GAM and partner managers provide their outlook for 2022 for their respective asset classes. They cite energy transition, rising interest rates, the Asian emerging middle class, the strength of the European banking sector, demand / supply imbalance and of course the Omicron variant of Covid-19 as among the things to watch out for in the coming year.
Active Thinking: Applying Swiss precision to a global investment opportunity set.
23 February 2024
Swiss companies’ reach is probably more global than you realise. Daniel Häuselmann discusses how a combination of Switzerland’s stability and mindset of excellence through innovation have helped Swiss companies to become leaders on the world stage.
Active Thinking: China’s economic evolution beyond stereotypes
20 February 2024
Jian Shi Cortesi, Investment Director, Asia/China Growth Equities, delves into the intricate dynamics of Chinese and Asian equities. She focuses on the impact of manufacturing shifts, India’s emergence and the potential parallels with Japan’s economic trajectory.
Active Thinking: Seeking to unlock value beyond core credit markets
02 February 2024
With tight spreads across credit markets seemingly priced for near-perfection and distinctly out of kilter with many economic forecasts, Ralph Gasser asks whether interest rate and credit markets are singing from the same hymn sheet. Against the backdrop of these apparent contradictions, Ralph also assesses the role cat bonds can play in optimising returns and improving diversification in fixed income portfolios.