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GAM in the News

  • 17 February 2017

    GAM's Haywood Sees QE's End Driving Bond Prices

    Tim Haywood, investment director at GAM, discusses how the beginning of the European Central Bank's tapering process will affect bond prices. He speaks with Bloomberg's Mark Barton on "Bloomberg Surveillance." (Source: Bloomberg)

  • 9 February 2017

    Very difficult time for global investors generally: GAM

    GAM Investment Director Global Equities Robert Smithson takes a look at the world’s current political environment and how its influencing markets and investor sentiment. (Source: CNBC)

  • 9 February 2017

    The New Indifference

    Julian Howard, Head of Multi Asset Solutions at GAM, considers the relationship between markets and political events. (Source: CityAM)

  • 7 February 2017

    Hatheway: Le Pen Move to Leave Euro Equals Unprecedented Risk

    Larry Hatheway discusses the implication of a Le Pen win in the upcoming French elections. He speaks on "Bloomberg Daybreak: Europe." (Source: Bloomberg)

  • 6 February 2017

    Unleashing the Banks?

    Donald Trump seeks to repeal Wall Street regulations introduced during the 2008/2009 global financial crisis. Here's what chief economist Larry Hathaway thinks about it.

  • 3 February 2017

    Trump Will Manage Relationship With Silicon Valley

    Mark Hawtin, investment director at GAM, discusses which of Donald Trump's policies will have the most impact on Silicon Valley. (Source: Bloomberg)

  • 3 February 2017

    How Does Snap Stack Up to Technology Rivals?

    Mark Hawtin, investment director at GAM, discusses the business of Snap as it files for an IPO and looks at results from Amazon and Facebook. He speaks on "Bloomberg Daybreak: Europe." (Source: Bloomberg)

  • 31 January 2017

    What’s In Store for China in the Year of the Rooster

    Investment director, Michael Lai, looks at the outlook for China’s currency and capital controls. (Source: Barron's)

  • 30 January 2017

    Markets Largely Dismissed 2016’s Political Events

    Julian Howard, head of Multi Asset solutions at GAM, examines market sentiment towards political uncertainty and risk. (Source: CNBC)

  • 27 January 2017

    Why Turkey is an Accident Waiting to Happen

    Paul McNamara, investment director for emerging market debt, discusses emerging markets and his investment views on Turkey on Bloomberg’s 'What’d You Miss?'.

  • 27 January 2017

    Takeaways from Trump’s First Week in Office

    Paul McNamara discusses Trump’s first week in office on ‘What’d You Miss?'.

  • 27 January 2017

    Deep Dive: Mexican Stocks Recovering from Trump

    Paul McNamara discusses the outlook for Mexican equities on ‘What’d You Miss?'.

  • 27 January 2017

    Why there is 'pretty good potential' for an Earnings Rebound in Europe in 2017

    Niall Gallagher, investment director for European equities, talks to Investment Week’s Lawrence Gosling about how the macro outlook for Europe is the strongest he has seen for some time. Gallagher also explains why he is sceptical about the market rotation into value stocks in some areas.

  • 26 January 2017

    Reporting for Tech Companies Extremely Good so Far

    Mark Hawtin, investment director, discusses his favoured technology stocks. (source: CNBC)

  • 25 January 2017

    Dow Tops 20,000: What’s Next for Market Rally?

    Head of Multi Asset Solutions Julian Howard discusses the Dow Jones Industrial Average’s climb past 20,000, corporate earnings and European equities. (Source: Bloomberg)

  • 23 January 2017

    Europe's Political Hurdles Hurt 'Good Surprises'

    Tim Haywood, investment director, examines the relationship between European leaders and U.S. President Donald Trump and the state of Europe in the aftermath of Brexit. (Source: Bloomberg)

  • 23 January 2017

    Pivot to 'More Presidential Trump' Is a Myth

    Tim Haywood, investment director, recaps the inauguration and first few days in office for U.S. President Donald Trump. (Source: Bloomberg)

  • 19 January 2017

    Is Your Equity Portfolio in Fact a Bond Portfolio?

    Higher US Treasury yields have caused a rotation in the equity market. Consequently, investors need to apply a filter to their equity investments by questioning their sensitivity to an environment of higher bond yields. Julian Howard, head of Multi Asset Solutions, discusses on Citywire.

  • 11 January 2017

    Turkey: the crisis candidate

    Turkey has gone from investor darling to crisis candidate in a few years. The big question for investors is if more lira weakness precipitates a full-blown crisis. Read the full opinion piece by GAM’s Paul McNamara, investment director, emerging markets fixed income, as featured in the Financial Times.

  • 5 January 2017

    Tough to make money out of AI: Pro

    Mark Hawtin, investment director at GAM, weighs in on where to invest in the growing artificial intelligence area. (Source: CNBC)

  • 3 January 2017

    Brexit Jobs-Effect Could Impact High-End Housing

    Jon Rickert, investment director, discusses the U.K.'s post-Brexit real estate market. (Source: Bloomberg)

  • 21 December 2016

    Has China Put the Brake on M&A?

