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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

    14 June 2019

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 12 June 2019 the speakers were Michael Biggs, who provided his latest macro views, and Amy Kam, who discussed the attractive attributes of the Asian hard currency credit market.

  • 13 June 2019

    The Bull Necessities: can equities extend their rally?

    With the US economic expansion nearly 10 years old, investors are increasingly concerned about the longevity of the expansion and the outlook for risky assets. GAM Investments’ Michael Biggs examines the macro backdrop and concludes that investors should continue to hold both equities and government bonds.

  • Weekly Manager Views' picture

    24 May 2019

    Weekly Manager Views

    At GAM Investments’ Weekly Investment Meeting held on 22 May 2019 the speaker was Michael Biggs who outlined his latest views on the macro outlook and EM local debt.

  • 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.

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