Thursday, March 26, 2020S&P earnings yield ‘extremely attractive’ in medium term, strategist says
Julian Howard, investment director for multi-asset solutions at GAM, discusses the impact of the coronavirus pandemic on equity markets.
Monday, March 02, 2020Government bonds won’t be a sensible place to park money over the next few years, strategist says
Ali Miremadi, investment director at GAM, discusses the economic impact of the coronavirus outbreak and investing in safe-haven assets.
Friday, January 24, 2020Netflix ‘in a good starting spot’ to fight streaming wars: Analyst
Mark Hawtin, investment director of GAM Investments, says Netflix has a 30% share of the streaming market.
Friday, January 10, 2020US-China ‘phase one’ trade deal could boost the earnings outlook of Chinese firms, says investor
Rob Mumford of GAM Investments says China’s A-shares are likely to perform strongly this year on the back of supportive government policies.
Wednesday, January 08, 2020How Low Interest Rates Could Lead To The ‘Greatest Risk’ Of The Decade
Ali Miremadi, investment director of GAM, says the “spectacularly low” interest rate environment will result in a “misallocation of capital.”
Friday, January 03, 2020Why So Many Emerging Markets Are Blowing Up Right Now (Podcast)
From Argentina to Chile to Lebanon, we’re seeing a high degree of political and economic uncertainty among emerging market economies. On this week’s Odd Lots podcast, we speak with Paul McNamara, a veteran fund manager at GAM Investments. McNamara explains why this moment is so turbulent, and what it will take to settle these economies down (Source: Bloomberg).
Friday, November 22, 2019UK Bond Market Could Tolerate Increased Spending On Social Services: Strategist
Julian Howard, investment director of multi-asset solutions at GAM, says more U.K. government spending on social services won't send gilt yields flying higher.
Friday, November 01, 2019We’ve Been Fully Weighted in China’s Value Segments, Says Mumford
Rob Mumford, portfolio manager of emerging markets at GAM Investments, discusses the U.S.-China trade negotiations and how he’s trading emerging markets in Asia amid all the noise. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)
Friday, October 25, 2019Amazon is still a 'buy' despite cautious guidance, analyst says
Mark Hawtin, investment director at GAM, weighs in on Amazon's third-quarter results.
Thursday, October 10, 2019Germany 'uniquely vulnerable' to a US-Europe trade war...
Julian Howard, investment director for multi-asset solutions at GAM, says the trajectory for the German economy is "looking pretty ugly." (Source: CNBC)
Wednesday, September 18, 2019Howard: The Fed is much more forward-looking now
Julian Howard of GAM discusses what to expect from the Fed and chairman Jay Powell today, and whether the central bank will be able to continue to offer meaningful support to a slowing U.S. economy (Source: CNBC)
Monday, August 19, 2019Us Consumer Not Feeling Pain from the Trade War, Strategist Says
Julian Howard, Investment Director, discusses the U.S. economy. (Source: CNBC).
Tuesday, July 23, 2019Will See Another Phase of Monetary Adjustment in China, Says Mumford
Rob Mumford, portfolio manager of emerging markets, discusses the debut of China’s Nasdaq-style board and his outlook for Chinese markets. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)
Monday, June 24, 2019Masterclass on the Road - Edinburgh
Atlanticomnium’s Patrick Smouha joins the latest Asset TV Masterclass on the Road – Fixed Income and Property. Patrick answers questions on the liquidity considerations for smaller sized fixed income issuances, as well as highlighting some of the key considerations regarding the European project. (Source: Asset TV).
Wednesday, June 19, 2019Fixed Income Masterclass - June 2019
GAM Systematic’s Anthony Lawler joins in the latest Asset TV Fixed Income Masterclass, discussing the rising level of uncertainty across fixed income markets and how a systematic approach might navigate such an environment. (Source: Asset TV).
Wednesday, June 19, 2019High Quality Investing in Japan
GAM Investments’ Ernst Glanzmann presents a live Asset TV Masterclass on the Road, discussing how he believes the Japanese equity market will evolve over the coming years and why he focuses on high quality investing. (Source: Asset TV).
Wednesday, June 19, 2019Fixed Income Masterclass | June 2019
Anthony Lawler participates in an Asset TV video
Thursday, May 23, 2019Deutsche Bank Doesn't Have a Profitable Core Business, Strategist
Ali Miremadi, investment director for global equities, discusses the European banking sector off the back of Deutsche Bank’s AGM. (Source: CNBC)
Tuesday, April 09, 2019US dollar falling would be a big trigger for global assets, strategist says
Ali Miremadi, investment director for global equities, discusses global equities, corporate earnings and the economy. (Source: CNBC)
Wednesday, March 06, 2019Rational to expect upside for US stocks from here, analyst says
Julian Howard, head of multi-asset solutions at GAM, discusses U.S. equity markets.
