Skip to main content

Middle East

For over 25 years, GAM Investments has been operating in the Middle East, serving clients throughout the GCC, Israel and Cyprus. Our dedication to our clients in the region is unwavering, and we are actively engaged in the institutional, wholesale and family office spaces.
We regularly host portfolio manager and thought leadership events in the region to ensure our clients receive the best possible investment experience.
We continue our quest to bring our clients innovative, sustainable and intelligent ideas, along with service delivered by people who really care about our clients’ experience."
Philip Rosenberg, Managing Director, Head of Distribution Middle East

Our Thinking

Opiniones de inversión

7 min de lectura

The Disruptive Strategist - ¿El resurgimiento de las NFT?
16 mayo 2023

Los NFT están comenzando a recuperar popularidad, respaldados por una mayor competencia en el mercado y marcas conocidas que aprovechan la tecnología para construir relaciones más cercanas con los clientes. Pieran Maru de GAM Investments analiza el futuro de las NFT.

Opiniones de inversión

9 min de lectura

The Disruptive Strategist: El comienzo de una nueva era: la computación cuántica trastornará la industria
10 mayo 2023

Con la capacidad de realizar cálculos a velocidades inimaginablemente altas, la computación cuántica tiene el potencial de cambiar todos los aspectos de nuestra vida. David Goodman, de GAM Investments, explora el potencial disruptivo de la tecnología cuántica en sectores como las finanzas, la sanidad y la ciberseguridad.

Opiniones de inversión

9 min de lectura

The Disruptive Strategist - Turbulencias tecnológicas
03 mayo 2023

¿La creciente ola de despidos en la industria tecnológica tiene un lado positivo?

Distinctive by design

Our business continues to attract original and independent thinkers, bringing their distinctive, and often unique, styles. Here at GAM, our investment professionals are encouraged to develop their ideas, leveraging our global operations and risk framework to bring rigour to each approach.  Our strategies showcase the personality, passion and expertise of our investment managers and partners. We do not try to compete in all markets but rather we focus on the hard-to-access, niche areas where specialist expertise and strong conviction can have a real impact. This has helped us curate a collection of highly-differentiated, active investment strategies for clients to use alongside their core portfolios. 


03:42 min watch

Cat Bonds / ILS - John Seo
14 febrero 2023

John Seo nos recuerda la importancia del huracán Ian para el mercado de Cat Bonds, destaca el nivel récord de los rendimientos y la creciente oferta de riesgo, y explica por qué se fija en los rendimientos de los bonos de terremotos japoneses en el mercado secundario.


3:58 min watch

Cat Bonds / ILS - John Seo
16 July 2021

John Seo discusses record issuance in the ILS market, how ESG credentials are attracting both new investors and new issuers, and what we might expect from the North Atlantic hurricane season.


9:08 min watch

Credit Opportunities – Gregoire Mivelaz
24 April 2023

In his latest video update, Gregoire Mivelaz discusses the events of the early part of this year and what they meant for investors in subordinated debt, highlighting the continued quality of issuers and why he is closely monitoring callable perpetuals which have repriced to maturity versus next call date.


08:13 min watch

Credit Opportunities – Gregoire Mivelaz
14 febrero 2023

Gregoire Mivelaz destaca la importancia de la inflación y de las actuaciones de los bancos centrales el año pasado, los aspectos positivos de la deuda subordinada en el entorno actual y la oportunidad específica que presenta la brecha de percepción del riesgo de contagio.


05:30 min watch

Credit Opportunities – Gregoire Mivelaz
03 noviembre 2022

Gregoire Mivelaz explica por qué cree que su clase de activos es uno de los puntos dulces en el actual entorno de mercado de presión inflacionista, subida de tipos e incertidumbre.


6:15 min watch

Credit Opportunities – Gregoire Mivelaz
09 May 2022

Gregoire Mivelaz gives his views on a positive outlook for subordinated debt in a rising rate environment and reflects on the inflationary pressures and Fed hikes in 2022 so far.