    This month Beijing announced new capital controls measures, including curbs on international renminbi payments and gold imports and, crucially, restrictions on outbound mergers and acquisitions. Roberto Bottoli, a manager of GAM's merger arbitrage strategy, discusses the implications. (Source: CNBC)

  • 20 December 2016

    Political Risk Won't Dissuade Markets

    Julian Howard, head of Multi Asset Solutions at GAM, discusses the impact of populism on markets and his outlook for the global economy in 2017. (Source: Bloomberg Daybreak)

  • 19 December 2016

    Fundamentals Supportive for Equities in 2017

    US equities will drift upwards, thanks in particular to technical flows says Julian Howard, head of Multi Asset Solutions. He discussed his outlook for 2017 arguing that as long as fundamentals continue to improve, investors should take comfort. (Source: Bloomberg)

  • 13 December 2016

    Trump a Generation Too Late to Fulfil His Ambitions

    Julian Howard, head of Multi Asset Solutions, looks ahead to the Trump administration. (Source: Citywire)

  • 12 December 2016

    The Companies to Back in the Event of a Eurozone Political Crisis

    Niall Gallagher, investment director, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.

  • 9 December 2016

    From Cyborg To Cyber Monday: The Indirect Infiltration Of AI

    The 1980s AI revival claimed that robots would alleviate the drudge jobs from our lives and free up plentiful leisure time, bringing rise to fears of a Terminator-style cyborg uprising, where humans became enslaved by their robotic overlords. This time round the big developments are focused around specific goals with more subtle impacts, namely in the areas of online shopping and digital butlers. Mark Hawtin and Chris Woodcock discuss the investment potential. (Source: Huffington Post)

  • 8 December 2016

    Lack of Productivity Has Held Back Us Growth in Recent Years

    Julian Howard, head of Multi Asset Solutions, takes a look at the state of the U.S. economy. (Source: CNBC)

  • 5 December 2016

    Italian Referendum - Quo vadis?

    Enzo Puntillo, Head of Fixed Income in Zurich, discusses the outcome of the constitutional referendum held in Italy with Swiss TV SRF Börse. (Source: SRF)

  • 2 December 2016

    After the BRICs, it's Time to Focus on the VARPs

    Tim Love, Investment Director for Emerging Market Equities, comments on the new emerging markets to watch. (Source CNBC)

  • 29 November 2016

    Trump Has Strong Economic Tailwinds

    Larry Hatheway, group head of GAM Investment Solutions and group chief economist, discusses President-elect Donald Trump's effect on the U.S. economy. (Source: Bloomberg)

  • 23 November 2016

    Tempering Emerging Market Volatility

    Paul McNamara, investment director, discusses the plunging Turkish lira, tension between the central bank and the head of state and emerging market debt. (Source: Bloomberg)

  • 21 November 2016

    London Rents Set to Fall

    The demand to lease commercial real estate in London is slowing, says Jon Rickert, Investment director. (Source: Bloomberg Radio)

  • 16 November 2016

    Inflation Expectations Should Increase in US

    Head of Fixed Income, Enzo Puntillo, gives his thoughts on inflation expectations and how the markets have reacted, following Donald Trump’s presidential win. (Source: CNBC)

  • 14 November 2016

    Fear Around Mexico Could Be Overdone By Markets

    Markets may have overshot how much of an impact President-elect Donald Trump’s fiscal program will have on the U.S. economy, says Julian Howard, Head of Multi Asset Solutions. (Source: Bloomberg Radio)

  • 14 November 2016

    Trump Victory Amplifies U.S., EU Differences

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, examines political influence on global markets and look at differences in populism between the United States and Europe. (Source: Bloomberg)

  • 14 November 2016

    Significant Risk Priced in for Emerging Markets

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, examine emerging markets in the wake of the U.S. presidential election. (Source: Bloomberg)

  • 14 November 2016

    Trump Means Fast Adjustment to Higher Rates

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, discusses interest rate expectations under the economic plan of U.S. President-Elect Donald Trump. (Source: Bloomberg)

  • 14 November 2016

    Trump Must Do No Harm in Foreign Policy

    Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, look at expectations for U.S. President-Elect Donald Trump's domestic and foreign policy. (Source: Bloomberg)

  • 14 November 2016

    Trump’s Twitter Triumph

    Mark Hawtin, Investment Director and Amanda Lyons, Investment Analyst, look at how social media changed the game at the US election. (Source: Huffington Post)

  • 11 November 2016

    Investors Need to Be Careful About Trump Assumptions

    Julian Howard, investment director, discusses Donald Trump's presidential win, his perceived effect on the markets and where he's seeing opportunity. (Source: Bloomberg)

  • 11 November 2016

    Can Global Capitalism Be Saved?

    Will capitalism, globalization, and democracy continue their forward march even in the face of the politics of economic anxiety? Or is this period now at an end? Alexander Friedman discusses on Project Syndicate.

  • 10 November 2016

    GAM’s Cominotto: Trump’s Victory Doesn’t Change OPEC Deal

    It is not clear if Donald Trump will be tough on the Organization of the Petroleum Exporting Countries’ looming production cut plans, says Roberto Cominotto, Portfolio Manager for Energy Equities at GAM. (Source: Bloomberg)

  • 8 November 2016

    Clinton Edges Trump in Latest Polls

    Clinton’s edge in the polls and the FBI statement have come as a relief to stock markets and reversed a flow to haven assets triggered by the agency’s announcement more than a week ago that it had reopened a probe into Clinton’s e-mail usage. Alex Friedman, CEO discusses on Bloomberg Surveillance. (Source: Bloomberg)

  • 8 November 2016

    As America Votes, Will Economics Trump the Rhetoric?

