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Regional Library

  • EU Equities – Selection is Key

    12 January 2017

    EU Equities – Selection is Key

    As featured on Investment Week, Niall Gallagher, Investment Director for European equities at GAM, explains why European companies continue to offer investors interest opportunities for returns in 2017, but warns that careful stock selection will be key.

  • After the BRICs, it’s Time to Focus on the VARPs

    3 January 2017

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

    Tim Love, Investment Director for emerging market equities at GAM, considers the major growth opportunities offered by Vietnam, Argentina, Romania and Pakistan.

  • 15 Years of the Euro

    29 December 2016

    15 Years of the Euro

    New Year’s Day will mark 15 years since the physical euro currency was implemented. Joachim Corbach, Head of Currencies & Commodities at GAM, considers the politics behind the introduction of the single currency, its future and what this means for investors.

  • Brazil - Room to Rally?

    13 December 2016

    Brazil - Room to Rally?

    Denise Prime, Investment Manager, examines the potential for Brazil to outperform in 2017 and the opportunities for fixed income investors.

  • The Consumer Takes Over

    9 December 2016

    The Consumer Takes Over

    A Q&A with Jian Shi Cortesi, who has been managing a consumer-focused China equity strategy for three years.

  • Contagion? Probably Not

    1 December 2016

    Contagion? Probably Not

    Global equity manager Robert Smithson outlines his views on the potential outcomes and implications of the upcoming elections and referendums across Europe.

  • Chinese Equity Rally Imminent?

    29 November 2016

    Chinese Equity Rally Imminent?

    Chinese shares rallied following the Trump election outcome and in contrast to most other emerging markets. GAM’s Asia-Pacific equity manager Michael Lai, who also runs a dedicated China portfolio, explains why he sees Chinese stocks well positioned for further upside.

  • Connecting China’s Exchanges

    22 November 2016

    Connecting China’s Exchanges

    Jian Shi Cortesi, investment manager for Chinese equities at GAM, discusses the development of the Shanghai-Hong Kong Stock Connect Programme as it celebrates its second year anniversary.

  • Saudi Arabia Delights Investors

    15 November 2016

    Saudi Arabia Delights Investors

    Saudi Arabia’s first-ever US dollar government bond issuance - the largest emerging market sale in history – has caused a stir in financial markets. Amy Kam, a GAM fixed income portfolio manager, explains the wider significance for Saudi Arabia and investors.

  • Japan - Innovation Drives Revival

    1 November 2016

    Japan - Innovation Drives Revival

    Reiko Mito shares some surprising insights and experiences from her recent trip to Japan.

  • How Will the Debt-to-equity Swap Program Impact on China Equity Market?

    24 October 2016

    How Will the Debt-to-equity Swap Program Impact on China Equity Market?

    Despite initial scepticism, the debt-to-equity swap program is good news for banks. Michael Lai, investment director.

  • Russian Rally: Can it Continue?

    6 October 2016

    Russian Rally: Can it Continue?

    Can the rally in Russian equities continue? Erdinç Benli, Portfolio Manager Emerging Markets Equities, looks at risks and opportunities.

  • Emerging Market Debt – Stronger for Longer

    22 September 2016

    Emerging Market Debt – Stronger for Longer

    Interest in emerging market (EM) assets is returning. With yields in developed bond markets almost non-existent, emerging debt looks particularly attractive. Paul McNamara, investment director for emerging market debt at GAM, explains why he still sees plenty of upside, despite a strong run so far this year.

  • EM Corporate Debt Presents Selective Opportunities

    15 September 2016

    EM Corporate Debt Presents Selective Opportunities

    As featured on the FT’s beyondbrics, Portfolio Manager Dorthe Fredsgaard Nielsen evaluates investment opportunities in EM corporate debt.

  • India To Ride GST Uptick

    2 September 2016

    India To Ride GST Uptick

    India's Goods and Services Tax bill represents a major milestone for the country's economy. Madhav Bhatkuly discusses its impact on domestic business transactions and benefits for the Indian equity market.

  • Confusion under the (Five) Stars

    9 August 2016

    Confusion under the (Five) Stars

    GAM’s Carlo Benetti looks at the current developments in Italy and where it might lead the country.

  • European Equities One Month After Brexit

    8 August 2016

    European Equities One Month After Brexit

    Monthly commentaries from Niall Gallagher, investment director of European Equities.

  • Emerging Markets and the UK Referendum

    7 July 2016

    Emerging Markets and the UK Referendum

    GAM Investment Director Paul McNamara looks at the impact of Britain’s surprise ‘leave’ vote on emerging market debt.

  • UK Stocks After Brexit

    4 July 2016

    UK Stocks After Brexit

    Chris Morrison, investment manager, explains his views on the UK’s recent referendum result and its potential impact on the UK economy and equity market.

  • Japan – Keep it Simple

    28 June 2016

    Japan – Keep it Simple

    Ernst Glanzmann, head of Japan equities at GAM, explains why he believes only old-fashioned, bottom-up, long-term investing leads to sustainable outperformance.

