Prior to joining GAM Group in January 2008, she worked at Clariden Leu for eight years as an analyst and manager of a luxury goods portfolio. Prior to that she spent six years at Bank Julius Baer & Co. Ltd. as an analyst responsible for Asian equity strategy. Scilla Huang Sun started her career in 1993, working for JP Morgan in Zurich and New York. She graduated summa cum laude and holds a Ph.D. in Economics from the University of Zurich. She is based in Zurich.
09 February 2017Themes and Trends for Luxury in 2017
After three painful years, the luxury sector is turning a corner. This shift is bringing new investment opportunities, but GAM investment director Scilla Huang Sun believes that the recovery will not be uniform across the sector, meaning careful stock selection is key. She presents the trends and themes to watch this year.
10 January 20172017 Outlook – Contrarian Trades
A number of major political and economic events shaped financial markets in 2016, forcing investors to navigate a landscape of heightened volatility. But with uncertainty likely to continue through 2017, GAM’s investment managers have identified some unique investment opportunities that go against the grain.
05 January 20172017 Outlook – Key Events
With so much happening in parallel across political, economic and financial landscapes, it seems daunting to try to identify the one event that shaped 2016. In the following short statements, our investment experts share their predictions on which events will prove pivotal in 2017.
19 December 20162017 Outlook – The Investment Themes to Watch
2016 was a year of erratic markets and geopolitical shocks that sent fundamentals into the shadows. Bourses moved on speculation and surprise, challenging market participants. GAM’s investment experts put forward their key themes for the year ahead.
18 August 2016It Bags – Arm Candy or an Investment Piece?
When markets go nowhere fast, investors turn to more unconventional assets in the hope of wealth appreciation. Tangible assets such as real estate, wine, art and luxury goods can often get overlooked in good times, but their appeal improves when traditional investments stagnate.
13 June 2016Art is Emotional
With the Art Basel coming up – probably the world’s most famous international art fair – it is worth pondering what makes art, and the luxury world more generally, so fascinating. Scilla Huang Sun, manager of a luxury goods equity strategy at GAM, gives her view on what art and luxury goods have in common.
02 February 2016China Monkey Business?
How will developments in China affect energy, EM and luxury sectors in the year ahead?
21 January 2016Smarter Than Smart
Scilla Huang Sun, Investment Director, comments on prospects for luxury watch brands amid the China slowdown and increasing competition.
17 September 2015Demand for luxury remains strong as the curtain lifts on Fashion Week
As Fashion Week events in London, Milan and Paris kicks off these days, with designers showcasing their spring/summer 2016 collections, Scilla Huang Sun, luxury brands expert, highlights the fashion brands best positioned for growth.
20 November 2014The smart side of luxury
Technology expert Mark Hawtin and luxury brands specialist Scilla Huang Sun delve into the evolution of smart technology and its influence on the luxury goods sector.
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