    America decides its next president today. It's an important choice to make with economics in mind. The nation's next batch of leaders could alter how much Americans pay in taxes and who pays them. Alex Friedman, CEO discusses on Bloomberg Surveillance. (Source: Bloomberg)

  • 7 November 2016

    2017 should be a stock picker's market: Pro

    GAM Investment Director Xavier Van Hove explains why 2017 could be a better year for the stock-picker. Added comments on precious metals. (Source: CNBC)

  • 7 November 2016

    Donald Trump - the Investment Opportunity?

    Much has been written about the possible effect on the financial markets of the U.S. presidential election and many investors are keen to get an angle in order to protect their portfolios. Julian Howard, Head of Multi-Asset Solutions, looks at the market implications of a Trump victory.

  • 4 November 2016

    GAM and Cantab start GAM Systematic

    The Hedge Fund Journal talks to Dr Ewan Kirk, Partner and Co-Founder of Cantab Capital Partner about the rationale behind the GAM acquisition and the vision for the newly-launched GAM Systematic platform. Dr Ewan Kirk covers why they felt GAM was a great fit for the firm and their plans for the future as part of the GAM Systematic platform.

  • 27 October 2016

    CBI Urges UK Government to Spend Big on Investment

    U.K. businesses are demanding action from Chancellor of the Exchequer Philip Hammond to boost productivity and stimulate confidence to counteract the uncertainty caused by Brexit. GAM Group Chief Economist Larry Hatheway comments. (Source: Bloomberg)

  • 27 October 2016

    Investing Through the Noise of a US Election

    GAM Group Chief Economist Larry Hatheway discusses political investing positioning in light of the US Election. (Source: Bloomberg)

  • 27 October 2016

    European Bank Recovery Has Come a Long Way

    GAM Group Chief Economist Larry Hatheway discusses the outlook for bank earnings. (Source: Bloomberg)

  • 26 October 2016

    Macro View of the World

    Alexander Friedman, GAM CEO, provides his short-term and long-term view of the markets. (Source: CNBC)

  • 21 October 2016

    Case for Active Emerging Market Investing Is Strong

    Vietnam, Argentina, Romania and Pakistan are all showing signs of strong economic growth, according to GAM Investment Director for Emerging Markets, Tim Love. (Source: CNBC)

  • 21 October 2016

    Is There Anything Left for Fixed-income Investors in Brazil?

    Brazil's fixed-income markets have already rallied strongly this year, significantly outperforming other emerging markets: So what's left for Brazil? Denise Prime, investment manager. (Source: CNBC)

  • 20 October 2016

    ECB in low growth, low inflation dilemma: Expert

    Tim Haywood, investment director and business-unit head for fixed income at GAM, says he would like quantitative easing in Europe to stop, rather than last longer. (Source: CNBC)

  • 20 October 2016

    Why China’s Debt Swap Is Good News for Stocks

    Michael Lai, investment director at GAM, discusses China’s announced debt-to-equity swap and explains how reigning in debt will lift investor confidence and help banks.

  • 18 October 2016

    Weak pound not much help to Burberry: Pro

    Xavier van Hove, investment director at GAM, discusses Burberry's second-quarter sales data, as well as the company's share price drop. (Source: CNBC)

  • 18 October 2016

    Aldi, Lidl likely to take more UK market share: Pro

    Robert Waldschmidt, consumer goods analyst at Liberum, and Xavier van Hove, investment director at GAM, discuss the food retail environment in the U.K. post-Brexit. (Source: CNBC)

  • 14 October 2016

    Good Value Still Exists in Global Bond Markets

    Emerging market bonds and American corporate credit offer good value for fixed income investors, says Mark Pearce, Fixed Income Specialist at GAM. (Source: Bloomberg)

  • 11 October 2016

    The Market Is Expecting a Clinton Win

    Julian Howard, investment director of multi asset class solutions at GAM, discusses the U.S. presidential election contest between Clinton and Trump. (Source: CNBC)

  • 6 October 2016

    It Will Take a Lot for UK to Close Current Account Deficit

    Xavier van Hove,‎ investment director, talks about the UK economy and what this means for the value of sterling and the FTSE. (Source: CNBC)

  • 5 October 2016

    Beneath the Sizzle of Artificial Intelligence

    Ewan Kirk writes about financial applications of artificial intelligence, machine learning and big data. (Source: Institutional Investor)

  • 5 October 2016

    How 'sweeter' Commodities Can Help Beat Oil Price Slides

    Investors should look to under-researched commodities to improve risk return profiles and counterbalance oil’s price volatility, according to Joachim Corbach, head of currencies and commodities. (Source: CityWire Selector)

  • 28 September 2016

    Fed looks like it’ll kick off normalisation in December

    GAM’s Larry Hatheway discusses the Fed and explains how U.S. politics is impacting markets, the economy and the price of oil. (Source: CNBC)

  • 26 September 2016

    Investment Banking Too Uncertain

    Robert Smithson, investment director at GAM, discusses the European banking environment, saying that the "pendulum of pessimism" has swung too far against eurozone banks. (Source: CNBC)

  • 26 September 2016

    German Residential Market Is a Brexit Beneficiary

    Robert Smithson, investment director at GAM, discusses the Germany property market in the aftermath of Brexit. (Source: CNBC)

  • 26 September 2016

    Algiers OPEC Meeting Is Hyped Up

    Investment Director Julian Howard discusses oil prices and alternative investment strategies with First Word Europe’s Nejra Cehic and Markus Karlsson. (Source: Bloomberg)

  • 25 September 2016

    Made in Cambridge

    A conversation with Dr Ewan Kirk, CIO and co-founder of Cantab Capital Partners on the GAM aquisition and the launch of GAM Systematic. (Source: The Hedge Fund Journal)

  • 23 September 2016

    Mining Stocks in Demand Again

    Evelyne Pflugi on Swiss TV SRF Börse commenting on the bounce back of mining companies this year. (Source: SRF)

  • 22 September 2016

    Emerging Markets Appear Well-Placed to Perform: Hatheway

    The decisions by the Federal Reserve and Bank of Japan have helped revive a rally in emerging markets. GAM’s Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

  • 22 September 2016

    Fed Stays Pat but Hike This Year Still on the Cards

    Federal Reserve Chair Janet Yellen braved mounting opposition inside and outside the US central bank and delayed an interest-rate increase again to give the economy more room to run. GAM’s Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

  • 22 September 2016

    Time for Investors to Tap into Africa?

