19 October 2018

    Weekly 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.

  • 13 September 2018

    EM: Sound fundamentals meet short-term pressures

    Emerging market local currency bonds have had a difficult year so far. Yet, despite a series of headwinds including political risk, US tariffs and sanctions, GAM Investments’ Mike Biggs believes the outlook is positive due to sound economic fundamentals.

  • 6 September 2018

    The outlook for Argentina

    Michael Biggs, Investment Manager, Emerging Markets Fixed Income, takes a look at the macroeconomic challenges currently faced by Argentina, what policymakers are doing to address them and why the medium-term outlook for the country looks positive.

  • Friday, July 20, 2018

    Weekly Manager Views

    Please find below the notes from GAM Investments’ Weekly Investment Meeting on 18 July 2018 – this week’s speaker was Michael Biggs, who explained why he believes the outlook for global growth remains intact and highlighted the risks of an escalation in the trade war.

  • Friday, July 06, 2018

    Weekly Manager Views

    Please find below the notes from GAM Investments’ Weekly Investment Meeting on 4 July 2018 – this week’s speaker was Michael Biggs, who explained why he believes the outlook for risky assets remains promising and provided an update on emerging market fundamentals.

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