30 October 2018Fund Manager Portrait: Tim Love
Alongside his long-time colleague, Joaquim Nogueira, GAM Investments’ Tim Love has been managing emerging market (EM) equity portfolios for 22 years - and another 8 before that. It has proved a partnership that has prevailed through bad times and good and Tim is now optimistic that we stand on the cusp of a secular period of growth for EMs, questioning whether developed economies will be able to keep pace.
Friday, August 10, 2018Fund Manager Portrait: Reiko Mito
Reiko has been managing Japanese equity portfolios for 18 years and, since joining GAM, has become an integral component of our settled Japan equity team, which has established an attractive track record. So, what’s their secret?
6 March 2018Fund Manager Portrait: Roberto Bottoli
"In the prevailing environment, investors are finding fewer and fewer sources of meaningful yield with low volatility from the fixed income universe."
30 January 2018Fund Manager Portrait: Ernst Glanzmann
After years of false dawns and ‘dead cat bounces’, Japanese equities surged to a 26-year high in early January. So, what better time to gain some valuable insights from a veteran who has watched events unfold both in Japan and from afar?