Active Thinking

At GAM we have always sought out first-rate investment talent to manage our range of truly distinctive investments. Our Active Thinking insights showcase their ideas and research on the latest investment themes and innovations, macro and geopolitical activity, as well as broader industry trends, with a view to keeping our clients abreast of the latest investment thinking.
As markets change over time, we’re ready for the challenge. Independent and with a global presence, we have long recognised across all areas of our business that results beyond the ordinary can best be achieved by thinking beyond the obvious. Hear the latest views from our investment managers.

A medida que los mercados cambian con el tiempo, estamos preparados para el desafío. Independientes y con presencia global, hace tiempo que reconocemos en todas las áreas de nuestro negocio que la mejor manera de conseguir resultados más allá de lo ordinario es pensar más allá de lo obvio. Escuche las últimas opiniones de nuestros gestores de inversiones.

GAM in the News

From market reopening to recovery: China equities stage comeback

Six portfolio managers highlight the sectors for positioning as the market outlook turns positive for Chinese equities.
(Source Citywire Middle East May 2023)

China, the Year of the Rabbit and Private Client Portfolios – Views from GAM Investments’ Jian Shi Cortesi

Jian Shi Cortesi, Investment Director for GAM Investments is a believer in the opportunities that China’s equity markets offer private clients this year. She gave a presentation to delegates at the Hubbis Independent Wealth Management Forum in Dubai on March 15, highlighting the dramatic shift from closure to reopening in China, uncovering the sectors where he thinks investors can find value, and explaining GAM’s investment approach to unlocking that value.
(Source Hubbis April 2023)

Portfolio managers on which semiconductor stocks to pick now

Semiconductor stocks may have been hit hard last year, but many are poised to be comeback kings in 2023.
(Source Citywire Middle East March 2023)

GAM’s ME distribution head expects risk assets recovery in 2023

GAM Investment’s Middle East distribution head, Philip Rosenberg is optimistic about an investment recovery if macroeconomic headwinds subside by mid-2023.
(Source Citywire Middle East January 2023)

GAM Investments on Finding Opportunities in European Equities

In partnership with GAM Investments, Hubbis held a behind-closed-doors discussion on November 14 in Dubai, focusing on European equities and investor strategies for the year ahead.
Watch the video interview here.
(Source Hubbis December 2022)

Equity Investment Opportunities in the Emerging Markets: Could 2023 onwards be 2003-2008 all over again?

Following over a decade of poor performance relative to the Developed Markets (DM) arena, experts at GAM Investments believe the opportunity set within Emerging Market (EM) equities has not been as strong for many years, and that a confluence of positive factors could presage a similar, and possible even better, EM bull market run as enjoyed by investors between 2003 and 2008.
(Source Hubbis December 2022)

Is the emerging equities investment opportunity returning?

“They are much more modern. They’re much more resilient. They’re much more globalfacing than domestic demand-facing, and they dominate in areas of centers of excellence on a global basis, many of the modern industries of tomorrow, including that of EVs, robotics, and many would say AI as well, in addition to semiconductors.” ~ Tim Love
(Source Hubbis November 2022)

Opportunities for the year ahead

“Every time we experience a systemic crisis, and we tend to see some crisis every two and a half years, so this time is not different, we usually get full price recovery within six to nine months. That’s a so-called ‘pull to powerful bonds’.” ~ Gregoire Mivelaz.
(Source Hubbis July 2022)

The Quest for Safe and Reliable Income in Today’s Uncertain World

On March 2 in Dubai, Hubbis held its first live event since the pandemic struck in early 2020. It was also the first live manager meeting for our exclusive partner for the event, GAM Investments. The objective was to learn from key individuals in the Middle East wealth management community about their needs and the expectations of their increasingly sophisticated HNW and UHNW clients.
(Source Hubbis April 2022)


GAM Investments es una de las empresas independientes líderes en el mundo especializada en la gestión de activos. Ofrecemos soluciones y productos de gestión activa para instituciones, intermediarios financieros e inversores privados.

En GAM, adoptamos un enfoque holístico de la inversión responsable que incluye un firme compromiso con la inversión activa y la administración.