GAM is a global asset management firm built by investors, for investors. We operate in 14 countries and collectively manage CHF 132.7 billion in assets for our clients (as at 31 December 2019).View more
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.
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.
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.
Recessionary effects are starting to bite in the US. GAM Investments’ Charles Hepworth examines some of the facts and figures.
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.