    Participants at the second US-Africa Business Forum in New York highlighted the potential of Africa’s expanding middle class, untapped mineral riches and uncultivated arable land. Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

  • 15 September 2016

    When Leggings Got Lucrative - The Rise Of The Athleisure Phenomenon

    Scilla Huang Sun, Head of Equities at GAM, looks into the fashion trend that has gone from fad to staple, shaping the strategies of both high-end and high-street brands. (Source: Huffington Post)

  • 6 September 2016

    Russia, Saudi Arabia Pledge to Stabilize Oil Prices

    Paul McNamara, investment director at GAM Investment, looks at how Russia has weathered lower crude oil prices, what a Russia-Saudi Arabia alliance could mean to oil markets, and Russia's role in post-Brexit Europe. He speaks on "Bloomberg ‹GO›." (Source: Bloomberg)

  • 29 August 2016

    Unsurprised by Rate Hike Uncertainty

    Joe Corbach, head of currencies and commodities at GAM, weighs in on last week's meeting of central bankers at Jackson Hole, saying that the Fed will hike rates slowly. (Source: CNBC)

  • 25 August 2016

    What Will Be the Impact of Yellen's Jackson Hole Speech?

    Tim Haywood, head of fixed income, discusses the likelihood of bond prices rallying following Janet Yellen's speech at Jackson Hole this week. (Source: CNBC)

  • 19 August 2016

    Bye-bye Billig-Öl

    GAM’s Roberto Cominotto shares his outlook for oil prices in an interview with the Swiss television’s SRF Börse. (Source: SRF)

  • 18 August 2016

    EM corporate debt presents selective opportunities

    GAM’s Dorthe Fredsgaard Nielsen comments on EM corporate debt in the Financial Times’ Beyondbrics.

  • 17 August 2016

    There's further upside for EM bonds: Investor

    GAM Investment Director Paul McNamara recommends that investors steer clear of China, and look at EMs which are more oriented to developed markets. (Source: CNBC)

  • 16 August 2016

    Ignore Central Banks, Invest in Value

    Julian Howard, investment director of multi asset class solutions, argues against trying to guess the direction of central bank policy.

  • 15 August 2016

    Mrs. May Must Keep Her Footing on the Path to Brexit

    Group Chief Economist Larry Hatheway on "Bloomberg Surveillance." (Source: Bloomberg)

  • 15 August 2016

    Hatheway: Japan Is Too Small to Matter

    Group Chief Economist Larry Hatheway discusses the Japanese economy. (Source: Bloomberg)

  • 15 August 2016

    Hatheway: Japan in a Fully Employed Economy

    Group Chief Economist Larry Hatheway discuss his outlook for the Japanese economy. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • 15 August 2016

    Peak of London Commercial Property Was 2014

    Group Chief Economist Larry Hatheway discusses the U.K. real estate market post-Brexit vote. (Source: Bloomberg)

  • 15 August 2016

    Will Tesla Kill off the Demand for Oil? Not Quite Yet

    Roberto Cominotto, Energy Equities Investment Director, looks to the question of how the world will change once electric car sales start to take off. (Source: CNBC)

  • 11 August 2016

    The growth picture for the luxury sector looks very good: Expert

    Scilla Huang Sun, head of equities at GAM, explains why the outlook is positive for China's consumer and luxury sector. (Source: CNBC)

  • 10 August 2016

    Remember the Debt Passive Funds Owe Active Managers

    Larry Hatheway, Group Head of Multi Asset Portfolio Solutions and Group Chief Economist, looks at the arguments for active investment.

  • 9 August 2016

    Howard: Goldilocks Sets the Scene for Stock Gains

    The United States’ economy is not strong enough to warrant an interest rate hike by the Federal Reserve, said Julian Howard, investment director at GAM. He told The First Word Europe’s Manus Cranny and Markus Karlsson that it sets the scene for U.S. stocks to head higher. (Source: Bloomberg)

  • 9 August 2016

    Galenica’s financial results were ‘excellent’: Pro

    Mirjam Heeb, senior portfolio manager at GAM, takes a look at Swiss drug maker Galenica’s latest earnings, explaining why they were a great set of results despite the share price falling. (Source: CNBC)

  • 8 August 2016

    Interview with Alex Friedman: “The strategy’s success will materialise soon”

    In an interview with Swiss financial daily NZZ, GAM CEO Alexander Friedman talks about the strategic projects at GAM, the evolution of the asset management industry and what that means for GAM’s future.

