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News and Views - February Newsletter

Atlanticomnium’s Romain Miginiac suggests several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective.

Welcome

We believe there is value available to investors in both developed and emerging markets, across a diversified range of fixed income strategies
Rob Bailey, Head of UK Wholesale Distribution

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If you have further questions on our Fixed Income offering or any of GAM's strategies, please contact us here.

 

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INVESTMENT IDEAS

All Funds

Featured Strategy: Fixed Income

For over 30 years GAM has specialised in fixed income strategies. Over this time we have seen the asset class evolve significantly, and as times have changed, so has our offering. Our capabilities in this area allow our clients to access the most sophisticated strategies available.

Our in-house and external managers have built up enviable track records across fixed income asset classes. We offer a wide range of fixed income funds with a variety of objectives and risk profiles to suit your investment goals.

Gregoire Mivelaz
Fund Manager, Atlanticomnium SA
Tom Mansley
Investment Director

REASONS TO INVEST

High income

We believe absolute and excess yield levels remain elevated, both within a historical and the current cyclical context, while inflationary pressures remain contained.

Cheap valuations

In our view, the asset class is oversold and under-owned, both from a fundamental, valuation and market technical perspective, offering compelling entry levels to investors.

External re-balancing

EM trade and current account balances are back in positive territory, empirically a strong cyclical support to asset class returns.

Growth rebound

The EM growth cycle ex-China has turned; the growth differential to developed economies is set to widen and EM assets should outperform.

This engaging panel discussion looked at on where to find attractive yield opportunities in 2021. At a time of ultra-low interest rates and government bond yields, finding opportunities in fixed income is more challenging than ever.

Atlanticomnium’s Romain Miginiac suggests several areas of the subordinated debt market look attractive heading into 2021, both from an income and upside potential perspective.

EVENTS

GAM has a wealth of insightful thought provoking events. Keep an eye on the events section below, in order to register for the 2021 events we have in the pipeline, or even to catch up on previous events you may have missed.

View all events

INSIGHTS

Our investment specialists are among the brightest minds in the industry. Please click on the insights below to learn more about their views on markets and asset classes.

Investment Blog
US PCE inflation holds steady in June
26 July 2024

But doubts linger over the prospect of a September rate cut amid mixed inflation signals

Investment Opinions
Thematic Thoughts: Geopolitics and Green Economy Disruptions in Asia Pacific
22 July 2024

More than ever before, Asia Pacific producers are key players in the global clean energy revolution. But with geopolitical tensions rising and the threat of disruption looming ever larger, GAM Investments’ Meera Patel explores factors behind the risks and opportunities for investors in a region harnessing the might of the green economy to bolster its long-term economic prospects.

Investment Blog
Eurozone rates kept on hold, as expected
18 July 2024

But, following June's cut, resilient price pressures leave the ECB in a bind

Investment Blog
UK inflation at 2% target for second successive month
17 July 2024

But resilient services sector inflation could cause unease among policymakers.

Investment Opinions
Q2 Multi asset perspectives: American (H)edge
16 July 2024

Julian Howard, GAM’s Chief Multi-Asset Investment Strategist, outlines his latest multi-asset views, exploring how the US is becoming increasingly immune to the world’s mounting geopolitical and economic challenges, despite contributing to them.

Our Thinking

Newsletter Archive

CONTACTS

Disclaimer: Past performance is not an indicator of future performance and current or future trends. The indications could be based on figures denominated in a currency that may be different from the currency of your residence country and therefore the return may increase or decrease as a result of currency fluctuations. Capital at risk: all financial investments involve an element of risk. Therefore, the value of the investment and the income from it will vary and the initial investment amount cannot be guaranteed. Any reference to a security is not a recommendation to buy or sell that security.

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