GAM is a global asset management firm built by investors, for investors. We operate in 14 countries and collectively manage CHF 112.1 billion in assets for our clients (as at 31 March 2020).View more
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.
At GAM Investments’ Weekly Equities Meeting held on 26 May, Mark Hawtin discussed the acceleration of technology trends as a result of Covid-19.
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.
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.
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.