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7 min read
On the surface, the economic backdrop appears to have improved in recent months, with some commentators having seized upon this as evidence of a new ‘goldilocks’ period in the economy. GAM Investments’ Julian Howard examines whether this is a realistic scenario over the short-, medium- and long-term.
13 min read
Since the global financial crisis in 2008 US equities have significantly outperformed their counterparts from the rest of the world. GAM’s Global Head of Investments David Dowsett believes investor engagement with non-US assets could come to the fore this year as part of a long-term structural shift.
03:42 min watch
08:13 min watch
Gregoire Mivelaz highlights the importance of inflation and central bank actions last year, the positive attributes of subordinated debt in the current environment, and the specific opportunity presented by the perception gap in extension risk.
As markets change over time, we’re ready for the challenge. Independent and with a global presence, we have long recognised across all areas of our business that results beyond the ordinary can best be achieved by thinking beyond the obvious. Hear the latest views from our investment managers.
GAM’s ME distribution head expects risk assets recovery in 2023
GAM Investment’s Middle East distribution head, Philip Rosenberg is optimistic about an investment recovery if macroeconomic headwinds subside by mid-2023.
(Source Citywire Middle East January 2023)
GAM Investments on Finding Opportunities in European Equities
In partnership with GAM Investments, Hubbis held a behind-closed-doors discussion on November 14 in Dubai, focusing on European equities and investor strategies for the year ahead.
Watch the video interview here.
(Source Hubbis December 2022)
Following over a decade of poor performance relative to the Developed Markets (DM) arena, experts at GAM Investments believe the opportunity set within Emerging Market (EM) equities has not been as strong for many years, and that a confluence of positive factors could presage a similar, and possible even better, EM bull market run as enjoyed by investors between 2003 and 2008.
(Source Hubbis December 2022)
Is the emerging equities investment opportunity returning?
“They are much more modern. They’re much more resilient. They’re much more globalfacing than domestic demand-facing, and they dominate in areas of centers of excellence on a global basis, many of the modern industries of tomorrow, including that of EVs, robotics, and many would say AI as well, in addition to semiconductors.” ~ Tim Love
(Source Hubbis November 2022)
Opportunities for the year ahead
“Every time we experience a systemic crisis, and we tend to see some crisis every two and a half years, so this time is not different, we usually get full price recovery within six to nine months. That’s a so-called ‘pull to powerful bonds’.” ~ Gregoire Mivelaz.
(Source Hubbis July 2022)
The Quest for Safe and Reliable Income in Today’s Uncertain World
On March 2 in Dubai, Hubbis held its first live event since the pandemic struck in early 2020. It was also the first live manager meeting for our exclusive partner for the event, GAM Investments. The objective was to learn from key individuals in the Middle East wealth management community about their needs and the expectations of their increasingly sophisticated HNW and UHNW clients.
(Source Hubbis April 2022)