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BUILT BY INVESTORS FOR INVESTORS

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Insights

Investment Opinions 5 min read

As the dust settles, convertible bonds look extremely attractive

30 March 2020

The sizeable market dislocations of recent weeks have resulted in some anomalous valuations between the convertible and traditional bonds of quality companies. GAM Investments' Jonathan Stanford discusses why this presents a rare opportunity for investors.

5 min read
Investment Opinions 4 min read

The second wave

27 March 2020

As Covid-19 continues to impact the global economy, Charles Hepworth discusses the risks that a second wave of outbreaks might pose in the future.

4 min read
Investment Opinions 11 min read

EM equities: opportunities tempered by caution

27 March 2020

The current market sell off is presenting opportunities in a number of areas of emerging markets. However GAM Investments’ Tim Love issues a note of caution and says much could depend on finding a vaccine for coronavirus.

11 min read
Investment Opinions 2 min read

The dangers of driving by looking in the rear view mirror...

26 March 2020

Recessionary effects are starting to bite in the US. GAM Investments’ Charles Hepworth examines some of the facts and figures.

2 min read
Investment Opinions 8 min read

The long term, interrupted

24 March 2020

Establishing a framework for navigating the coronavirus outbreak is helpful, says GAM Investments’ Julian Howard, along with a recognition that market narratives, like human ones, tend to overshoot, leaving opportunity for careful additional investing on a medium to long-term horizon.

8 min read