  • 3 August 2016

    HSBC is Fundamentally 'too big'

    HSBC's profits are down because the bank is simply too big, and breaking up the company would increase shareholder value by 50 percent, says Xavier van Hove of THS Partners. (Source: CNBC)

  • 27 July 2016

    LVMH says Underlying Profitability in H1 Remained Flat

    Andrea Gerst, portfolio manager at GAM, comments on the LVMH earnings and the sale of Donna Karan. (Source: CNBC)

  • 27 July 2016

    Stellar Quarter for Facebook

    Mark Hawtin, investment director, joins CNBC's Closing Bell with reactions to Facebook's Q2 results. (Source: CNBC)

  • 27 July 2016

    Facebook’s Results Phenomenal

    Mark Hawtin, investment director, analyses Facebook's quarterly earnings report. (Source: CNBC)

  • 21 July 2016

    Dollar Shave Club: the Power of Social Media and the Cloud

    Mark Hawtin, Investment Director, discusses the success of the Dollar Shave Club. (Source: Huffington Post)

  • 12 July 2016

    Move Over Brexit, Italian Banks Now the Focus

    The International Monetary Fund called for action over concerns relating to the bail-in of retail investors in Italy. GAM Chief Economist Larry Hatheway discusses with Bloomberg's Anna Edwards and Manus Cranny on "Countdown." (Source: Bloomberg)

  • 12 July 2016

    Weak Pound Unlikely to be Reversed Soon

    British stocks have famously drubbed the rest of Europe since Brexit, but anyone capitalizing on the rebound must have endured swings that made holding on impossible, right? Wrong. GAM Chief Economist Larry Hatheway discusses with Bloomberg's Anna Edwards and Manus Cranny on "Countdown." (Source: Bloomberg)

  • 12 July 2016

    U.K. Economy 'Slacking' Before Brexit Vote, Reports BCC

    The British Chamber of Commerce published its quarterly outlook on July 12th. Larry Hatheway discusses with BCC Interim Director-General Adam Marshall. (Source: Bloomberg)

  • 12 July 2016

    Has the BOJ Reached Limits of Monetary Stimulus?

    Larry Hatheway discusses a report from Zazuo Momma formerly of the Bank of Japan (Source: Bloomberg)

  • 11 July 2016

    Post-Brexit Direction of Travel isn’t Sustainable

    Larry Hatheway, group chief economist, explains why easing is the way forward for the Bank of England, following the country’s decision to leave the EU. (Source: CNBC)

  • 11 July 2016

    US Adds 287,000 Jobs in June, Beating Expectations

    Larry Hatheway, group chief economist, looks at the U.S. jobs number, with specific comment on salary increases and job openings. (Source: CNBC)

  • 1 July 2016

    GAM Buys $4bn Hedge Fund Manager Cantab Capital

    GAM is buying the $4bn hedge fund manager Cantab Capital, billing the deal as the “cornerstone” for a new quantitative investing unit, the FT reports. (Paywall)

  • 30 June 2016

    Brexit Has Been Great for Emerging Markets

    Tim Love, investment director, says emerging market equities need more bad news, similar to Brexit, to see the current rally continue. He also discusses infrastructure development in India and China. (Source: Bloomberg Radio)

  • 30 June 2016

    China Demystified

    Michael Lai, investment director at GAM, explains how his observations on the ground in China tie in with the major issues confusing investors, including the renminbi, China’s GDP growth rate, the change in companies’ priorities and the Chinese stock market.

  • 24 June 2016

    Lessons Learned from Post-Brexit Markets

    Larry Hatheway, head of multi-asset portfolio solutions at GAM, examines global market reactions to the U.K.'s decision to leave the European Union. (Source: Bloomberg)

  • 22 June 2016

    Should You Own Gold after Brexit?

    Evelyne Pflugi, natural resources fund manager at GAM, says a decision to leave the EU will see gold prices rally but a stronger U.S. would hold gold. (Source: CNBC)

  • 20 June 2016

    Would Oil Price Make Rosneft Sale Worthwhile for Putin?

    Chief Economist Larry Hatheway discusses Vladimir Putin considering selling part of oil producer Rosneft OJSC to China and India as he struggles to meet spending commitments before a possible re-election bid in less than two years. (Source: Bloomberg)

  • 20 June 2016

    Pessimism on Europe's Economy is Overdone

    Chief Economist Larry Hatheway discusses Sterling volatility and the first Brexit poll since the murder of UK MP Jo Cox. (Source: Bloomberg)

  • 20 June 2016

    How Would Brexit Impact Yen and Sterling Crosses?

    Chief Economist Larry Hatheway discusses the fact that Japanese shares rose, with the Topix index heading for its biggest gain in two months, as the yen weakened amid increased bets the U.K. will vote to remain in the European Union. (Source: Bloomberg)

  • 15 June 2016

    What would Yellen do?

    US interest rates: to raise or not to raise? GAM Chief Economist Larry Hatheway speaks on Deutsche Welle.

  • 13 June 2016

    LNKD, MSFT 'great price'

    Mark Hawtin, GAM Investment Director, discusses the acquisition of LinkedIn by Microsoft, what happens to Salesforce.com now, and what other takeovers could be good. (Source: CNBC)

  • 6 June 2016

    Are Treasuries in a Bubble?

    GAM Chief Economist Larry Hatheway discuses Treasuries and his investment outlook. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • 6 June 2016

    Why It’s so Hard for Commodity Producers to Diversify?

    GAM Chief Economist Larry Hatheway discusses commodity producers, oil prices and his outlook for Nigeria. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • 6 June 2016

    How will Janet Yellen Address Jobs Report?

