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Gregoire Mivelaz

Grégoire Mivelaz - Fund Manager, Atlanticomnium SA


Anthony Smouha est PDG d'Atlanticomnium SA, membre du comité de gestion d'Atlanticomnium et gestionnaire de fonds de la stratégie GAM Star Credit Opportunities.

Il a rejoint Atlanticomnium en 2009 et co-gère les stratégies GAM Star Credit Opportunities et GAM Climate Bond. Mivelaz a plus de 20 ans d'expérience sur les marchés obligataires, tant à l'achat qu'à la vente, ayant occupé divers postes tels que celui de responsable de la recherche crédit et d'analyste crédit. Mivelaz est diplômé de l'Université de Saint-Gall et est titulaire d'un BA en finance et marchés de capitaux, d'un MA en économie et est titulaire de la charte CAIA ainsi que du certificat CFA UK en investissement ESG. Il est basé à Genève.

Grégoire Mivelaz

Mon avis

Active Thinking
Active Thinking: Are you ready to take off?
20 December 2023

Gregoire Mivelaz, Fund Manager, Atlanticomnium, discusses the current state of fixed income markets, European financials and his outlook for subordinated debt.

Active Thinking
Active Thinking
05 July 2023

At GAM Investments’ latest Active Thinking forum, David Dowsett reviews asset performance during the second quarter and shares seven observations to hold in mind as we enter Q3. Gregoire Mivelaz explains why he believes the subordinated debt of European financials is set to outperform.

Active Thinking
Active Thinking
30 November 2022

At GAM Investments’ latest Active Thinking forum David Dowsett discusses the implications of the continued inversion of the US Treasury curve, as well as the risks of lower liquidity, while Grégoire Mivelaz highlights the attractive value proposition offered by subordinated debt in terms of spreads, valuations and fundamentals.

Opinions
Inflation élevée et hausse des taux d'intérêt : quelle solution ?
26 avril 2022

Face à un environnement d'investissement difficile, nous avons demandé à cinq des plus brillants esprits en investissement de GAM Investments et de nos sociétés partenaires de partager leurs points de vue sur la manière de protéger les rendements et de diversifier les risques des portefeuilles dans un monde où l'inflation et les taux d'intérêt augmentent.

My Videos

Active Thinking

07:29 min watch

Credit Opportunities – Gregoire Mivelaz
19 October 2023

Atlanti’s Gregoire Mivelaz highlights the three major events of Q3 that impacted his investment universe: earnings, bond call dates and the reopening of primary markets. He believes given we are now in a late credit cycle, credit quality matters for investors. And he notes that market mispricing is continuing to lead to opportunities.

Active Thinking

7:43 min watch

Credit Opportunities – Gregoire Mivelaz
28 July 2023

During the second quarter, there were three positive catalysts for subordinated debt: a strong earnings season, banks calling their callable perpetuals and the primary market reopening. Gregoire Mivelaz reflects on the key events of the second quarter and explores why he believes subordinated debt could outperform high yield going forward.