  • Investor Brexit Risk

    23 June 2016

    Investor Brexit Risk

    Nearly two thirds of investors see Brexit as the biggest risk to the global economy over the next year.

  • China Demystified

    15 June 2016

    China Demystified

    China remains a mystery for many investors. Lately, the decisions taken by the authorities to steer the command economy seem more erratic and harder to predict. Michael Lai, GAM’s Hong Kong-based investment director for Asian equities, explains how his observations on the ground tie in with the news headlines.

  • Beware the Siren Song of ‘value’

    15 June 2016

    Beware the Siren Song of ‘value’

    The outperformance of ‘growth’ versus ‘value’ has been a persistent feature of the European equity market since the market bottomed in March 2009, highlights Niall Gallagher, investment director.

  • A Fresh Look at German Stocks

    9 June 2016

    A Fresh Look at German Stocks

    What are the benefits of investing in the German stock market? Portfolio Manager Oliver Maslowski addresses this question in his new book "German Stocks – The future of saving. Understanding and benefiting from the DAX."

  • The Rise & Rise of Emerging Markets

    7 June 2016

    The Rise & Rise of Emerging Markets

    After a very strong start to the year for emerging market bonds and currencies, some investors have been taking profits. But the next leg of the rally may be just around the corner, say Paul McNamara and Michael Biggs.

  • EU Equities - a Buy?

    3 June 2016

    EU Equities - a Buy?

    Niall Gallagher, investment director at GAM, explains why European equities are poised for a buoyant recovery, led by stronger than expected earnings growth.

  • EM Stocks Vs US Rates

    20 May 2016

    EM Stocks Vs US Rates

    Investment Director Tim Love explains why rising US rates could be the catalyst investors have been waiting for to trigger an emerging market rebound rally.

  • The Comeback of Value

    12 April 2016

    The Comeback of Value

    Hans Ulrich Jost, investment manager for European equities, explains why he believes that value stocks have finally started to stage a comeback after years of underperformance versus growth stocks.

  • Made in Japan: The Future Belongs to Robots

    11 April 2016

    Made in Japan: The Future Belongs to Robots

    Ernst Glanzmann, investment manager for Japanese equities, takes a closer look at companies based in Japan, in particular manufacturers in the robotics and automation technology sectors, which are benefiting from increasing demand from emerging economies.

  • China: Stabilising Fundamentals

    5 April 2016

    China: Stabilising Fundamentals

    Michael Lai, Investment Director for Asia-Pacific and Chinese equities, is seeing signs of a turnaround in both sentiment and fundamentals in China. He explains why he is encouraged by the Chinese government’s latest decisions, and on which areas he believes the government needs to focus on now.

  • China: No News is Good News

    22 March 2016

    China: No News is Good News

    The National People's Congress (NPC) in China ended without any major surprises. Jian Shi Cortesi, investment manager for Chinese equities at GAM, explains why she believes this to be encouraging.

  • Robust Japanese Corporates

    10 March 2016

    Robust Japanese Corporates

    Ernst Glanzmann, manager of GAM’s Japanese equity strategies, takes a look at Japanese corporates and sees attractive opportunities on the horizon.

  • China Confidence Crisis

    16 February 2016

    China Confidence Crisis

    Chinese markets had a weak start to the year in line with the sell-off in most global risk assets in January.

  • 'Make In India Week' To Showcase Investment Opportunities

    16 February 2016

    'Make In India Week' To Showcase Investment Opportunities

    As the Indian government trail blazes its way through a highly anticipated reform process, the country is set to host a landmark event ‘Make in India Week’ this month in the heart of India’s investment hub, Mumbai.

  • China Monkey Business?

    2 February 2016

    China Monkey Business?

    How will developments in China affect energy, EM and luxury sectors in the year ahead?

  • Brazil – Opportunity Among Upheaval

    26 January 2016

    Brazil – Opportunity Among Upheaval

    Brazil had a torrid 2015 on all fronts, with no short-term cures in sight. However, nimble and flexible investors in particular could benefit from potential mispricings and false expectations, says Denise Prime, portfolio manager for local emerging market debt at GAM.

  • Beyond Macro: Outlook for European equities

    19 January 2016

    Beyond Macro: Outlook for European equities

    Niall Gallagher, investment director, shares his views on why he remains bullish on European stocks.

  • The Riksbank's Inflation Obsession

    15 January 2016

    The Riksbank's Inflation Obsession

    Sweden’s central bank, the Riksbank, has an obsession with inflation and appears willing to do whatever it takes to raise it as quickly as possible. Adrian Owens, Investment Director, and Alistair Wallace, Investment Manager, consider implications for the rates and currency markets.

  • Franc Shock 2.0?

    12 January 2016

    Franc Shock 2.0?

    A year after the Swiss National Bank roiled markets by abandoning its cap on the Swiss franc, Joe Corbach, Head of Currencies and Commodities at GAM in Zurich, considers implications of another franc shock.

