GAM en las noticias

martes, 30 de junio de 2020

Julian Howard, head of multi-asset solutions at GAM, says the world is running with an impaired economy. (Source CNBC)

lunes, 1 de junio de 2020

Ali Miremadi, investment director at GAM, discusses investing amid U.S.-China tensions and the coronavirus crisis. (Source CNBC)

miércoles, 20 de mayo de 2020

Julian Howard, head of multi-asset solutions at GAM, discusses the effects of implementing negative interest rates. (Source CNBC)

martes, 14 de abril de 2020

Ali Miremadi, investment director at GAM, discusses investing amid the coronavirus crisis.

jueves, 26 de marzo de 2020

Julian Howard, investment director for multi-asset solutions at GAM, discusses the impact of the coronavirus pandemic on equity markets.

lunes, 2 de marzo de 2020

Ali Miremadi, investment director at GAM, discusses the economic impact of the coronavirus outbreak and investing in safe-haven assets.

viernes, 24 de enero de 2020

Mark Hawtin, investment director of GAM Investments, says Netflix has a 30% share of the streaming market.

viernes, 10 de enero de 2020

Rob Mumford of GAM Investments says China’s A-shares are likely to perform strongly this year on the back of supportive government policies.

miércoles, 8 de enero de 2020

Ali Miremadi, investment director of GAM, says the “spectacularly low” interest rate environment will result in a “misallocation of capital.”

3 January 2020

From Argentina to Chile to Lebanon, we’re seeing a high degree of political and economic uncertainty among emerging market economies. On this week’s Odd Lots podcast, we speak with Paul McNamara, a veteran fund manager at GAM Investments. McNamara explains why this moment is so turbulent, and what it will take to settle these economies down (Source: Bloomberg).

viernes, 22 de noviembre de 2019

Julian Howard, investment director of multi-asset solutions at GAM, says more U.K. government spending on social services won't send gilt yields flying higher.

viernes, 1 de noviembre de 2019

Rob Mumford, portfolio manager of emerging markets at GAM Investments, discusses the U.S.-China trade negotiations and how he’s trading emerging markets in Asia amid all the noise. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)

jueves, 24 de octubre de 2019

Mark Hawtin, investment director at GAM, weighs in on Amazon's third-quarter results.

miércoles, 9 de octubre de 2019

Julian Howard, investment director for multi-asset solutions at GAM, says the trajectory for the German economy is "looking pretty ugly." (Source: CNBC)

martes, 17 de septiembre de 2019

Julian Howard of GAM discusses what to expect from the Fed and chairman Jay Powell today, and whether the central bank will be able to continue to offer meaningful support to a slowing U.S. economy (Source: CNBC)

domingo, 18 de agosto de 2019

Julian Howard, Investment Director, discusses the U.S. economy. (Source: CNBC).

lunes, 22 de julio de 2019

Rob Mumford, portfolio manager of emerging markets, discusses the debut of China’s Nasdaq-style board and his outlook for Chinese markets. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)

domingo, 23 de junio de 2019

Atlanticomnium’s Patrick Smouha joins the latest Asset TV Masterclass on the Road – Fixed Income and Property. Patrick answers questions on the liquidity considerations for smaller sized fixed income issuances, as well as highlighting some of the key considerations regarding the European project. (Source: Asset TV).

martes, 18 de junio de 2019

GAM Systematic’s Anthony Lawler joins in the latest Asset TV Fixed Income Masterclass, discussing the rising level of uncertainty across fixed income markets and how a systematic approach might navigate such an environment. (Source: Asset TV).

martes, 18 de junio de 2019

Anthony Lawler participates in an Asset TV video

martes, 18 de junio de 2019

GAM Investments’ Ernst Glanzmann presents a live Asset TV Masterclass on the Road, discussing how he believes the Japanese equity market will evolve over the coming years and why he focuses on high quality investing. (Source: Asset TV).

miércoles, 22 de mayo de 2019

Ali Miremadi, investment director for global equities, discusses the European banking sector off the back of Deutsche Bank’s AGM. (Source: CNBC)

lunes, 8 de abril de 2019

Ali Miremadi, investment director for global equities, discusses global equities, corporate earnings and the economy. (Source: CNBC)

miércoles, 6 de marzo de 2019

Julian Howard, head of multi-asset solutions at GAM, discusses U.S. equity markets.

4 March 2019

Larry Hatheway, head of investment solutions and chief economist at GAM, discusses how the U.S.-China trade negotiations and global growth are impacting currencies, including emerging market currencies, the U.S. dollar and the yuan. He speaks on “Bloomberg Daybreak: Asia.” (Source: Bloomberg)

31 January 2019

Juan Landazabal, Global Head of Trading at GAM Investments, discussed Corporate Bonds and Automation. (Source: Trader TV)

viernes, 18 de enero de 2019

Larry Hatheway, chief economist at GAM Investments, discusses U.S. politics. (Source CNBC)

28 November 2018

Ali Miremadi, investment director for global equities at GAM, discusses European markets. (Source: CNBC)

12 October 2018

Julian Howard, head of multi-asset solutions at GAM discusses Brexit and the outlook for possible second referendum. (Source: CNBC)

miércoles, 3 de octubre de 2018

GAM’s Joachim Corbach discusses the rising oil price on Swiss national TV. (Source: SRF, interview in German)

martes, 14 de agosto de 2018

Julian Howard, head of multi-asset solutions at GAM, discusses the attractiveness of emerging markets as he sees the U.S. economy slowing the Federal Reserve's rate path. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

domingo, 12 de agosto de 2018

Paul McNamara, director for EM fixed income at GAM Investment, discuses contagion concerns related to Turkey's economic issues and the impact capital controls could have on emerging markets. He speaks with Bloomberg's Alix Steel on "Bloomberg Daybreak: Americas." (Source: Bloomberg)

martes, 17 de julio de 2018

Maya Bhandari, director for global asset allocation at Columbia Threadneedle, and Larry Hatheway, chief economist at GAM Group, discuss the yield curve and how markets view the Federal Reserve's rate path. They speak with Bloomberg's Nejra Cehic on "Bloomberg Surveillance." (Source: Bloomberg)

jueves, 12 de julio de 2018

Julian Howard, head of multi-asset solutions at GAM, explains why his firm sees this as a "long buy-and-hold period" for emerging markets. He speaks with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

lunes, 25 de junio de 2018

Larry Hatheway, chief economist at GAM Investment Group, talks about the disputes between the U.S. and its trading partners. He speaks with Kathleen Hays and Yvonne Man on "Bloomberg Daybreak: Asia." (Source: Bloomberg)

