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Scenario Economico Luglio 2024
Tuesday, July 9, 2024

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Scenario Economico Giugno 2024
Thursday, May 30, 2024

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Scenario Economico Maggio 2024
Maggio 2024

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The key role of commodities - Danny Dhingra
24 April 2024

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Five structural trends for Europe – Niall Gallagher
17 April 2024

05:54 min watch

Introduction to Late Stage Private Shares
Thursday, April 11, 2024

Christian Munafo, CIO of LSA, provides an overview of the opportunities in private markets.

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.

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.

Active Thinking
Active Thinking: Keeping our AIs on the prize
08 July 2024

Amid ongoing investor fervour for artificial intelligence (AI) stocks, Wendy Chen discusses her key takeaways from the COMPUTEX Taipei IT trade show, and shares her take on how the latest tech developments square with elevated valuations across the sector.

Investment Blog
Labour wins landslide victory in UK election
5 July 2024

As expected, the new centre-left government replaces the Conservatives after 14 years in office.

Investment Opinions
Euro SMIDs - Are they unusually cheap versus the rest of the market?
04 July 2024

With many of the market’s biggest names powering the rally in European equities, there has been much talk over recent weeks about whether European small and mid-caps look cheap compared to their large peers. Niall Gallagher analyses the long-term structural factors at play, suggesting that, while SMIDs are attractively valued, they really are no cheaper than their larger counterparts.

Active Thinking
Active Thinking: What the Swiss interest rate cut could mean
03 July 2024

GAM Investments’ Daniel Häuselmann discusses the Swiss National Bank's recent interest rate cut, its likely impact on the Swiss franc and the implications for Swiss equities.