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Investment Opinions 4 min read

Dividends are down but not out

01 June 2020

GAM Investments’ Adrian Gosden and Chris Morrison discuss the outlook for dividends and explain why equity income investing still looks attractive compared to alternative sources of income.

4 min read
Weekly Manager Views 2 min read

Weekly Manager Views: Equities

29 May 2020

At GAM Investments’ Weekly Equities Meeting held on 26 May, Mark Hawtin discussed the acceleration of technology trends as a result of Covid-19.

2 min read
Weekly Manager Views 3 min read

Weekly Manager Views: Fixed Income

29 May 2020

At GAM Investments’ Weekly Fixed Income Meeting held on 26 May, several managers discussed their views on the fixed income space across emerging and developed markets.

3 min read
Investment Opinions 4 min read

MBS: foundations to weather a recession

28 May 2020

As the world enters a Covid-19 induced recession, GAM Investments’ Tom Mansley believes senior, residential non-agency mortgage-backed securities (MBS) continue to offer investors a potential long-term opportunity.

4 min read
Investment Opinions 8 min read

Luxury, Covid-19 and the “Us” in ESG

27 May 2020

Swetha Ramachandran and Vincent Latour believe luxury brands are uniquely positioned to make their Covid-19 response efforts a cornerstone of their growing commitment to sustainability. Consumer trust in and recall of these brands is being shaped, in real time, by whether the companies are viewed as doing the right thing by their employees, their suppliers and even society at large. Rarely have the interests of multiple stakeholders converged so evenly around the social obligations of brands. Luxury brands, therefore, need to shape their value proposition holistically in a post-Covid-19 world, as investors pay closer attention to the long-term correlation of environmental, social and governance (ESG) factors in action with shareholder value creation.

8 min read