lunes, 25 de junio de 2018

Larry Hatheway, Group Chief Economist, GAM Investment, tells Bloomberg’s Bryan Curtis and Juliette Saly tough trade talk is a winning electoral message for President Trump and the Republican Party; thus it will continue. (Source: Bloomberg)

martes, 19 de junio de 2018

Richard Turnill, global chief investment strategist at BlackRock, and Larry Hatheway, chief economist and head of investment solutions at GAM Group, discuss the impact of Brexit uncertainty on the pound. They speak with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

lunes, 18 de junio de 2018

Luxury expert Scilla Huang Sun sees growth ahead for luxury companies like Swatch and Richemont despite the recent drop in share price. This is because millennials are driving growth in the luxury sector, with luxury companies increasingly embracing digitalization and looking at how to attract this new demographic. (Source: CNN Money Switzerland)

jueves, 14 de junio de 2018

Global index compiler MSCI included 226 Chinese large-cap A shares on its MSCI Emerging Markets Index and other global indexes as of June 1. According to Jian Shi Cortesi, fund manager at GAM, this will increase foreign participation and help the market to become more mature. (Source: CNN Money Switzerland)

domingo, 10 de junio de 2018

Craig Bishop, U.S. fixed income lead strategist at RBC Wealth Management, Jack Flaherty, investment director of fixed income at Gam, and Peter Tchir, head of macro strategy at Academy Securities, look ahead to this week's decisions from the Federal Reserve and European Central Bank.

miércoles, 30 de mayo de 2018

Ali Miremadi, investment director, global equities at GAM, said algorithms and high-frequency traders are forming "odd" responses to market-related news.

martes, 29 de mayo de 2018

GAM Chief Economist and Head of Investment Solutions Larry Hatheway discusses the political uncertainty in Italy and the European Central Bank's reaction to the widening spread between German and Italian bond yields. He speaks from Zurich on "Bloomberg Surveillance." (Source: Bloomberg)

jueves, 24 de mayo de 2018

Julian Howard, head of multi-asset solutions at GAM, speaks about the relationship between Italian politics and the bond market. (Source: CNBC)

jueves, 17 de mayo de 2018

What's the best way to invest $100,000 right now? We asked Anthony Lawler of GAM Systematic, PIMCO's Robert Mead, UniSuper's John Pearce, and Brett Himbury of IFM Investors at the Bloomberg Invest Australia summit in Sydney. (Source: Bloomberg)

miércoles, 16 de mayo de 2018

Larry Hatheway, chief economist and head of GAM investment solutions, discusses the health of the global economy. (Source: CNBC)

miércoles, 16 de mayo de 2018

Markets are looking at good news as old news, for instance first quarter earnings this year, says Larry Hatheway, Head of Multi Asset at GAM. (Source: Bloomberg)

martes, 1 de mayo de 2018

Andrew Sheets, chief cross asset strategist at Morgan Stanley, and Ali Miremadi, investment director for global equities at GAM, discuss what a yield inversion could mean for the U.S. economy and the outlook for markets. They speak with Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

domingo, 29 de abril de 2018

Julian Howard, head of multi-asset solutions at GAM, discusses Amber Rudd's resignation as U.K. Home Secretary and its potential impact on Brexit negotiations, the pound and other U.K. assets. He speaks on "Bloomberg Daybreak: Europe." (Source: Bloomberg).

miércoles, 11 de abril de 2018

Anthony Lawler, Co-Head of GAM Systematic, joined David Ingles and Doug Krizner to discuss the effect of volatility and political risk on hedge funds (Source: Bloomberg)

domingo, 8 de abril de 2018

Julian Howard, head of multi-asset solutions at GAM, discusses the priorities in regulation of online and social media platforms in the U.S. (Source: CNBC)

miércoles, 4 de abril de 2018

Ali Miremadi, investment director for global equities at GAM, speaks about management of Telecom Italia (Source: CNBC)

viernes, 2 de marzo de 2018

GAM’s Ali Miremadi says its difficult to see how President Trump’s tariffs on steel and aluminum imports do anything other than hurt the global economy. (Source: CNBC)

jueves, 15 de febrero de 2018

With higher U.S. wage inflation, market participants will begin to doubt the Fed can remain committed to "gradual normalization." From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Bloomberg)

martes, 30 de enero de 2018

Davos man must change. But that cannot mean rejecting the core commitment to the view that human ingenuity, fostered by open societies and rewarded by markets, remains the sturdiest foundation for the advancement of humankind. From Larry Hatheway, Head of Investment Solutions and Group Chief Economist at GAM. (Source: Project Syndicate)

lunes, 22 de enero de 2018

The two presidents are in a dead heat in terms of gross domestic product and real consumer spending, says Larry Hatheway, group head of Investment Solutions and group chief economist at GAM. (Source: Bloomberg)

sábado, 20 de enero de 2018

Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the appetite for yield and what the unwinding of central bank balance sheets means to bond markets. (Source: Bloomberg)

sábado, 20 de enero de 2018

Jack Flaherty, an investment director in GAM's fixed-income investment team joined Bloomberg's Jonathan Ferro to discuss the 10-year yield hitting its highest level since 2014. (Source: Bloomberg)

martes, 16 de enero de 2018

Larry Hatheway, GAM Group chief economist and head of investment solutions, discusses the U.K. CPI data report with Bloomberg's Francine Lacqua on "Bloomberg Surveillance." (Source: Bloomberg)

miércoles, 10 de enero de 2018

Mark Hawtin, investment director at GAM, talks about the impact of inflation levels on bond and equity markets. He speaks on "Bloomberg Markets: European Open." (Source: Bloomberg)

jueves, 21 de diciembre de 2017

Alexander Friedman, Group Chief Executive Officer at GAM Investments, identifies legacy risks from a decade of unconventional measures that central banks will soon roll back. (Source: Project Syndicate)

miércoles, 20 de diciembre de 2017

President Donald Trump’s tax cuts will be beneficial for the stock market, Julian Howard, head of multi-asset solutions at GAM, said. (Source: CNBC)

viernes, 8 de diciembre de 2017

Larry Hatheway, chief economist and head of investment solutions at GAM, discusses currency trading and Brexit. (Source: CNBC)

miércoles, 29 de noviembre de 2017

Alexander Friedman, Group Chief Executive Officer at GAM Investments, and Michael Amey, managing director and portfolio manager at PIMCO, discuss the possible impact on the U.S. if tax reform becomes law. (Source: Bloomberg)

jueves, 23 de noviembre de 2017

Larry Hatheway, who’s spent decades poring over the mechanics of financial markets and investing, says his two biggest concerns right now are China and inflation. (Source: Bloomberg)

viernes, 10 de noviembre de 2017

Ex-Artemis fund manager Adrian Gosden is building a new UK equity income portfolio at GAM - which means some old favourites are abandoned as overvalued. (Source: Morningstar)