    GAM Chief Economist Larry Hatheway weighs in on the US jobs report and its impact on Fed policy. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • 6 June 2016

    Die Credit Suisse sorgt für Aufsehen

    Lars Jaeger speaks about Credit Suisse’s operational risk bonds in the Swiss television SRF’s 10vor10 show. (Source: SRF)

  • 27 May 2016

    Great Worry of China

    A fall in the yuan's daily fix to a five-year low has the market wondering whether China is heading for another bout of currency devaluation jitters. Paul McNamara of GAM tells Roger Blitz that a strong dollar is bound to cause problems for China, but not on the scale of previous episodes of FX volatility. (Source: FT Currency)

  • 17 May 2016

    How Has the Perception of Mortgage-Backed Securities Changed since 2008?

    The perception of mortgage-backed securities (MBS) took a serious hit between 2007 and 2009. Some investors still mistrust the entire asset class, but this could be a mistake, writes Gary Singleterry, investment director at GAM. (Source: Investment Week)

  • 13 May 2016

    Manna From Helicopters

    Helicopter money could be one of the cheapest and most effective tools for stimulating the economy. It would be a pity if policymakers failed to take advantage of it simply because we do not think about seigniorage revenues correctly, writes Investment Manager Michael Biggs. (Source: Project Syndicate)

  • 12 May 2016

    Brazil Senate Suspends Rousseff in Impeachment Vote

    Alexander Friedman, chief executive officer at GAM, talks about the Brazilian Senate’s vote to suspend President Dilma Rousseff forcing her to face an impeachment trial. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • 12 May 2016

    Monetary Policy Is Reactive to Politics

    Alexander Friedman, chief executive officer at GAM, discusses the reactive nature of monetary policy. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

  • 12 May 2016

    Alexander Friedman: Fed’s Risky New Global Mandate

    Alexander Friedman, chief executive officer at GAM, speaks with Bloomberg’s Francine Lacqua about a new mandate for the Federal Reserve. (Source: Bloomberg)

  • 5 May 2016

    Earnings Preview: Will Alibaba Deliver?

    Jian Shi Cortesi, fund manager, gives her perspective on what to expect from Alibaba’s upcoming earnings.

  • 4 May 2016

    The Fed’s Risky New Mandate

    As the US Federal Reserve inches closer to achieving its targets for the domestic economy, it faces growing pressure to normalize monetary policy. But the domestic economy is no longer the Fed’s sole consideration in policymaking. Group CEO Alexander Friedman looks at the Fed’s risky new mandate. (Source: Project Syndicate)

  • 2 May 2016

    Sentiment on Autos is Too Bearish

    Oliver Maslowski, portfolio manager, argues why auto stocks such as BMW are being oversold and now offer an opportunity to investors. (Source: CNBC)

  • 2 May 2016

    Don’t Expect Japanese Yen to Go Much Higher

    Joe Corbach, head of currencies and commodities at GAM, looks at the market performance of the Japanese yen following the Bank of Japan’s latest policy move. (Source: CNBC)

  • 29 April 2016

    How Bad did Markets Take BOJ’s Stimulus Freeze?

    The Banks of Japan’s decision to hold off on adding stimulus to an economy that’s crawling along the bottom stunned markets Thursday, sending the yen surging and stocks slumping. GAM Chief Economist Larry Hatheway discusses with Anna Edwards on “Countdown.” (Source: Bloomberg)

  • 29 April 2016

    Why the PBOC Strengthened Yuan Fixing

    China’s central bank responded to an overnight tumble in the dollar by strengthening its currency fixing the most since a peg was dismantled in July 2005. GAM Chief Economist Larry Hatheway discusses with Anna Edwards on “Countdown.” (Source: Bloomberg)

  • 29 April 2016

    Amazon’s Numbers Were ‘Outstanding’: GAM

    Looking at Amazon’s latest earnings, GAM Investment Director Mark Hawtin discusses the tech giant’s positioning in comparison to its rivals. (Source: CNBC)

  • 28 April 2016

    GAM’s Hatheway: UK Economic Growth not Much to Fret About

    Larry Hatheway, Group Head of Multi Asset Portfolio Solutions and Group Chief Economist at GAM, said the UK economy is slowing to its natural trend rate of economic growth which is roughly 2 percent. He also discussed the Federal Reserve’s next rate move with Bloomberg First Word Europe’s Jonathan Ferro and Guy Johnson. (Source: Bloomberg)

  • 22 April 2016

    Argentine Bonds Are Still Junk…but for How Long?

    Paul McNamara discusses Argentina’s record breaking bond sale on Bloomberg's Joe Weisenthal, Scarlet Fu and Tracy Alloway on "What'd You Miss?" (Source: Bloomberg)

  • 22 April 2016

    Assessing Economic Impact of Low Productivity, Higher Oil

    Larry Hatheway discusses the economic impact of low productivity growth and the upside trend in oil markets. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • 22 April 2016

    Central Bank Concerns vs. Real World Concerns

    Larry Hatheway, chief economist at Gam Holding Group, talks about the issues that impact central bank actions and movements in nominal and real interest rates. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • 22 April 2016

    Central Bank Extremes Not Likely Repeated

    Larry Hatheway discusses a report that the Bank of Japan may eye possible negative loan rates, reflation efforts by central banks, and where he finds market growth surprises. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

  • 21 April 2016

    The Fed’s Gamble on Surplus Labor

    Larry Hatheway discusses the Fed’s gamble to give growth a chance. (Source: Project Syndicate)

  • 18 April 2016

    Who Can Lead Brazil If Rousseff Is Ousted?

