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Ernst Glanzmann

Ernst Glanzmann - Investment Manager


Ernst Glanzmann est le gérant principal de GAM Japan Equity et de GAM Star Japan Leaders.

Avant de rejoindre GAM Group en novembre 2000, il a travaillé dans la division Private Banking de Julius Baer en tant qu’analyste financier pour les actions japonaises. Avant cela, il était analyste pour les actions japonaises chez Clariden Leu (intégré depuis au Credit Suisse). Il a également travaillé au back-office de la Banque Cantonale de Zurich. Ernst Glanzmann a effectué un apprentissage bancaire de trois ans à la Bernerland Bank AG. Il est titulaire d’un Certificat fédéral de capacité dans le secteur bancaire de la Business School de Huttwil en Suisse. Il est basé à Zurich.

Ernst Glanzmann

Mon avis

Active Thinking
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.

Active Thinking
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.

Active Thinking
Active Thinking
23 May 2022

At GAM Investments’ latest Active Thinking forum, David Dowsett discusses the emergence of the first signs of market stabilisation and Ernst Glanzmann shares his optimistic outlook for Japanese companies and opportunities in robotics.

Active Thinking
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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