lunes, 30 de octubre de 2017

Fund manager Adrian Gosden, who joined GAM in September after 13 years at Artemis, has revealed the drivers behind his new equity income fund, due to launch on platforms on 6 November. (Source: Investment Week)

lunes, 16 de octubre de 2017

The days are numbered for the multi-asset trinity of positive correlation, high return and low volatility, says Larry Hatheway, GAM chief economist. (Source: Bloomberg)

miércoles, 4 de octubre de 2017

GAM Systematic is experimenting with artificial intelligence and data science to ensure it is well positioned for the next wave of quantitative investing. (Source: Institutional Investor)

miércoles, 6 de septiembre de 2017

Larry Hatheway, GAM chief economist, discusses investor reaction to ECB President Mario Draghi's remarks about the euro with Bloomberg's Scarlet Fu, Joe Weisenthal and Abigail Doolittle on "What'd You Miss?" (Source: Bloomberg)

lunes, 4 de septiembre de 2017

Infrastructure stocks just “don’t look interesting” in either the U.K. or the U.S. at the moment, Julian Howard, head of Multi Asset Solutions at GAM, said. (Source: CBNC)

domingo, 3 de septiembre de 2017

Larry Hatheway, chief economist and head of investment solutions at GAM, discusses why now is the time for a rethink of the standard asset allocation approach. (Source: New Model Adviser)

lunes, 28 de agosto de 2017

Active management is making a comeback as a period of normalisation in global monetary conditions begins, says Matthew Beesley, head of equities. (Source: Money Marketing)

lunes, 14 de agosto de 2017

Julian Howard, Head of Multi Asset Solutions at GAM, looks at how sustainable US profits and earnings are based on an "OK" economy. (Source: CNBC)

jueves, 10 de agosto de 2017

Mark Hawtin, Investment Director, discusses Snap's drop in earnings. (Source: CNBC)

martes, 1 de agosto de 2017

As the move towards electric vehicles gathers pace, German carmakers hoping to prolong the future of diesel technology are engaging in a summit of denial with the German government, says Julian Howard, Head of Multi Asset Solutions at GAM. (Source: Bloomberg)

martes, 25 de julio de 2017

Julian Howard, Head of Multi Asset Solutions at GAM, discusses his call on automakers following the latest diesel scandal, regulation for the sector and his outlook for the industry. (Source: Bloomberg)

domingo, 16 de julio de 2017

As long as growth and inflation expectations move within acceptable ranges, equities will probably grind higher. Larry Hatheway, chief economist discusses on Bloomberg View.

lunes, 10 de julio de 2017

GAM asset management has cut the last ties to former owners Julius Baer. Daniel Durrer, head of distribution in Europe, explains what the rebranding exercise means for GAM (Source: finews.com)

lunes, 3 de julio de 2017

Tim Love, investment director for emerging market equities, considers the significance of the inclusion of China A-shares in the MSCI Emerging Markets index. (Source: Fund Strategy)

miércoles, 21 de junio de 2017

John Lambert, Investment Director at GAM, explains why he believes the time is approaching when value investors will be rewarded. (Source: Money Observer)

miércoles, 21 de junio de 2017

BOE Governor Mark Carney’s Mansion House comments are accurate in stating that the U.K. is not ready for a rise in interest rates and that the central bank should continue playing a supportive role, says Julian Howard, head of multi-asset solutions. (Source: Bloomberg)

domingo, 18 de junio de 2017

Julian Howard, head of Multi Asset Solutions at GAM, takes a look at UK equities and sterling, in light of developments surrounding Brexit. (Source: CNBC)

miércoles, 7 de junio de 2017

Alexander Friedman, chief executive officer, discusses the factors behind the global lack of inflation. (Source: Bloomberg)

martes, 6 de junio de 2017

The ECB's moves are influencing not only European bonds, but Treasuries, too. Larry Hatheway, chief economist discusses on Bloomberg View.

lunes, 22 de mayo de 2017

Paul McNamara, investment director, says it's difficult to get optimistic about China, given the high level of private sector debt. (Source: CNBC)

miércoles, 17 de mayo de 2017

The so-called Trump trade is in trouble. Julian Howard, Head of Multi Asset Solutions at GAM, explains why this is good for markets. (Source: Citywire Wealth Manager)

lunes, 15 de mayo de 2017

Larry Hatheway, chief economist at GAM, discusses the state of play in the U.S. markets, the reasons for the steady climb and why he's positive on equities and risk assets. (Source: Bloomberg)

miércoles, 10 de mayo de 2017

The Shiller P/E ratio is high, but a valuation-based crash is unlikely so long as global earnings continue to grow. Larry Hatheway, chief economist discusses on Bloomberg View.

lunes, 1 de mayo de 2017

Mark Hawtin, investment director and Chris Woodcock, investment analyst discuss new developments in cloud computing. (Source: Huffington Post)

jueves, 27 de abril de 2017

Xavier Van Hove, investment director for global equities, discusses Barclays latest earnings and business strategy. (Source: CNBC)

lunes, 24 de abril de 2017

Tim Love, investment director for emerging market equities at GAM, explains why the team is biased towards the frontier markets of Vietnam, Argentina, Romania and Pakistan. (Source: Investment Week)

martes, 18 de abril de 2017

Julian Howard, head of Multi Asset Solutions, discusses Theresa May's announcement of a snap election, the support in parliament and his outlook for the pound. (Source: Bloomberg)

jueves, 6 de abril de 2017

Xavier van Hove, investment director for global equities, talks about portfolio strategy - specifically oil - given the increased sense of geopolitical risk seen as of late. (Source: CNBC)

martes, 4 de abril de 2017

Investment director Mark Hawtin comments on the Tesla stock, in light of news that the automaker’s market value had overtaken Ford. (Source: CNBC)

martes, 4 de abril de 2017

Whilst commenting on tech valuations and the overall sector, investment director Mark Hawtin explains why he believes SNAP is overpriced. (Source: CNBC)

miércoles, 29 de marzo de 2017

Larry Hatheway, chief economist, discusses disparity in U.S. and European monetary policy and his view that improved earnings will drive European markets. (Source: Bloomberg)

miércoles, 29 de marzo de 2017

UK Prime Minister Theresa May found immediate opposition from EU leaders to her attempt to tie a free-trade deal with security cooperation. Larry Hatheway, chief economist. (Source: Bloomberg)

lunes, 13 de marzo de 2017

Julian Howard, head of Multi Asset Solutions, discusses recent M&A talk in the market and what this means for making money out of deals. (Source: CNBC)