    Paul McNamara discusses possible impeachment in Brazil and the economic outlook for the country with Francine Lacqua on Bloomberg Television’s “The Pulse.”

  • 8 April 2016

    There's Too Much Short-termism in Markets: Expert

    Anthony Lawler says those who held their nerve did better during the recent earnings season. (Source: CNBC)

  • 7 April 2016

    What Is Spooking the Federal Reserve?

    Group Chief Economist Larry Hatheway discusses Fed policy and the economy on "Bloomberg ‹GO›." (Source: Bloomberg)

  • 30 March 2016

    Is Yellen Pushing Back Expectations Of A Rate Hike?

    Larry Hatheway, Group Chief Economist, says the Federal Reserve does not seem concerned about inflation. (Source: CNBC)

  • 16 March 2016

    Anleihen und Aktien von Grossbanken gehen getrennte Wege

    In this signed article in Boersen-Zeitung, Anthony Smouha, CEO at Geneva-based Atlanticomnium SA and manager of several GAM funds, comments on the banking sector’s good fundamental story – especially bonds should benefit over the coming years from that.

  • 11 March 2016

    Brazilian Stocks Rally More Than 30% Since January Low

    Investment director Paul McNamara discusses President of Brazil Dilma Rousseff’s fight to stay in power with Bloomberg's Carol Massar and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

  • 11 March 2016

    Why Investors Are Still Mispricing Emerging Markets

    Investment director Paul McNamara discusses the negative sentiment on emerging markets with Bloomberg's Carol Massar and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

  • 9 March 2016

    Is the S&P 500 Really in a Bear Rally?

    Tim Haywood, Investment Director, discusses his views on fixed income markets on Bloomberg TV’s “Countdown” with Anna Edwards.

  • 9 March 2016

    ECB Likely to Cut Deposit Rates

    Tim Haywood, Investment Director, discusses his views on the European Central Bank policy on Bloomberg TV’s “Countdown” with Anna Edwards.

  • 9 March 2016

    The Impact of Negative Interest Rates

    Enzo Puntillo, head of fixed income at GAM in Zurich, discusses the impact of negative interest rates and the outlook for emerging markets debt on CNBC’s Squawk Box Europe.

  • 3 March 2016

    Organic Growth Is Our Core Business

    In this video interview, Group CEO Alexander Friedman comments on GAM’s full year results and the firm’s strategic priorities. (Source: AWP)

  • 3 March 2016

    Are Telecoms Poised For Outperformance?

    The European telecoms sector has been an unhappy hunting ground for investors for much of the past fifteen years. Looking ahead, however, there are many reasons for cheer. (Source: Investment Europe)

  • 2 March 2016

    The Politics of Financial Volatility

    As investors struggle to understand what is driving extreme volatility in the financial markets, Alex Friedman, Group CEO, looks at the politics behind it. (Source: Project Syndicate)

  • 25 February 2016

    Finding Respite for Emerging Market Currencies and Bonds

    GAM’s Paul McNamara explains the key factors to watch to grasp arising opportunities in emerging markets. (Source: Pensions & Investments)

  • 23 February 2016

    Cheap Oil Forever? Not So Fast

    Oil prices have been a source of great concern for capital markets. Larry Hatheway, Chief Economist and Roberto Cominotto, Investment Director, explore the outlook in a commentary on CNBC.

  • 18 February 2016

    Is Deflation Still a Risk for China?

    Jian Shi Cortesi, Investment Director, comments on China’s growth prospects for the months ahead. (Source: CNBC)

  • 16 February 2016

    Is Draghi Raising Expectations Bad for the Market?

    GAM Chief Economist Larry Hatheway discusses the European Central Bank policy with Bloomberg’s Manus Cranny and Anna Edwards on “Countdown.”

  • 15 February 2016

    Are We Missing a Bright Turnaround Story in Brazil?

    Paul McNamara, Fund Director, discusses the outlook for emerging markets with Bloomberg's Joe Weisenthal and Alix Steel on "What'd You Miss?" (Source: Bloomberg)

  • 3 February 2016

    The Current Fall in Oil Prices Scares People

    Alexander Friedman, Group CEO discusses the falling oil price and it's outsized impact on the broader market. (Source: CNBC).

  • 3 February 2016

    From Service Robots to Breathing Phones - Five Tech Trends to Watch

    Mark Hawtin, Investment Director, reports from the CES trade show. He highlights some of the most interesting things he saw from an event which showcases the best and most exciting new technology developments worldwide. (Source: Huffington Post)

  • 3 February 2016

    What Does The Syngenta Deal Tell Us?

    Alexander Friedman, Group CEO , says ChemChina's acquisition of Syngenta could indicate confidence or the company can't find growth. (Source: CNBC)

  • 29 January 2016

    Amazon Misses on Spending, Microsoft Grows on Cloud

    Mark Hawtin, Investment Director at GAM, and Bloomberg's Caroline Hyde discuss fourth-quarter results from Amazon and second-quarter results from Microsoft. They speak on "Countdown." (Source: Bloomberg)

  • 28 January 2016

    2016 - das Jahr der "Alternativen"

    UCITS funds – is this where investors find performance in a low yield environment? An article written by Daniel Durrer, Head of Distribution for Continental Europe, which appeared in Swiss financial daily NZZ.

  • 27 January 2016

    China Will Continue to be Difficult for Apple

    China is very important as a driver of growth for Apple overall, says Mark Hawtin, Investment Director, as he discusses the unusual results coming from China.

