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Ernst Glanzmann

Ernst Glanzmann - Director de Inversiones


Ernst Glanzmann, Director de Inversiones, es gestor principal de Japan Equity y del fondo GAM Star Japan Leaders.

Antes de incorporarse a GAM Investments en noviembre de 2000, trabajó como analista de renta variable japonesa en Julius Baer y Clariden Leu (desde entonces integrado en Credit Suisse) durante diez años y también trabajó en Zürcher Kantonalbank. Glanzmann completó un aprendizaje bancario de tres años en Bernerland Bank AG y posee un Certificado Federal de Capacidad en Banca de la Escuela de Negocios de Huttwil (Suiza). Trabaja en Zúrich.

Ernst Glanzmann

Mis reflexiones

Pensamiento activo
Active Thinking
24 May 2023

As Japan’s stock index hit a 33-year high in May, GAM Investments’ Ernst Glanzmann highlights some of the drivers, including a promising earnings season, reforms led by the Tokyo Stock Exchange and the global economic situation.

Pensamiento activo
Active Thinking
08 December 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett considers whether the recent market rally will prove sustainable, while Tom Mansley argues that US consumer credit remains resilient, supporting mortgage-backed securities. Ernst Glanzmann reflects on the ongoing pendulum-like effect of the pandemic on Japanese equities and how a stronger yen and easing commodity prices could be supportive of the asset class going forward.

Pensamiento activo
Active Thinking
23 mayo 2022

En el último foro de Pensamiento Activo de GAM Investments, David Dowsett analiza la aparición de los primeros signos de estabilización del mercado y Ernst Glanzmann comparte su perspectiva optimista sobre las empresas japonesas y las oportunidades en robótica.

Pensamiento activo
Active Thinking
21 March 2022

At GAM Investments’ latest Active Thinking forum, Ernst Glanzmann discussed the impact of the Ukraine-Russia conflict on Japanese equities and reflected on some favourable tailwinds for the sector.

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My Awards

People
Five GAM managers win Sauren Golden Awards
September 2018

At this year's Sauren Golden Awards in Germany, Investment Directors Paul McNamara, Adrian Owens, Gianmarco Mondani, Niall Gallagher and Ernst Glanzmann were recognised for their performance in their respective asset classes.

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