lunes, 13 de marzo de 2017

Europe's prospects appear bleak with the French elections throwing up the possibility of a break-up of the euro zone and the European Union. For investors however, this presents a dilemma, with an improving economic and earnings picture for both France and Europe. An article from Julian Howard, head of Multi Asset Solutions. (Source CNBC)

jueves, 9 de marzo de 2017

Larry Hatheway, chief economist, discusses what the polls are saying about the French election and the scenarios that may impose a break up the European Union. (Source: Bloomberg)

jueves, 9 de marzo de 2017

Larry Hatheway, chief economist, discusses the impact of uncertain geopolitics on the markets and ECB policy. (Source: Bloomberg)

lunes, 6 de marzo de 2017

Julian Howard, head of Multi Asset Solutions, discusses the rally in equities among political uncertainty. (Source: Bloomberg)

lunes, 6 de marzo de 2017

Julian Howard, head of Multi Asset Solutions, discusses the capital raising plans for European banks, the joining of Deutsche Bank's investment banking and trading units and his outlook for the industry. (Source: Bloomberg)

miércoles, 1 de marzo de 2017

Optimism on the corporate earnings outlook in Europe for 2017 has become more consensual than contrarian recently, and with good justification. Niall Gallagher, investment director, talks in Investment Week.

jueves, 9 de febrero de 2017

Investment director for global equities, Robert Smithson, takes a look at the world’s current political environment and how its influencing markets and investor sentiment. (Source: CNBC)

jueves, 9 de febrero de 2017

Julian Howard, head of Multi Asset Solutions, considers the relationship between markets and political events. (Source: CityAM)

martes, 7 de febrero de 2017

Larry Hatheway discusses the implication of a Le Pen win in the upcoming French elections. (Source: Bloomberg)

lunes, 6 de febrero de 2017

Donald Trump seeks to repeal Wall Street regulations introduced during the 2008/2009 global financial crisis. Here's what chief economist Larry Hathaway thinks about it. (Source: Deutsche Welle)

viernes, 3 de febrero de 2017

Mark Hawtin, investment director, discusses which of Donald Trump's policies will have the most impact on Silicon Valley. (Source: Bloomberg)

viernes, 3 de febrero de 2017

Mark Hawtin, investment director, discusses the business of Snap as it files for an IPO and looks at results from Amazon and Facebook. (Source: Bloomberg)

martes, 31 de enero de 2017

Investment director, Michael Lai, looks at the outlook for China’s currency and capital controls. (Source: Barron's)

lunes, 30 de enero de 2017

Julian Howard, head of Multi Asset Solutions, examines market sentiment towards political uncertainty and risk. (Source: CNBC)

viernes, 27 de enero de 2017

Paul McNamara, investment director for emerging market debt, discusses emerging markets and his investment views on Turkey. (Source: Bloomberg)

viernes, 27 de enero de 2017

Niall Gallagher, investment director for European equities, discusses about how the macro outlook for Europe is the strongest he has seen for some time. He also explains why he is sceptical about the market rotation into value stocks in some areas. (Source: Investment Week)

viernes, 27 de enero de 2017

Paul McNamara discusses Trump’s first week in office. (Source: Bloomberg)

viernes, 27 de enero de 2017

Paul McNamara discusses the outlook for Mexican equities. (Source: Bloomberg)

jueves, 26 de enero de 2017

Mark Hawtin, investment director, discusses his favoured technology stocks. (source: CNBC)

miércoles, 25 de enero de 2017

Head of Multi Asset Solutions, Julian Howard, discusses the Dow Jones Industrial Average’s climb past 20,000, corporate earnings and European equities. (Source: Bloomberg)

jueves, 19 de enero de 2017

Higher US Treasury yields have caused a rotation in the equity market. Consequently, investors need to apply a filter to their equity investments by questioning their sensitivity to an environment of higher bond yields. Julian Howard, head of Multi Asset Solutions, discusses on Citywire.

miércoles, 11 de enero de 2017

Turkey has gone from investor darling to crisis candidate in a few years. The big question for investors is if more lira weakness precipitates a full-blown crisis. Read the full opinion piece by Paul McNamara, investment director, emerging markets fixed income, as featured in the Financial Times.

jueves, 5 de enero de 2017

Mark Hawtin, investment director, weighs in on where to invest in the growing artificial intelligence area. (Source: CNBC)

miércoles, 21 de diciembre de 2016

This month Beijing announced new capital controls measures, including curbs on international renminbi payments and gold imports and, crucially, restrictions on outbound mergers and acquisitions. Roberto Bottoli, a manager of GAM's merger arbitrage strategy, discusses the implications. (Source: CNBC)

martes, 20 de diciembre de 2016

Julian Howard, head of Multi Asset Solutions at GAM, discusses the impact of populism on markets and his outlook for the global economy in 2017. (Source: Bloomberg Daybreak)

lunes, 19 de diciembre de 2016

US equities will drift upwards, thanks in particular to technical flows says Julian Howard, head of Multi Asset Solutions. He discussed his outlook for 2017 arguing that as long as fundamentals continue to improve, investors should take comfort. (Source: Bloomberg)

martes, 13 de diciembre de 2016

Julian Howard, head of Multi Asset Solutions, looks ahead to the Trump administration. (Source: Citywire)

lunes, 12 de diciembre de 2016

Niall Gallagher, investment director, analyses how investors in Europe can navigate political risk and where the best opportunities are likely to be.

viernes, 9 de diciembre de 2016

The 1980s AI revival claimed that robots would alleviate the drudge jobs from our lives and free up plentiful leisure time, bringing rise to fears of a Terminator-style cyborg uprising, where humans became enslaved by their robotic overlords. This time round the big developments are focused around specific goals with more subtle impacts, namely in the areas of online shopping and digital butlers. Mark Hawtin and Chris Woodcock discuss the investment potential. (Source: Huffington Post)

jueves, 8 de diciembre de 2016

Julian Howard, head of Multi Asset Solutions, takes a look at the state of the U.S. economy. (Source: CNBC)

lunes, 5 de diciembre de 2016

Enzo Puntillo, Head of Fixed Income in Zurich, discusses the outcome of the constitutional referendum held in Italy with Swiss TV SRF Börse. (Source: SRF)

viernes, 2 de diciembre de 2016

Tim Love, Investment Director for Emerging Market Equities, comments on the new emerging markets to watch. (Source CNBC)

martes, 29 de noviembre de 2016

Larry Hatheway, group head of GAM Investment Solutions and group chief economist, discusses President-elect Donald Trump's effect on the U.S. economy. (Source: Bloomberg)

miércoles, 23 de noviembre de 2016

Paul McNamara, investment director, discusses the plunging Turkish lira, tension between the central bank and the head of state and emerging market debt. (Source: Bloomberg)

