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Andrea Quapp

Andrea Quapp - Lead Investment Director, Multi-Asset Class Solutions (MACS) Continental Europe


Andrea Quapp, directrice des investissements, dirige GIS Europe continentale.
Elle est la gestionnaire principale de comptes et de fonds distincts essentiellement pour des clients institutionnels européens et suisses. Elle a rejoint GAM en 2001, en tant que responsable des actions européennes. En 2004, elle est devenue responsable de la gestion des portefeuilles internationaux équilibrés et, ensuite, des portefeuilles suisses. Avant de rejoindre GAM, elle a travaillé chez UBS Global Asset Management pendant près de 16 ans où elle a occupé diverses fonctions (gestionnaire de portefeuille senior pour les actions européennes et suisses, responsable des équipes à partir de 1994 et membre du comité d'allocation des actions européennes continentales, etc.) Andrea Quapp est titulaire d'un diplôme commercial suisse. Elle est basée à Zurich.
Andrea Quapp

Mon avis

Opinions
Take some wins, hold your nerve and sail close to the wind
19 March 2024

Andrea Quapp, Investment Director for Multi Asset Class Solutions (MACS) Continental Europe, recommends that investors have more confidence in the strength and dynamism of the leading economies and utilise this for equity investments. However, geopolitical conflicts, delayed interest rate cuts and a shortage of skilled labour will always put the brakes on stock markets.

Opinions
The Swiss franc and what it means for asset allocation
14 December 2023

Investors who calculate in Swiss francs need to think about certain things differently, says Andrea Quapp, Lead Investment Director, Multi-Asset Class Solutions (MACS), Continental Europe.

Outlook 2024
Outlook 2024: Andrea Quapp (Multi Asset Solutions - Continental Europe)
December 2023

Multi-Asset – Challenges and opportunities

Opinions
Better than the headlines – but caution is still advised
01 November 2023

Andrea Quapp, Investment Director for Multi Asset Class Solutions (MACS) Continental Europe, advises investors to look through the impact of a flood of negative news flow, including the tragic events in the Middle East and Ukraine. While people are understandably unsettled, she believes they are also overestimating the impact on the macroeconomy.

My Videos

Active Thinking

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.