Monday, March 04, 2019Best of Growth and Earnings Is Behind Us, Says GAM’s Hatheway
Larry Hatheway, head of investment solutions and chief economist at GAM, discusses how the U.S.-China trade negotiations and global growth are impacting currencies, including emerging market currencies, the U.S. dollar and the yuan. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)
Thursday, January 31, 2019Corporate bonds: How to automate trading for better returns
Juan Landazabal, Global Head of Trading at GAM Investments, discussed Corporate Bonds and Automation. (Source: Trader TV)
Friday, January 18, 2019Policymakers recognize risk of slowing growth, economist says
Larry Hatheway, chief economist at GAM Investments, discusses U.S. politics. (Source CNBC)
Wednesday, November 28, 2018How high ECB hikes rates is an open question, analyst says
Ali Miremadi, investment director for global equities at GAM, discusses European markets. (Source: CNBC)
Friday, October 12, 2018Brexit parliament vote could be quite problematic: Analyst
Julian Howard, head of multi-asset solutions at GAM discusses Brexit and the outlook for possible second referendum. (Source: CNBC)
Thursday, October 04, 2018Erdölpreis erreicht Vierjahreshoch
GAM’s Joachim Corbach discusses the rising oil price on Swiss national TV. (Source: SRF, interview in German)
Wednesday, August 15, 2018EM Slowdown 'Closer to the End Than the Beginning,' Says GAM's Howard
Julian Howard, head of multi-asset solutions at GAM, discusses the attractiveness of emerging markets as he sees the U.S. economy slowing the Federal Reserve's rate path. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)
Monday, August 13, 2018Turkey's Market Rout 'Can Be Contained,' Says GAM's McNamara
Paul McNamara, director for EM fixed income at GAM Investment, discuses contagion concerns related to Turkey's economic issues and the impact capital controls could have on emerging markets. He speaks with Bloomberg's Alix Steel on "Bloomberg Daybreak: Americas." (Source: Bloomberg)
Wednesday, July 18, 2018Markets 'More Meaningfully Dovish' Than the Fed, Says Bhandari
Maya Bhandari, director for global asset allocation at Columbia Threadneedle, and Larry Hatheway, chief economist at GAM Group, discuss the yield curve and how markets view the Federal Reserve's rate path. They speak with Bloomberg's Nejra Cehic on "Bloomberg Surveillance." (Source: Bloomberg)
Friday, July 13, 2018Emerging Markets Remain the Future of Growth
Julian Howard, head of multi-asset solutions at GAM, explains why his firm sees this as a "long buy-and-hold period" for emerging markets. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)
Tuesday, June 26, 2018White House's Rhetoric on Trade Disputes Is Very Dated
Larry Hatheway, chief economist at GAM Investment Group, talks about the disputes between the U.S. and its trading partners. He speaks with Kathleen Hays and Yvonne Man on "Bloomberg Daybreak: Asia." (Source: Bloomberg)
Tuesday, June 26, 2018Trade War Will Endure Because of Votes
Larry Hatheway, Group Chief Economist, GAM Investment, tells Bloomberg’s Bryan Curtis and Juliette Saly tough trade talk is a winning electoral message for President Trump and the Republican Party; thus it will continue. (Source: Bloomberg)
Wednesday, June 20, 2018Brexit Political Risk Is Key Driver of Pound, Says BlackRock's Turnill
Richard Turnill, global chief investment strategist at BlackRock, and Larry Hatheway, chief economist and head of investment solutions at GAM Group, discuss the impact of Brexit uncertainty on the pound. They speak with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)
Tuesday, June 19, 2018Luxury Industry Expert on Why the Global Sell-off Hit Richemont and Swatch
Luxury expert Scilla Huang Sun sees growth ahead for luxury companies like Swatch and Richemont despite the recent drop in share price. This is because millennials are driving growth in the luxury sector, with luxury companies increasingly embracing digitalization and looking at how to attract this new demographic. (Source: CNN Money Switzerland)
Friday, June 15, 2018Swiss clients who have been to China are interested in investing there
Global index compiler MSCI included 226 Chinese large-cap A shares on its MSCI Emerging Markets Index and other global indexes as of June 1. According to Jian Shi Cortesi, fund manager at GAM, this will increase foreign participation and help the market to become more mature. (Source: CNN Money Switzerland)
Monday, June 11, 2018Fed, ECB to Decide as Markets Watch Paths to Normalization
Craig Bishop, U.S. fixed income lead strategist at RBC Wealth Management, Jack Flaherty, investment director of fixed income at Gam, and Peter Tchir, head of macro strategy at Academy Securities, look ahead to this week's decisions from the Federal Reserve and European Central Bank.