miércoles, 16 de noviembre de 2016

Head of Fixed Income, Enzo Puntillo, gives his thoughts on inflation expectations and how the markets have reacted, following Donald Trump’s presidential win. (Source: CNBC)

lunes, 14 de noviembre de 2016

Mark Hawtin, Investment Director and Amanda Lyons, Investment Analyst, look at how social media changed the game at the US election. (Source: Huffington Post)

lunes, 14 de noviembre de 2016

Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, examines political influence on global markets and look at differences in populism between the United States and Europe. (Source: Bloomberg)

lunes, 14 de noviembre de 2016

Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, look at expectations for U.S. President-Elect Donald Trump's domestic and foreign policy. (Source: Bloomberg)

lunes, 14 de noviembre de 2016

Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, discusses interest rate expectations under the economic plan of U.S. President-Elect Donald Trump. (Source: Bloomberg)

lunes, 14 de noviembre de 2016

Larry Hatheway, Group Head of GAM Investment Solutions and Group Chief Economist, examine emerging markets in the wake of the U.S. presidential election. (Source: Bloomberg)

lunes, 14 de noviembre de 2016

Markets may have overshot how much of an impact President-elect Donald Trump’s fiscal program will have on the U.S. economy, says Julian Howard, Head of Multi Asset Solutions. (Source: Bloomberg Radio)

viernes, 11 de noviembre de 2016

Julian Howard, investment director, discusses Donald Trump's presidential win, his perceived effect on the markets and where he's seeing opportunity. (Source: Bloomberg)

viernes, 11 de noviembre de 2016

Will capitalism, globalization, and democracy continue their forward march even in the face of the politics of economic anxiety? Or is this period now at an end? Alexander Friedman discusses on Project Syndicate.

jueves, 10 de noviembre de 2016

It is not clear if Donald Trump will be tough on the Organization of the Petroleum Exporting Countries’ looming production cut plans, says Roberto Cominotto, Portfolio Manager for Energy Equities at GAM. (Source: Bloomberg)

martes, 8 de noviembre de 2016

Clinton’s edge in the polls and the FBI statement have come as a relief to stock markets and reversed a flow to haven assets triggered by the agency’s announcement more than a week ago that it had reopened a probe into Clinton’s e-mail usage. Alex Friedman, CEO discusses on Bloomberg Surveillance. (Source: Bloomberg)

martes, 8 de noviembre de 2016

America decides its next president today. It's an important choice to make with economics in mind. The nation's next batch of leaders could alter how much Americans pay in taxes and who pays them. Alex Friedman, CEO discusses on Bloomberg Surveillance. (Source: Bloomberg)

lunes, 7 de noviembre de 2016

Much has been written about the possible effect on the financial markets of the U.S. presidential election and many investors are keen to get an angle in order to protect their portfolios. Julian Howard, Head of Multi-Asset Solutions, looks at the market implications of a Trump victory.

lunes, 7 de noviembre de 2016

GAM Investment Director Xavier Van Hove explains why 2017 could be a better year for the stock-picker. Added comments on precious metals. (Source: CNBC)

miércoles, 26 de octubre de 2016

GAM Group Chief Economist Larry Hatheway discusses political investing positioning in light of the US Election. (Source: Bloomberg)

miércoles, 26 de octubre de 2016

GAM Group Chief Economist Larry Hatheway discusses the outlook for bank earnings. (Source: Bloomberg)

miércoles, 26 de octubre de 2016

U.K. businesses are demanding action from Chancellor of the Exchequer Philip Hammond to boost productivity and stimulate confidence to counteract the uncertainty caused by Brexit. GAM Group Chief Economist Larry Hatheway comments. (Source: Bloomberg)

martes, 25 de octubre de 2016

Alexander Friedman, GAM CEO, provides his short-term and long-term view of the markets. (Source: CNBC)

jueves, 20 de octubre de 2016

Brazil's fixed-income markets have already rallied strongly this year, significantly outperforming other emerging markets: So what's left for Brazil? Denise Prime, investment manager. (Source: CNBC)

jueves, 20 de octubre de 2016

Vietnam, Argentina, Romania and Pakistan are all showing signs of strong economic growth, according to GAM Investment Director for Emerging Markets, Tim Love. (Source: CNBC)

miércoles, 19 de octubre de 2016

Michael Lai, investment director at GAM, discusses China’s announced debt-to-equity swap and explains how reigning in debt will lift investor confidence and help banks.

lunes, 17 de octubre de 2016

Xavier van Hove, investment director at GAM, discusses Burberry's second-quarter sales data, as well as the company's share price drop. (Source: CNBC)

lunes, 17 de octubre de 2016

Robert Waldschmidt, consumer goods analyst at Liberum, and Xavier van Hove, investment director at GAM, discuss the food retail environment in the U.K. post-Brexit. (Source: CNBC)

jueves, 13 de octubre de 2016

Emerging market bonds and American corporate credit offer good value for fixed income investors, says Mark Pearce, Fixed Income Specialist at GAM. (Source: Bloomberg)

lunes, 10 de octubre de 2016

Julian Howard, investment director of multi asset class solutions at GAM, discusses the U.S. presidential election contest between Clinton and Trump. (Source: CNBC)

miércoles, 5 de octubre de 2016

Xavier van Hove,‎ investment director, talks about the UK economy and what this means for the value of sterling and the FTSE. (Source: CNBC)

martes, 4 de octubre de 2016

Investors should look to under-researched commodities to improve risk return profiles and counterbalance oil’s price volatility, according to Joachim Corbach, head of currencies and commodities. (Source: CityWire Selector)

martes, 4 de octubre de 2016

Ewan Kirk writes about financial applications of artificial intelligence, machine learning and big data. (Source: Institutional Investor)

martes, 27 de septiembre de 2016

GAM’s Larry Hatheway discusses the Fed and explains how U.S. politics is impacting markets, the economy and the price of oil. (Source: CNBC)

domingo, 25 de septiembre de 2016

Robert Smithson, investment director at GAM, discusses the European banking environment, saying that the "pendulum of pessimism" has swung too far against eurozone banks. (Source: CNBC)

domingo, 25 de septiembre de 2016

Robert Smithson, investment director at GAM, discusses the Germany property market in the aftermath of Brexit. (Source: CNBC)

domingo, 25 de septiembre de 2016

Investment Director Julian Howard discusses oil prices and alternative investment strategies with First Word Europe’s Nejra Cehic and Markus Karlsson. (Source: Bloomberg)

sábado, 24 de septiembre de 2016

A conversation with Dr Ewan Kirk, CIO and co-founder of Cantab Capital Partners on the GAM aquisition and the launch of GAM Systematic. (Source: The Hedge Fund Journal)

