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Andrea Quapp

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


Andrea Quapp, Investment Director, responsabile del GAM Investment Solutions (GIS) Continental Europe.
Andrea è responsabile della gestione di una serie di portafogli e fondi principalmente per i clienti istituzionali europei e svizzeri. Lei è entrata in GAM nel 2001 in qualità di Head of European Equities. Nel 2004 è diventata responsabile della gestione dei portafogli bilanciati internazionali e successivamente di quelli svizzeri. Prima di entrare in GAM, ha lavorato per quasi 16 anni presso UBS Global Asset Management, dove ha ricoperto diverse posizioni (come senior portfolio manager del comparto delle azioni svizzere ed europee e successivamente ha condotto il team dal 1994, membro del European Equity allocation committee dell'Europa continentale, ecc.). Lei è basata a Zurigo.
Andrea Quapp

Approfondimenti

Opinioni d'investimento
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.

Opinioni d'investimento
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

Opinioni d'investimento
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 secondi

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.