GAM is a global asset management firm built by investors, for investors. We operate in 14 countries and collectively manage CHF 120.4 billion in assets for our clients (as at 30 September 2020).
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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.
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.
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.
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.
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.
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