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Our Thinking
Articles
- Opportunities amid inflation and high valuations
- Active Thinking
- VARPS: An uncorrelated frontier market opportunity
- EM Sovereign Credit: Five Reasons to Take Another Look
- Sustainability-linked bonds – how can they benefit investors?
- Weekly Manager Views: Equities
- Emerging markets: waiting for a breakthrough
- The Disruptive Strategist – Semiconductors: Is it really different this time?
- Asset managers take the initiative in addressing climate change
- The Disruptive Strategist – Factories of the future
- News & Media
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Our Thinking
Investment Opinions
Opportunities amid inflation and high valuations
16 September 2021
Developed market (DM) bonds performed well over the summer months despite stronger growth and inflation, plus lower yields also provided a tailwind for risk assets. However, GAM Investments’ Adrian Owens believes inflation is likely to prove more than temporary indicating the outlook for DM bonds could become challenging. He gives his thoughts on how to navigate such an environment.
Active Thinking
Active Thinking
13 September 2021
At GAM Investments’ latest Active Thinking Forum, three of our brightest investment minds discussed the drivers behind policy change in China, Japanese equities and political change in the country and why the recent correction in luxury equities may present a buying opportunity.
Investment Opinions
EM Sovereign Credit: Five Reasons to Take Another Look
01 September 2021
Despite recent price weakness in emerging market (EM) sovereign credit, GAM Investments’ Richard Briggs suggests the current environment could provide an attractive entry point for investors and highlights five reasons why he believes the long-term investment case for the asset class remains intact.
Investment Opinions
Sustainability-linked bonds – how can they benefit investors?
24 August 2021
The sustainability-linked bond (SLB) market remains in its early stages but is growing in popularity. GAM Investments’ Andrew Dewar takes a closer look at these unique environmental, social and governance (ESG) instruments which can provide tangible economic incentives for companies to improve their long-term sustainability practices.
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