jueves, 22 de septiembre de 2016

Evelyne Pflugi on Swiss TV SRF Börse commenting on the bounce back of mining companies this year. (Source: SRF)

miércoles, 21 de septiembre de 2016

Participants at the second US-Africa Business Forum in New York highlighted the potential of Africa’s expanding middle class, untapped mineral riches and uncultivated arable land. Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

miércoles, 21 de septiembre de 2016

Federal Reserve Chair Janet Yellen braved mounting opposition inside and outside the US central bank and delayed an interest-rate increase again to give the economy more room to run. GAM’s Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

miércoles, 21 de septiembre de 2016

The decisions by the Federal Reserve and Bank of Japan have helped revive a rally in emerging markets. GAM’s Larry Hatheway discusses with Bloomberg’s Anna Edwards on “Countdown.” (Source: Bloomberg)

miércoles, 14 de septiembre de 2016

Scilla Huang Sun, Head of Equities at GAM, looks into the fashion trend that has gone from fad to staple, shaping the strategies of both high-end and high-street brands. (Source: Huffington Post)

lunes, 5 de septiembre de 2016

Paul McNamara, investment director at GAM Investment, looks at how Russia has weathered lower crude oil prices, what a Russia-Saudi Arabia alliance could mean to oil markets, and Russia's role in post-Brexit Europe. He speaks on "Bloomberg ‹GO›." (Source: Bloomberg)

domingo, 28 de agosto de 2016

Joe Corbach, head of currencies and commodities at GAM, weighs in on last week's meeting of central bankers at Jackson Hole, saying that the Fed will hike rates slowly. (Source: CNBC)

jueves, 18 de agosto de 2016

GAM’s Roberto Cominotto shares his outlook for oil prices in an interview with the Swiss television’s SRF Börse. (Source: SRF)

miércoles, 17 de agosto de 2016

GAM’s Dorthe Fredsgaard Nielsen comments on EM corporate debt in the Financial Times’ Beyondbrics.

martes, 16 de agosto de 2016

GAM Investment Director Paul McNamara recommends that investors steer clear of China, and look at EMs which are more oriented to developed markets. (Source: CNBC)

lunes, 15 de agosto de 2016

Julian Howard, investment director of multi asset class solutions, argues against trying to guess the direction of central bank policy.

domingo, 14 de agosto de 2016

Roberto Cominotto, Energy Equities Investment Director, looks to the question of how the world will change once electric car sales start to take off. (Source: CNBC)

domingo, 14 de agosto de 2016

Group Chief Economist Larry Hatheway discusses the U.K. real estate market post-Brexit vote. (Source: Bloomberg)

domingo, 14 de agosto de 2016

Group Chief Economist Larry Hatheway on "Bloomberg Surveillance." (Source: Bloomberg)

domingo, 14 de agosto de 2016

Group Chief Economist Larry Hatheway discusses the Japanese economy. (Source: Bloomberg)

domingo, 14 de agosto de 2016

Group Chief Economist Larry Hatheway discuss his outlook for the Japanese economy. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

miércoles, 10 de agosto de 2016

Scilla Huang Sun, head of equities at GAM, explains why the outlook is positive for China's consumer and luxury sector. (Source: CNBC)

lunes, 8 de agosto de 2016

The United States’ economy is not strong enough to warrant an interest rate hike by the Federal Reserve, said Julian Howard, investment director at GAM. He told The First Word Europe’s Manus Cranny and Markus Karlsson that it sets the scene for U.S. stocks to head higher. (Source: Bloomberg)

lunes, 8 de agosto de 2016

Mirjam Heeb, senior portfolio manager at GAM, takes a look at Swiss drug maker Galenica’s latest earnings, explaining why they were a great set of results despite the share price falling. (Source: CNBC)

martes, 2 de agosto de 2016

HSBC's profits are down because the bank is simply too big, and breaking up the company would increase shareholder value by 50 percent, says Xavier van Hove of THS Partners. (Source: CNBC)

martes, 26 de julio de 2016

Mark Hawtin, investment director, joins CNBC's Closing Bell with reactions to Facebook's Q2 results. (Source: CNBC)

martes, 26 de julio de 2016

Andrea Gerst, portfolio manager at GAM, comments on the LVMH earnings and the sale of Donna Karan. (Source: CNBC)

martes, 26 de julio de 2016

Mark Hawtin, investment director, analyses Facebook's quarterly earnings report. (Source: CNBC)

miércoles, 20 de julio de 2016

Mark Hawtin, Investment Director, discusses the success of the Dollar Shave Club. (Source: Huffington Post)

lunes, 11 de julio de 2016

British stocks have famously drubbed the rest of Europe since Brexit, but anyone capitalizing on the rebound must have endured swings that made holding on impossible, right? Wrong. GAM Chief Economist Larry Hatheway discusses with Bloomberg's Anna Edwards and Manus Cranny on "Countdown." (Source: Bloomberg)

lunes, 11 de julio de 2016

The British Chamber of Commerce published its quarterly outlook on July 12th. Larry Hatheway discusses with BCC Interim Director-General Adam Marshall. (Source: Bloomberg)

lunes, 11 de julio de 2016

The International Monetary Fund called for action over concerns relating to the bail-in of retail investors in Italy. GAM Chief Economist Larry Hatheway discusses with Bloomberg's Anna Edwards and Manus Cranny on "Countdown." (Source: Bloomberg)

lunes, 11 de julio de 2016

Larry Hatheway discusses a report from Zazuo Momma formerly of the Bank of Japan (Source: Bloomberg)

domingo, 10 de julio de 2016

Larry Hatheway, group chief economist, looks at the U.S. jobs number, with specific comment on salary increases and job openings. (Source: CNBC)

domingo, 10 de julio de 2016

Larry Hatheway, group chief economist, explains why easing is the way forward for the Bank of England, following the country’s decision to leave the EU. (Source: CNBC)

jueves, 30 de junio de 2016

GAM is buying the $4bn hedge fund manager Cantab Capital, billing the deal as the “cornerstone” for a new quantitative investing unit, the FT reports. (Paywall)

miércoles, 29 de junio de 2016

Michael Lai, investment director at GAM, explains how his observations on the ground in China tie in with the major issues confusing investors, including the renminbi, China’s GDP growth rate, the change in companies’ priorities and the Chinese stock market.