  • 27 January 2016

    Apple Q1 Sales Miss

    Investment Director, Mark Hawtin discusses the currency fluctuations in relation to Apple’s latest earnings results.

  • 21 January 2016

    Mastering the Fourth Industrial Revolution

    Human ingenuity is far too little recognized or appreciated, particularly in financial markets. GAM Chief Economist Larry Hatheway explores what the Fourth Industrial Revolution means for investors.

  • 14 January 2016

    Luxury Brands on the Way to Recovery?

    The best time to pick up luxury stocks if you’re a long term investor is when people panic on China, Scilla Huang Sun, Fund Manager, tells CNBC.

  • 11 January 2016

    Japanese Stocks in 2016: Possibility for Attractive Upside Potential

    The new year looks promising for Japanese equities, says Reiko Mito, Investment Manager at GAM. She sees upside potential for corporates even if the current accommodative monetary policy may eventually start being reversed.

  • 11 January 2016

    China Turmoil Sparks Global Market Selloff

    The fundamental problem for investors globally is the uncertainty about Chinese policy response, Larry Hatheway, GAM’s Chief Economist, tells CNN’s Nina dos Santos.

  • 7 January 2016

    Japan Mid-caps are Attractive: GAM Chief Economist

    Larry Hatheway, group chief economist at GAM, says domestic firms in Japan are beginning to show better governance and respect for shareholder values and may be worth exploring for investors.

  • 6 January 2016

    Are Emerging Markets Starting to Rebalance?

    Paul McNamara, GAM fund manager, discusses the outlook for emerging markets with Bloomberg's Joe Weisenthal and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

  • 22 December 2015

    Why the G20 Could be the Making of China

    Michael Lai, Investment Director responsible for GAM’s Asian funds, looks forward to China's presidency of the G20.

  • 18 December 2015

    A Look at the Health of the Chinese Economy

    Tim Haywood, Investment Director and Business-unit Head for Fixed Income, discusses the China beige book and the state of the economy. He speaks to Bloomberg's Jonathan Ferro on "On The Move."

  • 16 December 2015

    How the Fed Just Reduced Inequality

    The US Federal Reserve has finally done it, raising interest rates for the first time in almost a decade. The ramifications for interest-rate spreads, emerging-market equities, and housing demand, among much else, are the subject of widespread debate. But, as markets learn to cope with a less accommodative monetary policy, there could be an important silver lining, which most people have ignored.

  • 11 December 2015

    Will Oil and Fed Mean More of the Same for 2016 Markets?

    Larry Hatheway, GAM’s Chief Economist and Head of Multi-Asset Portfolio Solutions, speaks on “Bloomberg Surveillance”. He discusses the impact of lower oil prices and a potential Federal Reserve rate hike on 2016 markets and looks at currency concerns for Russia and South Africa.

  • 2 December 2015

    Our Positioning is Not Yet Perfect

    Alexander Friedman, aims for growth through acquisitions to expand the reach of the Swiss-listed asset manager. He plans to retain the current share repurchase programme alongside the company’s growth ambitions, as he explains in his interview to Swiss newspaper Finanz und Wirtschaft.

  • 27 November 2015

    GAM in Rebrand Push, Seeks China Partner

    Alexander Friedman talks to the FT's Ignites Asia about GAM's expansion plans in Asia and the push to raise brand awareness.

  • 26 November 2015

    BOE Won't be Hiking Rates Anytime Soon

    Chris Morrison, Investment Manager, on CNBC's Capital Connect.

  • 20 November 2015

    Japanese Equity Investing

    Abenomics has put Japan back on investors’ maps. Reiko Mito, Investment Manager at GAM, talks about the merits of Abenomics, her approach to investing, and what it means to be a Japanese equity investor working in Switzerland.

  • 11 November 2015

    Is It Time for Global Money?

    In their opinion piece for Project Syndicate, Larry Hatheway and Alexander Friedman argue that strengthening multilateral institutions offers the best chance of reviving global growth.

  • 9 November 2015

    How I Survived China’s Black Monday

    GAM Investment Manager Jian Shi Cortesi discusses China’s recent stock market crash and explains the differences to the West’s investing culture in The Telegraph.

  • 5 November 2015

    Ad Pricing Rises for FB, Falls for TWTR: Hawtin

    Shares of Facebook are surging 5 percent after earnings beat Wall Street's expectations. Mark Hawtin, GAM Investment Director, discusses the company's success with targeted advertising on CNBC.

  • 5 November 2015

    Facebook Looks to the Future, Is It Delivering?

    GAM Investment Director Mark Hawtin discusses his outlook for Facebook. He speaks on "Bloomberg Surveillance."

  • 4 November 2015

    Interview on Saudi Arabia with Enrico Camera (in German)

    Enrico Camera, investment director, talks about the potential of Saudi Arabia from an investor’s point of view in the German Boersen-Zeitung.

  • 3 November 2015

    Are China's Efforts to Encourage Births Working?

    Alexander Friedman, chief executive officer at GAM, discusses the relaxation of China's one-child policy and its impact on the economy on Bloomberg.

  • 28 October 2015

    Is it Time to get into Apple Stock?

    Apple's guidance for the next quarter is very positive but uncertainties over future growth rates remain, says Mark Hawtin, investment director, on CNBC.

  • 23 October 2015

    Cloud Boom Boosts Google, Amazon

    Mark Hawtin, Investment Director, discusses earnings for Google, Amazon and the outlook for the companies on Bloomberg's "Countdown."