GAM is a global asset management firm built by investors, for investors. We operate in 14 countries and collectively manage CHF 112.1 billion in assets for our clients (as at 31 March 2020).View more
At GAM Investments’ Weekly Fixed Income Meeting held on 2 May, four of our portfolio managers discussed their views on current market conditions.
Adrian Owens discusses inflation expectations in the face of increased nationalism and unprecedented policy actions.
At GAM Investments’ Weekly Equities Meeting held on 2 June, Gianmarco Mondani discussed opportunities among European equities and Davide Marchesin commented on contrasts between European and US banks.
John Seo outlines the response of insurance-linked securities to the Covid-19 pandemic, explaining why they might be uniquely positioned to withstand the economic downturn and emerge relatively unscathed.