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Weekly Manager Views 3 min read

Weekly Manager Views: Fixed Income

15 January 2021

At GAM Investments’ latest Fixed Income Meeting, held on 12 January, our investment specialists discussed developed and emerging market currencies, fiscal sustainability and the US housing market.

3 min read
Investment Opinions 9 min watch

Outlook 2021: Niall Gallagher

12 January 2021

Niall Gallagher takes a look at some of the European equity themes that were ’supercharged’ over the course of 2020, discusses the importance of a focus on ESG and explains why he is optimistic on opportunities in the region this year.

9 min watch
Multi Asset Perspectives 7 min read

Multi asset perspectives: Recovery versus stagnation

05 January 2020

GAM Investments’ Julian Howard outlines his latest multi-asset views, discussing the equity market’s counter-intuitive positive performance in the pandemic year of 2020 and the navigating investors will have to do around near-term recovery and long-term stagnation.

7 min read
Investment Opinions 6 min read

Outlook 2021: Subordinated debt - a credit sweet spot

29 December 2020

Atlanticomnium’s Romain Miginiac suggests several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective.

6 min read
Investment Opinions 7:17 min watch

Outlook 2021: Swetha Ramachandran

29 December 2020

Swetha Ramachandran reviews some of the good news stories in the luxury sector over the course of 2020 and details the reasons why she has a positive outlook for luxury brands in the coming year.

7:17 min watch