Thursday, May 31, 2018Biggest risk to markets is the 'automated echo chamber' analyst says
Ali Miremadi, investment director, global equities at GAM, said algorithms and high-frequency traders are forming "odd" responses to market-related news.
Wednesday, May 30, 2018GAM Says ECB Will View German 2-Year Yield as an Aberration
GAM Chief Economist and Head of Investment Solutions Larry Hatheway discusses the political uncertainty in Italy and the European Central Bank's reaction to the widening spread between German and Italian bond yields. He speaks from Zurich on "Bloomberg Surveillance." (Source: Bloomberg)
Friday, May 25, 2018Italian politics not affecting the course of doing business: Pro
Julian Howard, head of multi-asset solutions at GAM, speaks about the relationship between Italian politics and the bond market. (Source: CNBC)
Friday, May 18, 2018Four Experts Explain How They'd Invest $100,000 – Bloomberg
What's the best way to invest $100,000 right now? We asked Anthony Lawler of GAM Systematic, PIMCO's Robert Mead, UniSuper's John Pearce, and Brett Himbury of IFM Investors at the Bloomberg Invest Australia summit in Sydney. (Source: Bloomberg)
Thursday, May 17, 2018Hatheway: First Quarter As Good As It Gets
Markets are looking at good news as old news, for instance first quarter earnings this year, says Larry Hatheway, Head of Multi Asset at GAM. (Source: Bloomberg)
Thursday, May 17, 2018Trade growth story lagging behind global economic expansion
Larry Hatheway, chief economist and head of GAM investment solutions, discusses the health of the global economy. (Source: CNBC)
Wednesday, May 02, 2018Morgan Stanley Interprets Yield Inversion as 'Troubling Sign'
Andrew Sheets, chief cross asset strategist at Morgan Stanley, and Ali Miremadi, investment director for global equities at GAM, discuss what a yield inversion could mean for the U.S. economy and the outlook for markets. They speak with Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)
Monday, April 30, 2018GAM Says Rudd Adds to Uncertainty on Brexit, Pound
Julian Howard, head of multi-asset solutions at GAM, discusses Amber Rudd's resignation as U.K. Home Secretary and its potential impact on Brexit negotiations, the pound and other U.K. assets. He speaks on "Bloomberg Daybreak: Europe." (Source: Bloomberg).
Thursday, April 12, 2018Higher Rates Good For Active Managers
Anthony Lawler, Co-Head of GAM Systematic, joined David Ingles and Doug Krizner to discuss the effect of volatility and political risk on hedge funds (Source: Bloomberg)
Monday, April 09, 2018Legislation for online regulation can take years
Julian Howard, head of multi-asset solutions at GAM, discusses the priorities in regulation of online and social media platforms in the U.S. (Source: CNBC)
Thursday, April 05, 2018Italian state lender CDP to take 5% stake in Telecom Italia: Report
Ali Miremadi, investment director for global equities at GAM, speaks about management of Telecom Italia (Source: CNBC)
Friday, March 02, 2018Trump tariffs hurt both the US and global economy, investment...
GAM’s Ali Miremadi says its difficult to see how President Trump’s tariffs on steel and aluminum imports do anything other than hurt the global economy. (Source: CNBC)
Thursday, February 15, 2018Welcome to the Post-New Normal Era in Markets
With higher U.S. wage inflation, market participants will begin to doubt the Fed can remain committed to "gradual normalization." From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Bloomberg)
Tuesday, January 30, 2018What I Learned at Davos
Davos man must change. But that cannot mean rejecting the core commitment to the view that human ingenuity, fostered by open societies and rewarded by markets, remains the sturdiest foundation for the advancement of humankind. From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Project Syndicate)
Monday, January 22, 2018Trump's First Year Echoes Obama's Record on the Economy
The two presidents are in a dead heat in terms of gross domestic product and real consumer spending, says Larry Hatheway, group head of Investment Solutions and group chief economist at GAM. (Source: Bloomberg)
Saturday, January 20, 2018Is the 10-Year Yield in 'No Man's Land'?
Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the 10-year yield hitting its highest level since 2014. (Source: Bloomberg)
Saturday, January 20, 2018There's 'Insatiable Demand' for Yield
Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the appetite for yield and what the unwinding of central bank balance sheets means to bond markets. (Source: Bloomberg)
Tuesday, January 16, 2018U.K. Dec. Inflation Rate Falls to 3%, Matching Median Estimates
Larry Hatheway, GAM Group chief economist and head of investment solutions, discusses the U.K. CPI data report with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)
Wednesday, January 10, 2018Inflation Is Main Focus for Bonds
Mark Hawtin, investment director at GAM, talks about the impact of inflation levels on bond and equity markets. He speaks on "Bloomberg Markets: European Open." (Source: Bloomberg)
Thursday, December 21, 2017Will Monetary Policy Trigger Another Financial Crisis?
Alexander Friedman, Group Chief Executive Officer at GAM Investments, identifies legacy risks from a decade of unconventional measures that central banks will soon roll back. (Source: Project Syndicate)
Wednesday, December 20, 2017US tax package ‘mildly positive,’ investment manager says
President Donald Trump’s tax cuts will be beneficial for the stock market, Julian Howard, head of multi-asset solutions at GAM, said. (Source: CNBC)
Friday, December 08, 2017Brexit a Difficult Issue To Trade On, Economist Says
Larry Hatheway, chief economist and head of investment solutions at GAM, discusses currency trading and Brexit. (Source: CNBC)
Wednesday, November 29, 2017The Possible Impact of Tax Reform
Alexander Friedman, Group Chief Executive Officer at GAM Investments, and Michael Amey, managing director and portfolio manager at PIMCO, discuss the possible impact on the U.S. if tax reform becomes law. (Source: Bloomberg)
Thursday, November 23, 2017Two Biggest Risks Now Are China and Inflation, Market Veteran Says
Larry Hatheway, who’s spent decades poring over the mechanics of financial markets and investing, says his two biggest concerns right now are China and inflation. (Source: Bloomberg)
Friday, November 10, 2017Gosden: Housebuilders are Too Expensive
Ex-Artemis fund manager Adrian Gosden is building a new UK equity income portfolio at GAM - which means some old favourites are abandoned as overvalued. (Source: Morningstar)
Monday, October 30, 2017GAM's Gosden: 'You Won't See Me At Another Firm In Two Years' Time'
Fund manager Adrian Gosden, who joined GAM in September after 13 years at Artemis, has revealed the drivers behind his new equity income fund, due to launch on platforms on 6 November. (Source: Investment Week)
Tuesday, October 17, 2017The Balanced Portfolio Has Had Its Time
The days are numbered for the multi-asset trinity of positive correlation, high return and low volatility, says Larry Hatheway, GAM chief economist. (Source: Bloomberg)
Thursday, October 05, 2017GAM Preps for a Different Quant Future
GAM Systematic is experimenting with artificial intelligence and data science to ensure it is well positioned for the next wave of quantitative investing. (Source: Institutional Investor)
Thursday, September 07, 2017GAM Economist Says Draghi Not Finding Audience in Markets
Larry Hatheway, GAM chief economist, discusses investor reaction to ECB President Mario Draghi's remarks about the euro with Bloomberg's Scarlet Fu, Joe Weisenthal and Abigail Doolittle on "What'd You Miss?" (Source: Bloomberg)
Wednesday, December 21, 2016Has 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)
Tuesday, December 20, 2016Political 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)
Monday, December 19, 2016Fundamentals 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)
Tuesday, December 13, 2016Trump a Generation Too Late to Fulfil His Ambitions
Julian Howard, head of Multi Asset Solutions, looks ahead to the Trump administration. (Source: Citywire)
Monday, December 12, 2016The 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.
Friday, December 09, 2016From 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)
Thursday, December 08, 2016Lack 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)
Monday, December 05, 2016Italian 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)
Friday, December 02, 2016After 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)
Tuesday, November 29, 2016Trump 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)
Wednesday, December 16, 2015How 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.
Friday, December 11, 2015Will 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.
Thursday, November 26, 2015BOE Won't be Hiking Rates Anytime Soon
Chris Morrison, Investment Manager, on CNBC's Capital Connect.
Wednesday, November 11, 2015Is 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.
Monday, November 09, 2015How 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.
Thursday, November 05, 2015Ad 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.
Thursday, November 05, 2015Facebook Looks to the Future, Is It Delivering?
GAM Investment Director Mark Hawtin discusses his outlook for Facebook. He speaks on "Bloomberg Surveillance."
Wednesday, November 04, 2015Interview 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.
Tuesday, November 03, 2015Are 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.
Wednesday, October 28, 2015Is 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.