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Weekly Manager Views 4 min read

Weekly Manager Views: Fixed Income

05 June 2020

At GAM Investments’ Weekly Fixed Income Meeting held on 2 May, four of our portfolio managers discussed their views on current market conditions.

4 min read
Investment Opinions 6 min read

Inflation in unprecedented times

04 June 2020

Adrian Owens discusses inflation expectations in the face of increased nationalism and unprecedented policy actions.

6 min read
Weekly Manager Views 3 min read

Weekly Manager Views: Equities

04 June 2020

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.

3 min read
Investment Opinions 6 min read

ILS: Surviving the Storm

03 June 2020

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.

6 min read
Investment Opinions 4 min read

Dividends are down but not out

01 June 2020

GAM Investments’ Adrian Gosden and Chris Morrison discuss the outlook for dividends and explain why equity income investing still looks attractive compared to alternative sources of income.

4 min read