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Scenario Economico Febbraio 2021

Carlo Benetti

Market Specialist, GAM Italia

03:02 min watch

Multi Asset Solutions Central Europe - Andrea Quapp
19 October 2023

Andrea Quapp highlights the fact both stocks and bonds are currently attractively rated, which is presenting her with asset allocation opportunities. She also mentions the importance of innovations such as artificial intelligence and, specifically for Switzerland, the appeal of the Swiss real estate market.

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Scenario Economico Novembre 2023
Friday, November 10, 2023

11:16 min watch

Private Shares – Christian Munafo
19 October 2023

Christian Munafo of Liberty Street Advisors notes an improvement in market conditions for investors in late-stage private companies; many of these companies are similar to what public market investors used to seek in small to mid-cap growth stocks. He also stresses that many of them are not just high growth, they are also at or approaching profitability.

03:54 min watch

Japan Equities – Goro Takahashi
19 October 2023

Goro Takahashi describes the key factors that influenced the Japanese market over the third quarter, particularly the main stock exchange’s ongoing initiative to improve listed companies’ financial indicators, and the areas he thinks investors should focus on into the turn of the year.

11:16 min watch

Sustainable Investing – Stephanie Maier
19 October 2023

Stephanie Maier updates us on the major recent developments in sustainable investing, the importance of sustainability funds labelling, and the progress update on the 17 Sustainable Development Goals (SDGs).

10:54 min watch

Multi Asset Solutions – Julian Howard
19 October 2023

Julian Howard reflects on the combination of stretched valuation and a tight equity risk premium that has made equities less attractive in the short term. However, it does not undermine the very long-term case for equities, in his view. He also notes the long-term structural case for China.

10:36 min watch

Systematic Core Macro
19 October 2023

GAM Systematic’s Dr Chris Longworth and Guglielmo Mazzola highlight bond sell offs and a commodities rally as significant market events, and note that systematic investment approaches can help provide investors with much-needed diversification for their portfolios.

03:20 min watch

Emerging Market Debt – Paul McNamara
19 October 2023

In his latest video update, Paul McNamara discusses how factors in major developed markets have had a major influence on emerging market (EM) debt, how EM fundamentals differ from their developed peers and offers his outlook for the asset class.

04:58 min watch

Mortgage Backed Securities – Tom Mansley
19 October 2023

Tom Mansley notes that US home prices remain supported by strong demand amid rate hikes, the resilience of mortgages issued prior to 2008 and the forward looking for spread tightening.

07:29 min watch

Credit Opportunities – Gregoire Mivelaz
19 October 2023

Atlanti’s Gregoire Mivelaz highlights the three major events of Q3 that impacted his investment universe: earnings, bond call dates and the reopening of primary markets. He believes given we are now in a late credit cycle, credit quality matters for investors. And he notes that market mispricing is continuing to lead to opportunities.

05:09 min watch

Global Rates – Adrian Owens
19 October 2023

Adrian Owens updates on his latest thoughts, reflecting on the backup in bond yields, the importance of risk management in mitigating exogenous shocks, and the opportunities created by ongoing central bank activity.

08:06 min watch

Asia/China Growth Equities – Jian Shi Cortesi
19 October 2023

Jian Shi Cortesi notes that weak sentiment in China is keeping Chinese equities at very low valuations, due to the soft economic growth, real estate drag and the ongoing China-US rivalry. However, she is optimistic about long-term prospects, with the conviction that in the long term earnings growth will drive stock prices.