miércoles, 29 de junio de 2016

Tim Love, investment director, says emerging market equities need more bad news, similar to Brexit, to see the current rally continue. He also discusses infrastructure development in India and China. (Source: Bloomberg Radio)

jueves, 23 de junio de 2016

Larry Hatheway, head of multi-asset portfolio solutions at GAM, examines global market reactions to the U.K.'s decision to leave the European Union. (Source: Bloomberg)

martes, 21 de junio de 2016

Evelyne Pflugi, natural resources fund manager at GAM, says a decision to leave the EU will see gold prices rally but a stronger U.S. would hold gold. (Source: CNBC)

domingo, 19 de junio de 2016

Chief Economist Larry Hatheway discusses Vladimir Putin considering selling part of oil producer Rosneft OJSC to China and India as he struggles to meet spending commitments before a possible re-election bid in less than two years. (Source: Bloomberg)

domingo, 19 de junio de 2016

Chief Economist Larry Hatheway discusses Sterling volatility and the first Brexit poll since the murder of UK MP Jo Cox. (Source: Bloomberg)

domingo, 19 de junio de 2016

Chief Economist Larry Hatheway discusses the fact that Japanese shares rose, with the Topix index heading for its biggest gain in two months, as the yen weakened amid increased bets the U.K. will vote to remain in the European Union. (Source: Bloomberg)

martes, 14 de junio de 2016

US interest rates: to raise or not to raise? GAM Chief Economist Larry Hatheway speaks on Deutsche Welle.

domingo, 12 de junio de 2016

Mark Hawtin, GAM Investment Director, discusses the acquisition of LinkedIn by Microsoft, what happens to Salesforce.com now, and what other takeovers could be good. (Source: CNBC)

domingo, 5 de junio de 2016

GAM Chief Economist Larry Hatheway discusses commodity producers, oil prices and his outlook for Nigeria. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

domingo, 5 de junio de 2016

GAM Chief Economist Larry Hatheway weighs in on the US jobs report and its impact on Fed policy. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

domingo, 5 de junio de 2016

Lars Jaeger speaks about Credit Suisse’s operational risk bonds in the Swiss television SRF’s 10vor10 show. (Source: SRF)

domingo, 5 de junio de 2016

GAM Chief Economist Larry Hatheway discuses Treasuries and his investment outlook. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

jueves, 26 de mayo de 2016

A fall in the yuan's daily fix to a five-year low has the market wondering whether China is heading for another bout of currency devaluation jitters. Paul McNamara of GAM tells Roger Blitz that a strong dollar is bound to cause problems for China, but not on the scale of previous episodes of FX volatility. (Source: FT Currency)

lunes, 16 de mayo de 2016

The perception of mortgage-backed securities (MBS) took a serious hit between 2007 and 2009. Some investors still mistrust the entire asset class, but this could be a mistake, writes Gary Singleterry, investment director at GAM. (Source: Investment Week)

jueves, 12 de mayo de 2016

Helicopter money could be one of the cheapest and most effective tools for stimulating the economy. It would be a pity if policymakers failed to take advantage of it simply because we do not think about seigniorage revenues correctly, writes Investment Manager Michael Biggs. (Source: Project Syndicate)

miércoles, 11 de mayo de 2016

Alexander Friedman, chief executive officer at GAM, discusses the reactive nature of monetary policy. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

miércoles, 11 de mayo de 2016

Alexander Friedman, chief executive officer at GAM, talks about the Brazilian Senate’s vote to suspend President Dilma Rousseff forcing her to face an impeachment trial. He speaks on “Bloomberg Surveillance.” (Source: Bloomberg)

miércoles, 11 de mayo de 2016

Alexander Friedman, chief executive officer at GAM, speaks with Bloomberg’s Francine Lacqua about a new mandate for the Federal Reserve. (Source: Bloomberg)

miércoles, 4 de mayo de 2016

Jian Shi Cortesi, fund manager, gives her perspective on what to expect from Alibaba’s upcoming earnings.

martes, 3 de mayo de 2016

As the US Federal Reserve inches closer to achieving its targets for the domestic economy, it faces growing pressure to normalize monetary policy. But the domestic economy is no longer the Fed’s sole consideration in policymaking. Group CEO Alexander Friedman looks at the Fed’s risky new mandate. (Source: Project Syndicate)

domingo, 1 de mayo de 2016

Joe Corbach, head of currencies and commodities at GAM, looks at the market performance of the Japanese yen following the Bank of Japan’s latest policy move. (Source: CNBC)

jueves, 28 de abril de 2016

China’s central bank responded to an overnight tumble in the dollar by strengthening its currency fixing the most since a peg was dismantled in July 2005. GAM Chief Economist Larry Hatheway discusses with Anna Edwards on “Countdown.” (Source: Bloomberg)

jueves, 28 de abril de 2016

The Banks of Japan’s decision to hold off on adding stimulus to an economy that’s crawling along the bottom stunned markets Thursday, sending the yen surging and stocks slumping. GAM Chief Economist Larry Hatheway discusses with Anna Edwards on “Countdown.” (Source: Bloomberg)

jueves, 28 de abril de 2016

Looking at Amazon’s latest earnings, GAM Investment Director Mark Hawtin discusses the tech giant’s positioning in comparison to its rivals. (Source: CNBC)

miércoles, 27 de abril de 2016

Larry Hatheway, Group Head of Multi Asset Portfolio Solutions and Group Chief Economist at GAM, said the UK economy is slowing to its natural trend rate of economic growth which is roughly 2 percent. He also discussed the Federal Reserve’s next rate move with Bloomberg First Word Europe’s Jonathan Ferro and Guy Johnson. (Source: Bloomberg)

jueves, 21 de abril de 2016

Larry Hatheway discusses a report that the Bank of Japan may eye possible negative loan rates, reflation efforts by central banks, and where he finds market growth surprises. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

jueves, 21 de abril de 2016

Larry Hatheway, chief economist at Gam Holding Group, talks about the issues that impact central bank actions and movements in nominal and real interest rates. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

jueves, 21 de abril de 2016

Larry Hatheway discusses the economic impact of low productivity growth and the upside trend in oil markets. He speaks on "Bloomberg Surveillance." (Source: Bloomberg)

jueves, 21 de abril de 2016

Paul McNamara discusses Argentina’s record breaking bond sale on Bloomberg's Joe Weisenthal, Scarlet Fu and Tracy Alloway on "What'd You Miss?" (Source: Bloomberg)

miércoles, 20 de abril de 2016

Larry Hatheway discusses the Fed’s gamble to give growth a chance. (Source: Project Syndicate)

domingo, 17 de abril de 2016

Paul McNamara discusses possible impeachment in Brazil and the economic outlook for the country with Francine Lacqua on Bloomberg Television’s “The Pulse.”

