Middle East

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)