  • Darkness Before Dawn

    7 January 2016

    Darkness Before Dawn

    If an emerging market equities manager told you that the latest pullbacks have provided all the more reason to enter the market, would you roll your eyes? Perhaps, but we shouldn’t rely solely on historic data for investment decision, as current numbers suggests it may be riskier to be ‘out’ of the market than to be ‘in’ it. Tim Love, Investment Director, investigates.

  • Who is Scared of Russian Stocks?

    15 December 2015

    Who is Scared of Russian Stocks?

    What might 2016 bring for Russian equities? Erdinç Benli looks at risks and opportunities.

  • Peripheral EU Banks' Turnaround

    4 December 2015

    Peripheral EU Banks' Turnaround

    Davide Marchesin, Investment Manager, takes a look at peripheral European financials and sees attractive opportunities on the horizon.

  • US Profits: A Straw In The Wind

    24 November 2015

    US Profits: A Straw In The Wind

    Corporate profitability in the US has enjoyed secular and cyclical tailwinds that have helped margins rise to historically very high levels. Now the future might appear less rosy.

  • Argentina: Let's Change

    18 November 2015

    Argentina: Let's Change

    As Argentina prepares for presidential elections, Denise Prime and Tim Love explore what is really at stake for the country.

  • Shanghai-Hong Kong Programme Misses Connection with Investors

    13 November 2015

    Shanghai-Hong Kong Programme Misses Connection with Investors

    The introduction of the Shanghai-Hong Kong Stock Connect last year represented a major turning point for China’s stock market, but interest in the programme has fallen short of investor expectations.

  • Turkey’s Election Outcome: AKP Wins Majority

    2 November 2015

    Turkey’s Election Outcome: AKP Wins Majority

    Erdinc Benli, Co-Head of the Global EM equities team comments on Turkey’s election outcome.

  • Political Uncertainty Weighs on Turkey’s Economy and Equities Market

    15 October 2015

    Political Uncertainty Weighs on Turkey’s Economy and Equities Market

    Erdinç Benli, Co-Head of GAM’s global emerging market equities team, comments on the economic and stock market impact of Turkey’s impending election.

  • A Guide to Investing in China

    13 October 2015

    A Guide to Investing in China

    Jian Shi Cortesi, Investment Manager of the Julius Baer China strategy, discusses the current landscape of Chinese equities, gives advice on the top ways to invest here and an outlook for the market in light of the market’s recent turbulence.

  • Brazil Downgrade

    16 September 2015

    Brazil Downgrade

    Paul McNamara, Investment Director at GAM, talks downgrades, yields and wake-up calls.

  • Emerging Markets Are Not All Alike

    28 August 2015

    Emerging Markets Are Not All Alike

    Enzo Puntillo, Investment Director, on why selection offers attractive fixed income opportunities.

  • China: Reform Story Still Intact

    3 August 2015

    China: Reform Story Still Intact

    Comment from Michael Lai, Investment Director, GAM

  • Chinese Equity Sell-off Spurs Investor Concerns

    10 July 2015

    Chinese Equity Sell-off Spurs Investor Concerns

    Comment from Michael Lai, Investment Director

  • India – Bureaucracy Finally Declared Enemy of the State

    3 July 2015

    India – Bureaucracy Finally Declared Enemy of the State

    Comment from Madhav Bhatkuly, founder and CIO of New Horizon Investments

  • German Companies Expected to Deliver up to 10% Profit Growth in 2015

    1 July 2015

    German Companies Expected to Deliver up to 10% Profit Growth in 2015

    Comment from Oliver Maslowski, Investment Director

  • Elections in Turkey: Single-party Government since 2002 May Be at Risk

    3 June 2015

    Elections in Turkey: Single-party Government since 2002 May Be at Risk

    Single-party government since 2002 may be at risk. Erdinç Benli, Co-Head of the Global EM equities team discusses the election.

  • Japan’s Corporate Governance Code, Cross-holdings and Shareholder Returns

    21 April 2015

    Japan’s Corporate Governance Code, Cross-holdings and Shareholder Returns

    Ben Williams, Investment Director, responsible for GAM’s Japan equity strategies, explains why the new Corporate Governance Code could be positive for investors.

  • Brazil: Real Problems

    25 March 2015

    Brazil: Real Problems

    Paul McNamara examines Brazil’s standing within the BRICs economic region, the impact the commodity sell-off has had on the market and where investment opportunities might lie.

  • Indian Budget and Economic Survey Lay The Foundations for a Multi-year Bull Market

    6 March 2015

    Indian Budget and Economic Survey Lay The Foundations for a Multi-year Bull Market

    Comment from Madhav Bhatkuly, CIO at New Horizon Investments, who manages a specialist Indian equity strategy for GAM.

  • Reform vs. Growth in China

    7 January 2015

    Reform vs. Growth in China

    In 2014 Chinese equities have largely been driven by sentiment and the government's constant tug-of-war between its reformist agenda and the quest for growth, rather than pure fundamentals.

  • Japanese Equities

    14 October 2014

    Japanese Equities

    Share buybacks and rising dividends.