jueves, 7 de abril de 2016

Anthony Lawler says those who held their nerve did better during the recent earnings season. (Source: CNBC)

miércoles, 6 de abril de 2016

Group Chief Economist Larry Hatheway discusses Fed policy and the economy on "Bloomberg ‹GO›." (Source: Bloomberg)

martes, 29 de marzo de 2016

Larry Hatheway, Group Chief Economist, says the Federal Reserve does not seem concerned about inflation. (Source: CNBC)

viernes, 11 de marzo de 2016

Investment director Paul McNamara discusses the negative sentiment on emerging markets with Bloomberg's Carol Massar and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

viernes, 11 de marzo de 2016

Investment director Paul McNamara discusses President of Brazil Dilma Rousseff’s fight to stay in power with Bloomberg's Carol Massar and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

miércoles, 9 de marzo de 2016

Enzo Puntillo, head of fixed income at GAM in Zurich, discusses the impact of negative interest rates and the outlook for emerging markets debt on CNBC’s Squawk Box Europe.

jueves, 3 de marzo de 2016

In this video interview, Group CEO Alexander Friedman comments on GAM’s full year results and the firm’s strategic priorities. (Source: AWP)

jueves, 3 de marzo de 2016

The European telecoms sector has been an unhappy hunting ground for investors for much of the past fifteen years. Looking ahead, however, there are many reasons for cheer. (Source: Investment Europe)

miércoles, 2 de marzo de 2016

As investors struggle to understand what is driving extreme volatility in the financial markets, Alex Friedman, Group CEO, looks at the politics behind it. (Source: Project Syndicate)

jueves, 25 de febrero de 2016

GAM’s Paul McNamara explains the key factors to watch to grasp arising opportunities in emerging markets. (Source: Pensions & Investments)

martes, 23 de febrero de 2016

Oil prices have been a source of great concern for capital markets. Larry Hatheway, Chief Economist and Roberto Cominotto, Investment Director, explore the outlook in a commentary on CNBC.

jueves, 18 de febrero de 2016

Jian Shi Cortesi, Investment Director, comments on China’s growth prospects for the months ahead. (Source: CNBC)

martes, 16 de febrero de 2016

GAM Chief Economist Larry Hatheway discusses the European Central Bank policy with Bloomberg’s Manus Cranny and Anna Edwards on “Countdown.”

lunes, 15 de febrero de 2016

Paul McNamara, Fund Director, discusses the outlook for emerging markets with Bloomberg's Joe Weisenthal and Alix Steel on "What'd You Miss?" (Source: Bloomberg)

miércoles, 3 de febrero de 2016

Alexander Friedman, Group CEO , says ChemChina's acquisition of Syngenta could indicate confidence or the company can't find growth. (Source: CNBC)

miércoles, 3 de febrero de 2016

Alexander Friedman, Group CEO discusses the falling oil price and it's outsized impact on the broader market. (Source: CNBC).

miércoles, 3 de febrero de 2016

Mark Hawtin, Investment Director, reports from the CES trade show. He highlights some of the most interesting things he saw from an event which showcases the best and most exciting new technology developments worldwide. (Source: Huffington Post)

viernes, 29 de enero de 2016

Mark Hawtin, Investment Director at GAM, and Bloomberg's Caroline Hyde discuss fourth-quarter results from Amazon and second-quarter results from Microsoft. They speak on "Countdown." (Source: Bloomberg)

miércoles, 27 de enero de 2016

China is very important as a driver of growth for Apple overall, says Mark Hawtin, Investment Director, as he discusses the unusual results coming from China.

miércoles, 27 de enero de 2016

Investment Director, Mark Hawtin discusses the currency fluctuations in relation to Apple’s latest earnings results.

jueves, 21 de enero de 2016

Human ingenuity is far too little recognized or appreciated, particularly in financial markets. GAM Chief Economist Larry Hatheway explores what the Fourth Industrial Revolution means for investors.

jueves, 14 de enero de 2016

The best time to pick up luxury stocks if you’re a long term investor is when people panic on China, Scilla Huang Sun, Fund Manager, tells CNBC.

lunes, 11 de enero de 2016

The fundamental problem for investors globally is the uncertainty about Chinese policy response, Larry Hatheway, GAM’s Chief Economist, tells CNN’s Nina dos Santos.

jueves, 7 de enero de 2016

Larry Hatheway, group chief economist at GAM, says domestic firms in Japan are beginning to show better governance and respect for shareholder values and may be worth exploring for investors.

miércoles, 6 de enero de 2016

Paul McNamara, GAM fund manager, discusses the outlook for emerging markets with Bloomberg's Joe Weisenthal and Scarlet Fu on "What'd You Miss?" (Source: Bloomberg)

miércoles, 16 de diciembre de 2015

The US Federal Reserve has finally done it, raising interest rates for the first time in almost a decade. The ramifications for interest-rate spreads, emerging-market equities, and housing demand, among much else, are the subject of widespread debate. But, as markets learn to cope with a less accommodative monetary policy, there could be an important silver lining, which most people have ignored.

viernes, 11 de diciembre de 2015

Larry Hatheway, GAM’s Chief Economist and Head of Multi-Asset Portfolio Solutions, speaks on “Bloomberg Surveillance”. He discusses the impact of lower oil prices and a potential Federal Reserve rate hike on 2016 markets and looks at currency concerns for Russia and South Africa.

jueves, 26 de noviembre de 2015

Chris Morrison, Investment Manager, on CNBC's Capital Connect.

miércoles, 11 de noviembre de 2015

In their opinion piece for Project Syndicate, Larry Hatheway and Alexander Friedman argue that strengthening multilateral institutions offers the best chance of reviving global growth.

lunes, 9 de noviembre de 2015

GAM Investment Manager Jian Shi Cortesi discusses China’s recent stock market crash and explains the differences to the West’s investing culture in The Telegraph.

jueves, 5 de noviembre de 2015

GAM Investment Director Mark Hawtin discusses his outlook for Facebook. He speaks on "Bloomberg Surveillance."

jueves, 5 de noviembre de 2015

Shares of Facebook are surging 5 percent after earnings beat Wall Street's expectations. Mark Hawtin, GAM Investment Director, discusses the company's success with targeted advertising on CNBC.

miércoles, 4 de noviembre de 2015

Enrico Camera, investment director, talks about the potential of Saudi Arabia from an investor’s point of view in the German Boersen-Zeitung.

martes, 3 de noviembre de 2015

Alexander Friedman, chief executive officer at GAM, discusses the relaxation of China's one-child policy and its impact on the economy on Bloomberg.

miércoles, 28 de octubre de 2015

Apple's guidance for the next quarter is very positive but uncertainties over future growth rates remain, says Mark Hawtin, investment director, on CNBC.

jueves, 22 de octubre de 2015

Mark Hawtin, Investment Director, discusses earnings for Google, Amazon and the outlook for the companies on Bloomberg's "Countdown."

lunes, 1 de enero de 0001

7 May 2019

Larry Hatheway, chief economist, discusses the U.S.-China trade conflict. (Source: CNBC)